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Death, Disability & Super Outcomes Web Series

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Getting super to the right people at the right time in the most tax efficient manner!

The process when a client dies, loses capacity or faces a terminal illness
Where insurance proceeds fit and the tax implications
Working with the conditions of release
Dealing with death benefits

A Live Instructor Led Web Series

When a client dies or faces a terminal illness or incapacity issue, there is a world of issues to be worked through and resolved all at once.

Dealing with the death, terminal illness or disability of a superannuation client requires an understanding of a range of complex areas - conditions of release, taxation and insurance.

This Death, Disability & Super Outcomes Web Series is a very practical walk through of the potential scenarios and issues that arise from the medical documentation that might be required, how the conditions of release work, the form that funds be accessed, and how to deal with insurance proceeds…all the while ensuring that your client or beneficiaries receive the proceeds in the most tax efficient manner.

When these issues arise, the pressure is on to make rushed decisions based on emotion. We clearly articulate the process to assist clients through what is often the worst of times to achieve the bets possible outcome.

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AU $330 members
AU $395 non-members

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Register Team*

AU $870 members
AU $985 non-members

Register Team*

Knowledge Shop members, login for the discounted rate.

Total 2.5 CPD Hours

Details

Recorded: 6 & 13 September 2023

SMSF Association accredited for a total 2.5 CPD hours (PETKS230913)

  • 0.75 Technical competence
  • 1.0 Regulatory Compliance and Consumer Protection
  • 0.75 Tax (Financial) Advice

Terms & conditions: All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

*Office Registrations. Maximum 15 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

Superannuation is often one of your client's largest assets and should be managed accordingly, but it often isn’t. The Death, Disability & Super Outcomes Web Series steps through in detail what is required when dealing with each of these critical events.

What's included?

  • 2 x 1.25 hour (est.) webinars
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
1
1.25 CPD Hours (est.)

Session 1: Managing Incapacity

September 6, 2023
Temporary incapacity
  • What is required to meet the temporary incapacity condition of release?
  • How to deal with insurance proceeds paid into an SMSF
  • What are the tax outcomes at the fund and member level?
  • Does the member have to access insurance proceeds?
Permanent incapacity
  • Understanding medical requirements for taxation and meeting a condition of release
  • How are proceeds dealt with when paid into a super fund?
  • Exploring the options available to access funds
  • How can we minimise tax?
  • Considering other available income and Centrelink issues
1
1.25 CPD Hours (est.)

Session 2: Death & Terminal Illness

September 13, 2023
Terminal illness
  • What is required to access funds and claim insurance?
  • How can benefits be taken and what are the tax implications?
  • Opportunities to plan ahead and set things up for beneficiaries
Death
  • Understanding different beneficiaries and how tax might apply
  • Calculating tax elements and understanding impact of insurance
  • Understanding which beneficiaries may be able to receive a death benefit pension
  • Dealing with benefits paid directly from a super fund versus an estate

Our presenter

Technical Superannuation Adviser, Knowledge Shop

Jason Hurst

Jason HurstJason is an experienced commentator, presenter and writer on superannuation and retirement. He specialises in breaking down complex technical concepts for professional advisors and their clients.

He has over 20 years’ experience in the wealth and retirement sectors, working with accountants and advisers to build their technical skills in superannuation, retirement, Insurance, social security and age care, and enjoys helping to provide the tools to articulate these concepts in a simple and easy to follow way to clients.

Jason also works with the Financial Planning Association (FPA) as a subject matter expert for the CFP 5 program and a technical student mentor to those undertaking the CFP courses.

He has a Bachelor of Economics from the University of Newcastle and holds the Certified Financial Planner (CFP) designation.