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Managing the death of an SMSF member: A case study

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Navigating the complexities of death-related topics

Accurium

A case study of dealing with the death of an SMSF member
Options for cashing a deceased member’s superannuation
Strategies for retaining maximum super of the deceased member in super and maximising ECPI

A Live Instructor Led Webinar

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This webinar is part of an exclusive three-part series focused on navigating the complexities of death-related topics. Each session in the series is designed to provide valuable insights and guidance, ensuring you’re well-prepared for every aspect of end-of-life planning and beyond.

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Join Mark Ellem, Head of Education (SMSF) for our upcoming webinar as he delves into a detailed case study exploring the complexities surrounding the death of a member in a self-managed superannuation fund (SMSF). This session will guide you through the various options for cashing the deceased member's benefit, focusing on strategies to retain as much of the super inside the fund as possible. 

Additionally, we will discuss key approaches to maximizing the fund's claim for exempt current pension income (ECPI), ensuring that your SMSF clients are well-prepared to navigate these challenging scenarios. Don't miss this opportunity to enhance your understanding of critical SMSF estate planning considerations. 

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AU $176
Per individual

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AU $440
Up to 10 participants

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1.25 CPD Hours

Dates & Details

Thursday, 3 October 2024

Time
2:00pm - 3:15pm AEST (NSW, VIC, QLD, ACT, TAS)
1:30pm SA & NT
12:00pm WA

SMSF Association accredited for 1.25 CPD hours

This webinar is presented by our partners at Accurium

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 10 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

Upon completion of this training, you will be able to:

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to Q&A embedded webinar recording
  • Slides and case studies
  • Understand the Key Considerations: Identify the critical factors involved in managing the death of a member within a self-managed superannuation fund (SMSF), including the legal and financial implications for the fund and its remaining members.
  • Evaluate Cashing Options: Assess the different options available for cashing the deceased member's benefit, and determine the most effective approach to balance liquidity needs with long-term financial goals.
  • Apply Strategies for Retaining Super: Implement strategies to retain as much of the deceased member's superannuation within the fund, ensuring that the SMSF continues to serve the financial interests of its beneficiaries.
  • Maximize Exempt Current Pension Income (ECPI)**: Develop and apply techniques to maximize the SMSF's claim for exempt current pension income, optimizing the tax efficiency of the fund in the aftermath of a member's death.

Our presenter

Head of Education (SMSF), Accurium

Mark Ellem

Mark EllemMark is a popular, experienced and highly sought after presenter who is passionate about educating accountants and SMSF practitioners about SMSFs and strategies to make SMSFs a successful part of their business.

He has extensive experience in Self-Managed Superannuation Funds (SMSFs), Pension Funds, Income Tax and Financial Advisory. He is a Fellow of the CPA, IPA and SMSF Association, and received the 2018 SMSF Association CEO award in February 2019 for his contribution to the association and was in the inaugural group of association members to advance to the status of Fellow in February 2020.

Mark has spent over 30 years in accounting practices and SMSF administration companies, including running his own accountancy practice and SMSF administration and compliance advice company for ten years.