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Managing the death of an SMSF member: Protecting your practice

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Navigating the complexities of death-related topics

Accurium

How to protect yourself from legal action resulting from the death of an SMSF member
The superannuation compliance requirements when an SMSF member dies
Recognising when to engage specialist legal advisers to protect yourself from potential litigation

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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In this engaging webinar, Mark Ellem, Head of Education (SMSF) will be joined by specialist SMSF lawyer, Neal Dallas from business DEPOT legal to explore the crucial steps accountants must take to safeguard themselves and their firm when managing the sensitive process of assisting a Self-Managed Superannuation Fund (SMSF) client through the death of a fund member. 

Our discussion will cover best practices for documenting and managing the deceased member's financial affairs, ensuring compliance with relevant legal and regulatory requirements, and handling complex beneficiary disputes. We will also highlight strategies for effective communication with grieving clients and their families, and how to navigate the intricacies of superannuation law to avoid potential liabilities. By the end of the session, participants will have a clear understanding of the key risk areas and practical measures to protect their professional integrity and mitigate risks in these challenging situations.

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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

Details

Recorded: 25 September 2024

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
  • Explain the SIS requirements where a member of an SMSF dies.
  • Understand the effect on the trusteeship of the SMSF where a member dies.
  • Evaluate the potential SIS and legal issues that could arise when cashing a deceased member’s superannuation.
  • Formulate a plan to protect your practice from potential litigation arising from the death of an SMSF member.

Our presenters

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.

Director, businessDEPOT

Neal Dallas

Neal DallasRecognised by Best Lawyers Australia 2025 in 4 areas including Tax, Trusts and Estates, Wealth management/succession planning, and Superannuation, Neal brings an eclectic mix of expertise to the table. Some might find it unusual for a lawyer to excel in superannuation, estate planning and tax, but Neal has discovered this blend is the perfect combination for developing innovative solutions to help propel individuals and business owners forward.

Neal has a knack for being able to grasp the intricacies and complexities of each client’s situation, presenting them with a range of options then working with them to implement what will best suit their needs. 

A sought-after speaker at conferences and a published author, Neal is known as the ‘go-to person’ for those tricky questions that stump others! Collaborating with financial planners, accountants and other advisors, he helps ensure his clients protect and enjoy the wealth they’ve built, but also have the means to pass it on to those closest to them.