Perspectives on the death of an SMSF member

Navigating the complexities of death-related topics

Accurium

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A Live Instructor Led Web Series

This webinar series offers essential learning opportunities for SMSF accountants, advisors and financial planners seeking to elevate their practice. 

The first webinar, ‘Managing the Death of an SMSF Member: Protecting Your Practice,’ focuses on the critical steps and compliance measures needed when handling the death of a fund member. This session provides strategies to safeguard your practice from potential risks, ensuring you are well-prepared to manage these sensitive situations with confidence. 

The second webinar, ‘Managing the Death of an SMSF Member: A Case Study,’ dives into real-world scenarios to help professionals help their SMSF clients navigate the obligations to deal with a deceased member’s super interest, including consideration of retaining as much of the deceased member’s benefit in super whilst still compying with the requirement to cash the benefit.

The third webinar, ‘Incorporating Estate Planning into Your Practice,’ is designed to help accountants and advisors expand their service offerings by integrating estate planning into their practice. In this session you will learn how to provide estate planning advice while avoiding the pitfalls of offering legal advice. This session will guide you on the services you can offer, how to effectively review clients’ estate planning needs, and identify potential gaps. You’ll also learn strategies for collaborating with estate planning lawyers to ensure comprehensive and legally sound plans. A case study will illustrate how integrating these services can enhance client outcomes and add value to your practice.

Across all events, participants will benefit from comprehensive knowledge, expert guidance, and practical applications that can be immediately implemented to enhance their practice. These sessions are ideal for SMSF accountants; administrators, advisors, financial planners, and professionals looking to specialize or improve their skills in SMSF management and estate planning.

1.25 CPD Hour

Dates & Details

Wednesday, 25 September 2024
Thursday, 3 October 2024
Wednesday, 9 October 2024

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

SMSF Association accredited for a total of 3.75 CPD hours

This web series is presented by our partners at Accurium

Terms & conditions: All registrations to Knowledge Shop events are subject to our general terms and conditions which include a cancellation policy. 

*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's included

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, View Legal

Matthew Burgess

Matthew BurgessMatthew Burgess is one of the founders of specialist firm View Legal.

Having the opportunity to help clients achieve their goals is what he is most passionate about.

As Matthew always works in conjunction with trusted advisers (whether it be accountants, financial advisers or other lawyers) and their clients, finding ways to fundamentally improve the value received by those advisers, and in turn their clients, has led him to develop numerous game changing models.  Examples include providing guaranteed upfront fixed pricing, founding what is widely regarded as Australia’s first virtual law firm, and more recently, developing a platform that gives advisers access to market leading advice and support for less than $10 a week.

Matthew’s specialisation in tax, structuring, asset protection, estate and succession planning has seen him recognised by most leading industry associations including the Tax Institute, the Weekly Tax Bulletin and in the 2014 ‘Best Lawyers’ list for trusts and estates and either personally, or as part of View, since 2015 in ‘Doyles’ for taxation and since 2017 for wills, estates and succession planning.

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.