SMSF Death Benefits Web Series

Wednesday 22 & 29 Sept 2021

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SMSF Death Benefits

The rules, risks & opportunities when a member of an SMSF dies

SMSF compliance issues putting your clients at risk
Effective ways to manage the $1.7m transfer balance cap on death
Structuring an SMSF to survive a member’s death

At some point, every practitioner dealing with SMSF clients will need to manage the issues and outcomes of a member’s death. When this occurs, there are some very important issues to deal with to ensure that the ongoing compliance of the SMSF is not at risk - many with strict timeframes.

Then, there are the tax issues to maximise tax outcomes for the recipients of the deceased’s benefits.

The SMSF & Death Benefits Web Series explores what must be done and when – and, what should be actioned to protect the interests of all fund members.

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Knowledge Shop members, login for your discounted member rate.

Wednesday 22 & 29 Sept. 2021

12:00pm - 1:15pm AEST
11:30am SA & NT
10:00am WA

1.25 PD Hours per web (est)
Reference notes included
Recording access for 3 months

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What we cover

The SMSF & Death Benefits Web Series is what every adviser and accountant needs to know to get the process right for structuring and managing death benefits for SMSF clients.

Web Series 1
Wednesday, 22 Sept 2021

  • Pre-death planning – issues to consider for an ageing client base
  • Cashing requirements for death benefits – when and how can death benefits be paid out
  • SIS Dependant v tax dependant - can the beneficiary receive the death benefit from super
  • Interdependency Relationship - when does this apply and what does it mean?
  • Death benefit nominations and agreements - what can and should be used for various client groups. There are many options available, each with their own levels of complexity and administration requirements.

 

Web Series 2
Wednesday, 29 Sept 2021

  • Reversionary or non-reversionary pensions? Issues to consider when working out what's best for your client
  • Transfer Balance Cap - how the death benefit impacts the transfer balance account of the deceased and nominated beneficiary
  • Insurance proceeds - how do the proceeds affect the member's balance and taxable/tax free components?
  • Death Benefit Rollovers – steps to follow and issues to consider
  • Restructuring requirements for SMSFs when a member passes away and how missing important time frame requirements can be detrimental for your clients.

 

Investment

Natalie Scott R

With Natalie Scott
Superannuation Adviser
Knowledge Shop

 

Natalie has spent well over a decade immersed in the intricacies of how SMSFs operate, navigating an increasingly complex legislative and regulatory environment, and managing the issues that arise servicing client needs (and wants!).

She has led the SMSF divisions of mid and second tier firms and understands SMSFs from the ground up – accounting, tax, structuring and advice. At Knowledge Shop, Natalie is an advisers’ adviser, helping the profession clarify the practical requirements and opportunities of SMSFs. She brings this knowledge to her presentations and explores the issues in a very practical way – knowledge that is immediately transferable in practice.

Natalie is a Chartered Accountant and a specialist member of the SMSF Association.

 

Investment

12:00pm - 1:15pm AEST, 11:30am SA & NT, 10:00am WA

Member

Web Series, reference notes, and recording access for 3 months

$330 individual access

$595 Office access*

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Non-Member

Web Series, reference notes, and recording access for 3 months

  • $400 individual access
  • $665 Office access*
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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.

*The office rate applies per office location (maximum participants temporarily increased to 20 per office location). The PD points for all attendees will be recognised - multiple links at same location if required. We will contact you for the names of your team once you have registered as an office.