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.
This webinar explores what must be done and when – and, what should be actioned to protect the interests of all fund members.
The SMSF & Death Benefits Web Series is an essential webinar that steps through the process to plan for and manage the death of a member.
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.
*The office rate applies per office location (maximum temporarily increased to 20 participants 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.