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SMSF Death Practicalities Web Series

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Who controls the SMSF when a member dies?
Dealing with super death benefits - The practicalities

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This training is recommended for all practitioners working with SMSFs
What steps are required when a member dies 
Understand the cashing rules for a deceased member's benefit and how they apply to different beneficiaries

A Live Instructor Led 2-Part Web Series

The death of a member can significantly impact an SMSF’s operation, in this two part series on death, we will cover how the death of a member can impact an SMSF and what you need to be aware of when working through this process and in the second webinar we will cover common issues we see in relation to death with an SMSF by using case studies. 

 

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AU $319 per person

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Total 2.5 CPD Hours (est.)

Dates & Details

Recorded: 9 & 23 July 2025

*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

A member’s death can throw an SMSF into uncertainty, unless the right structures and conversations are in place beforehand.  

Join us for this essential session where we unpack:

What's included?

  • 2 x 1.25 hour (est.) webinars
  • 3 month access to webinar recording
  • Webinar materials
1

Session 1 – Who controls the SMSF when a member dies?

with Natalie Scott
  • Who takes control of the SMSF when a member dies  
  • Common pitfalls and disputes that arise without clear planning 
    How to guide your clients through key decisions before it's too late
  • Steps to ensure smooth death benefit payments and potential fund wind-ups
Whether you're advising trustees or managing SMSFs day-to-day, this webinar will give you practical tools to protect your clients and reduce compliance headaches when the inevitable happens.
2

Session 2 – Dealing with super death benefits - The practicalities

with Jason Hurst

This session will guide you through the various options for cashing the deceased member's benefit, focusing on strategies to retain as much of their balance inside the fund as possible.  

Additionally, we will discuss the rules around claiming exempt current pension income (ECPI) in these cases ensuring that the fund and ultimate beneficiaries aren’t paying more tax than is necessary.  

Our presenters

Superannuation Adviser, Knowledge Shop

Natalie Scott

Natalie Scott R

Natalie has led the SMSF divisions of mid and second tier firms and understands SMSFs from the ground up – accounting, tax, structuring and advice. She 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.

At Knowledge Shop, Natalie is an adviser's 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.

 

Technical Superannuation Adviser, Knowledge Shop

Jason Hurst

Jason Hurst R

Jason is an experienced commentator, presenter and writer on superannuation and retirement. He specialises in breaking down complex technical concepts for professional advisors and their clients.

He has over 20 years’ experience in the wealth and retirement sectors, working with accountants and advisers to build their technical skills in superannuation, retirement, Insurance, social security and age care, and enjoys helping to provide the tools to articulate these concepts in a simple and easy to follow way to clients.

Jason also works with the Financial Advice Association Australia (FAAA) as a subject matter expert for the CFP Capstone certification and a technical student mentor to those undertaking the CFP courses.

He has a Bachelor of Economics from the University of Newcastle, is a SMSF Specialist Advisor, and holds the Certified Financial Planner (CFP) designation.

Terms & Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Knowledge Shop Pty Ltd's written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Knowledge Shop Pty Ltd may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Knowledge Shop Pty Ltd reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Knowledge Shop Pty Ltd directly, with all requests to be considered on a case by case basis by Knowledge Shop Pty Ltd in its absolute discretion.

The General Terms and Conditions can be accessed here.