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SMSF Member Death: What to do next

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Learn what SMSF accountants and administrators must do when a member dies. 

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Gain practical steps, role boundaries, and compliance guidance to support clients

A Live Instructor Led Webinar

You arrive at the office in the morning and are greeted by a distraught client who informs you that their spouse, a member of your client’s SMSF, has died. There goes your day.  
As an accountant or administrator, what do you do next? 

Strengthen your skills and professional boundaries in sensitive client situations. This scenario-based webinar equips SMSF accountants and administrators with the essential know-how to confidently manage the administrative and compliance requirements following the death of a fund member. With a focus on practical actions, such as updating member records, reporting to the ATO, and liaising with trustees, and a clear delineation of what falls within your role (and what does not), this session will help you safeguard your professional standing, deliver empathetic client service, and support compliance when it matters most. 

 

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AU $160 ex GST per person

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AU $480 ex GST (up to 10)
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Total 1.25 CPD Hours

Date & Details

Recorded: 25 March 2026

*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

On completion, participants will be able to: 

  • Understand the immediate administrative and compliance steps triggered by a member’s death.
  • Clarify which duties fall within the SMSF administrator/accountant’s scope and which are strictly for legal or financial advisers.
  • Develop confidence in managing communications, recordkeeping, and regulatory reporting during a sensitive client event.
  • Enhance professional boundaries and reduce compliance risk through prompt and appropriate referral. 

What's included?

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

Our presenter

Head of Education, Accurium

Mark Ellem

Mark Ellem 2

Mark 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.

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.