SMSF Death Benefits Webinar

The rules, risks & opportunities when a member of an SMSF dies
Wednesday 28 August 2019

Register Me

SMSF compliance issues putting your clients at risk
Updated ATO guidance on commuting death benefit pensions
Effective ways to manage the $1.6m transfer balance cap on death
SMSF structuring to survive a member’s death

At some point, every practitioner dealing with SMSFs will need to manage the issues and outcomes when a member dies. 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 time frames.

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

This webinar explores what must be done and when - and also what should be actioned to protect the interests of all fund members.

Register Member
Register Me
Register Office

What we cover

This practical session covers:

  • Pre-death planning - what should be done when the end is near.
  • How the super reform changes impact death benefits
  • Ways to reduce or eliminate taxation outcomes on death benefits
  • Specific pension standards for death benefit pensions
  • Reversionary or non-reversionary pensions? Issues to consider on what's best for your client.
  • Eligible recipients for death benefits from super - have you got this right across your client base?
  • 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.
  • Restructuring requirements for SMSFs when a member passes away and how missing important time frame requirements can be detrimental for your clients.
Register Member
Register Me
Register Office

Garth McNally
National Training Director, Merit Wealth

Superannuation and SMSFs are Garth’s passion. It’s an area he’s has been intimately involved with for many years – helping industry professionals make sense of an increasingly complex regulatory environment and how they need to apply the rules in the ‘real world’.

He works closely with the profession helping them build and develop their knowledge and service offerings to their clients. The combination of his technical knowledge and planning skills means that he often see ways and methods of delivering results and outcomes for clients that add real value to them and the business of their advisers.

Garth heads Merit Wealth’s superannuation division, is a specialist consultant to Knowledge Shop, and a specialist member of the SMSF Association.

Garth McNally
Garth McNally
National Training Director, Merit Wealth

Wednesday 28 August 2019

12:00pm - 1:15pm AEST in ACT, NSW, QLD, TAS & VIC
11:30am SA & NT | 10:00am WA

Members

  • $195 Individual access
  • $350 Office access*
Register Member

Non-Members

  • $235 Individual access
  • $390 Office access*
Register Me
Register Office

Terms & conditionsAll 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 10 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.

Requirements

You will need a computer with audio!!

  • Audio Your computer needs speakers or a headset to hear the audio (do a quick check these work). If you are having problems, you can dial in on the phone number provided on the reminders and confirmation but please note your carrier will charge you at long distance rates.
  • Software Join the webinar 15 minutes prior to check that your computer systems allow you to download the GoToMeeting software. Or check your connection days before the webinar by going here
  • Webinar URL To join the webinar, you need to click this link. It was sent to you when you registered and will also be on the reminders - check your spam if you have not received and please contact us ASAP if you have lost.
  • Changing computers If you need to change computers during the webinar, make sure you log off the webinar on the first computer before logging onto the second computer.
  • PC requirements PC users (Windows® 8, 7, Vista, XP or 2003 Server) ; Mac users (Mac OS® X 10.6 or newer); Mobile users (iPhone®, iPad®, Android™ phone or Android tablet).