Superannuation in Estate Planning: Getting it right, beyond the Will
Wills aren’t enough: Who really controls your Super after death?
This is more than theory, it’s practical guidance to help you protect your clients’ legacy and avoid messy disputes.
A Live Instructor Led Webinar
Superannuation is often the largest or second largest asset many Australian adults will own in their lifetime. Despite this, there is still a common misconception that superannuation will automatically become part of their estate when they pass away. Unfortunately, this is not the case and managing this often valuable asset requires more than just a Will.
In this session we will explore how superannuation interacts with an individual’s estate plan and the importance of understanding who controls the destiny of their superannuation. We will look at the levers a member may have to influence these decisions, from withdrawing benefits before death to reversionary pensions and death benefit nominations, as well as ensuring the right people are in position to make the critical decision when needed.
Register Me
AU $176 per person
Register Team*
AU $440 (up to 10)
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Date & Details
Wednesday, 19 November 2025
Time
2:00pm - 3:15pm AEDT
1:30pm SA
1:00pm QLD
12:30pm NT
11:00am WA
SMSF Association accredited for 1.25 CPD Hours.
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*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:
- Distinguish between a Will and superannuation death benefits as part of an estate plan
- Understand the importance of control, and who has it, after a member has passed away
- Appreciate the nuances between binding and non-binding nominations
- Understand impact of reversionary and non-reversionary pensions upon the death of a pension member
- Determine when superannuation estate plans may need to be reviewed
What's included?
- 1 x 1.25 hour (est.) webinar
- 3 month access to webinar recording
- Webinar materials
Our presenter
Anthony Cullen
Anthony is a new member of the Accurium education team and comes to us with nearly 25 years of experience in the accounting and SMSF industry.
He has previously held senior roles managing the SMSF division of a small accounting practice and providing SMSF technical support within a large SMSF administration business.
Over the years, Anthony’s roles have evolved from the accounting function of SMSFs to keeping on top of the ever changing technical and compliance nature of this specialised area.
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.