Live Webinar: Dealing with Death in Your SMSF

Date:  Thursday 22nd April 2021
Vic, NSW, Qld, ACT, Tas: 1.30pm to 2.30pm 
SA & NT:  1pm to 2pm 
WA: 11.30am to 12.30pm
 

 ABOUT THE WEBINAR

This session looks at management of SMSF funds when a member dies. The structure of the SMSF is important to avoid unnecessary complexity. This session looks at the key issues, including:

  • Compulsory payments on death of a member
  • Soon as practicable payment to dependent or legal personal representative
  • What does SMSF trust deed say about payment?
  • Operation of the reversionary pension on death
  • What happens with a non-reversionary pension?
  • What happens to a transition to retirement income stream?
  • Pension issues for the spouse of the deceased
  • Managing the transfer balance cap of the spouse of deceased
  • SMSF structure when dealing with death of a member
 PRESENTER
Live Webinars,Superannuation and SMSF audit,Live Webinar:  Dealing with Death in Your SMSF Graeme Colley, Executive Manager, SMSF Technical & Private Wealth, SuperConcepts, Sydney

Graeme Colley is the Executive Manager, Technical and High Wealth at Super Concepts where is responsible for its private client program, technical support and education programs.  As a well-known figure in the SMSF community with a long-standing reputation as an accomplished SMSF educator, technical expert and advocate for the sector.

Graeme has been involved in many of the changes that have taken place to the government’s superannuation policy during his career. This has included formulating and developing legislation as well as providing high level technical advice. Prior to Super Concepts, Graeme’s previous responsibilities have included Head of Technical and Professional Standards at the SMSF Association and National Technical Manager for OnePath Australia.  At OnePath he was involved in providing technical advice on superannuation, social security and aged care to its adviser network.  His previous responsibilities have involved the co-ordination of superannuation litigation within the ATO.

 WHO SHOULD ATTEND?

This webinar is suitable for accountants advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD CERTIFICATE

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 1 CPD/Training hour.  FASEA – category “Technical Competence” – 1 hour.   This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]



© Television Education Network Pty Ltd 2021

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.

At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBEAPR21
 Price:   $264.00 (Inclusive of GST)
© 2021 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.