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Recorded Webinars

Recorded Webinar: SMSFs and Death: What to do When It's Over

When a member dies there are several compliance matters that must be considered. This session looks at the key areas for advisers on the death of a member, including: Reviewing compliance with regulations on cashing of members benefit on death
PRESENTED BY Michelle Griffiths Partner - TAG Financial Services , Melbourne

Date/Time

About the Webinar

When a member dies there are several compliance matters that must be considered. This session looks at the key areas for advisers on the death of a member, including:

  • Reviewing compliance with regulations on cashing of members benefit on death
  • A review of fund administration - who has control of fund?
  • Pension issues for the spouse of the deceased
  • Have trustees observed a valid binding death benefit nomination?
  • Checking whether a death benefit has been cashed
  • Managing the transfer balance cap of the spouse of deceased
  • Reviewing tax considerations in respect to death benefits
  • To wind up the SMSF or not – considerations and options

Presented By

Michelle Griffiths
Partner, TAG Financial Services Melbourne, Vic.

Michelle is a founding Director of TAG Financial Services Pty Ltd, a Chartered Accountant and qualified investment adviser. Michelle is widely known for her practical approach to some very technical topics. She is a recognised superannuation, investment and taxation specialist and consults on all matters relevant to wealth management.

Michelle is passionate about sharing her knowledge. Her case study based presentation style is a welcome change of pace, always providing some practical ideas and discussion points for you to use with your clients.

Who Should Attend?

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

CPD Information

Accountants can claim up to 1 CPD/Training hour. Lawyers can claim up to 1 CPD unit/point – substantive law . This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

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]

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