SMSF Education Hub
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Upcoming webinar
Dealing with the Death of an SMSF Member
When an SMSF member passes away there are both taxation and SIS compliance considerations to contemplate. Not only is the fund required to pay out the deceased's balance in a timely manner, but it is also required to maintain its complying status, which amongst other things means satisfying the definition of an SMSF under s17A of the SIS Act. There is a lot to consider for any surviving trustees and/or the deceased's legal personal representative.
In this webinar, Tim Miller from Smarter SMSF look at all the issues a member should consider whilst they are alive as well as all the requirements a fund will face once the member has passed away. Amongst the matters to be highlighted will be compulsory cashing requirements, the various forms of nominating beneficiaries, the role of the legal personal representative as well as any additional reporting or processing obligations. The session will also highlight a number of key issues taken from a long line of legal cases that will help ensure your clients don't become one of those cases.
Thursday 16th July
12:30pm - 1:30pm AEST
Tim Miller
Learning outcomes
At the end of this webinar, participants will have an appreciation for:
- All the critical steps that must be followed when a member passes away
- What role the legal personal representative of a member plays when the member passes away
- The key timing and tax considerations of paying death benefits
- Whether the documentation held by the fund helps or hinders the process
Tim Miller
SMSF Technical & Education Manager at Smarter SMSF
Leading SMSF educator with 25+ years of experience. Since 1999, he's supported trustees, accountants and advisers with practical legislative and compliance guidance.
Years experience
Past webinars
Year End checklist - Getting your SMSF clients 30 June ready
June 2026
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