Death Benefits Masterclass

Summary & Topics

It is clear that the 2017 superannuation reforms had a profound impact on pensions and contributions post 1 July 2017.  What is far less well known is their significant impact on estate planning.  For the first time, couples with large superannuation balances might have to withdraw some of their superannuation capital when the first one of them dies.  Certainly it will be far more common in the future for funds paying death benefits to have a combination of pension and accumulation accounts rather than being entirely in pension phase.  The flow on effects for fund tax, personal tax and wealth distribution are enormous.

Join us at our next masterclass to explore a range of case studies that capture the issues we have already discovered in our work supporting accountants, financial advisers and trustees.  What strategies should be considered right now? How can we minimise the hefty taxes paid when a fund member dies? What are the specific complexities for transition to retirement income streams? What paperwork is absolutely crucial to get the right result? 

Our SMSF experts will help you identify what to think about for different client groups and workshop practical solutions in an intimate setting (numbers are strictly limited to 30 participants).

As a small business of busy practitioners, we understand the importance of value for money in SMSF training. Our sessions are always designed to maximise the value of your time out of the office – we receive consistent feedback that the material is well researched and presented by experts in SMSF.

But don't take our word for it - read what our clients think about our last masterclass:

"I really liked the interactive workshop, it meant we had to pay attention because every 30-45 minutes it was time to put the theory into practice" (Financial Planner, Newcastle)

"Thanks Lyn. That was awesome. Learned so much during the day that it will help me immensely" (Accountant, Brisbane)

"Great - I always learn a lot from your seminars" (Financial Planner, Sydney)


Topics we'll be working through, include:

  • Refresher on to whom benefits can be paid and in what form
  • Maximising the amount able to be retained in super on death & dealing with any liquidity issues
  • Death pre or post 1 July 2017 - what difference does it make
  • Reversion - pro's, con's, giving effect to changes during the life of the pension
  • Dealing with insurance proceeds
  • Affect on ECPI and strategies to maximise fund's position
  • Complexities for transition to retirement pensions
  • Timeframes for changing the trustee
  • Getting the documentation right


All Masterclasses will run from 8.30am-12.30pm local time. 

12 March 2018 - Sydney - SOLD OUT
13 March 2018 - Perth - CLOSED
14 March 2018 - Brisbane - SOLD OUT
15 March 2018 - Melbourne - SOLD OUT
16 March 2018 - Newcastle - SOLD OUT
20 March 2018 - Melbourne
22 March 2018 - Sydney - SOLD OUT

Why not make a Day of it?

Our CGT Relief Masterclass will run in each of these locations (excluding Newcastle, the 20 March Melbourne & the 22 March Sydney sessions) from 1.30pm-5pm on the same day.

Click here to be taken to the event website for the CGT Relief Masterclass for further information and to register.