Details

In this Masterclass we will cover the following:

• 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
• Demystifying transfer balance accounts
• Reversionary pensions vs non-reversionary pensions
• Dealing with insurance proceeds
• Effect(s) on ECPI and strategies to maximise fund's position
• Getting the documentation right

Our live event took place in March 2025 but you can purchase the recording. In addition to the recording, you’ll have access to a detailed slide pack, Death Benefits Checklist and case study Q&A.

Audience

• Accountants and administrators preparing SMSF accounts
• Advisers with clients with money in super
• Auditors of SMSFs

Not relevant to trustees

This Masterclass is a repeat of our popular Death Masterclass from prior years, updated for new developments since that time. 

Accreditation

• Attendance only - approx. 4 hours
• SMSFA, FAAA, Legislated CPD, TPB + eligible CPE with the various accounting bodies

 

Price

$495 incl GST

 

Please note: When you select 'Purchase recording' below you will be taken through to our new platform – in the top right you'll see a 'Purchase' button. You will need to either create an account, sign in to your existing account or you can purchase as a guest. 

Purchase recording

 

By registering for this event, you agree to receive communications from Heffron and any event partners. If you do not wish to receive these communications, please contact us at appsupport@heffron.com.au.

Event access is limited to the registered individual. Registration entitles the named attendee to access the on-demand recording until 5pm AEST 22 April 2026. CPD will be issued only to the registered individual.

Unauthorised access to the event recording may result in additional fees.