Superannuation: Death, terminal illness & disability

Death benefits & estate planning

$359.09 +GST

Dealing with the death, terminal illness or disability of a superannuation client requires an understanding of a range of complex areas – conditions of release, taxation and insurance.

The Superannuation: Death, terminal illness & disability webinar series demonstrates how to ensure funds are directed to the right people at the right time in the most tax efficient way.

We work through a series of scenarios covering what medical documentation might be required, how the conditions of release work, in what form funds be accessed, and how to deal with insurance proceeds in the superannuation environment while ensuring that your client or beneficiaries receive the proceeds in the most tax efficient manner.

It’s an essential and practical webinar that provides the framework for how to work through the issues and achieve the best possible outcome for clients.

During difficult times clients are inclined to make rushed decisions based on emotion. Working with an adviser who understands these areas in detail can add enormous value. We show you how.

Registration to this event includes:

2 x 1.25 hour live online event with opportunity to ask questions of the presenter
Recording and materials available to access for 3 months after the event
SMSF Association accredited CPD certificate for 2.5 hours

Webinars in this series include

Managing incapacity

Wednesday 31 July 2024 12:00PM-01:15PM AEST

Death & terminal illness

Wednesday 7 August 2024 12:00PM-01:15PM AEST

Presented by:
Jason Hurst
Technical Superannuation Adviser
Knowledge Shop

Jason is an experienced commentator, presenter and writer on superannuation and retirement. He specialises in breaking down complex technical concepts for professional advisors and their clients. He has over 20 years’ experience in the wealth and retirement sectors, working with accountants and advisers to build their technical skills in superannuation, retirement, Insurance, social security and age care, and enjoys helping to provide the tools to articulate these concepts in a simple and easy to follow way to clients. Jason also works with the Financial Planning Association (FPA) as a subject matter expert for the CFP 5 program and a technical student mentor to those undertaking the CFP courses. He has a Bachelor of Economics from the University of Newcastle and holds the Certified Financial Planner (CFP) designation.

Presented by

Jason Hurst

Technical Services Manager

Knowledge Shop

This webinar is presented by our partners at Knowledge Shop.

Can't attend all sessions live?

It's ok, we provide recordings of all the live sessions so you can catch up later on at a time that suits you. You will have access to the slides and recordings for three months after each event.

Terms and Conditions

Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The Accurium – General Terms and Conditions can be accessed here.