SMSF module – SMSF Controls – planning for life

2 Jan 2020 — 2 Jan 2030
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January 2, 2020 @ 5:30 am - January 2, 2030 @ 5:30 am


This module provides the relevant references to paying benefits from a self-managed superannuation fund (SMSF) in the event of the death of a member.

It revisits the trustee requirements on death, the benefit payment options and references relevant taxation considerations.

This module also investigates the ways in which a member can direct the trustees of their fund to pay their benefit when they pass away.

Following on from the death of a member, this module looks at whether taxation deductions are available to the fund once a death benefit has been paid. This module concludes with a  discussion and guide to winding up an SMSF.

Learning outcomes

On completing this module, participants should be able to:

  • identify the different types of superannuation death benefit nominations that can be made
  • differentiate between a Superannuation Industry (Supervision) Act 1993 (Cth) dependant and a tax dependant
  • identify the different tax deductions that may be available to a superannuation fund following the death of a member
  • explain how to wind-up an SMSF and associated advice considerations.


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SMSF module - SMSF Controls - planning for life - Education Modules Fee
  • $ 220.00 – Member
  • $ 275.00 – Non-Member


2 January 2020 2 January 2030

(Price for Non-Members)

(Price for Members)

5 CPD Hours