What happens to your SMSF when a member dies?

Knowledge Test

Knowledge Topics

What happens to your SMSF when a member dies?

Although unpleasant to think about, it is vital you have a plan in place for your SMSF to continue after the death of a member.

Explore the ins and outs of this topic with Peter Hogan, the SMSF Association’s Head of Education and Technical as he explores the following questions.

  • Do you have an Enduring Power of Attorney?
  • Who is the trustee of your SMSF?
  • Do you have a binding nomination in place, or should you?
  • Are you aware of the tax consequences in the event of the death of a member?

Duration: 45 minutes

Presented by: Peter Hogan, Head of Education and Technical, SMSF Association

Peter Hogan headshot

Peter Hogan is the SMSF Association's Head of Education and Technical. He is one of Australia’s foremost SMSF specialists, having worked in the sector over many years. A lawyer by training, he cut his teeth in the ATO before joining some of Australia’s largest financial institutions to work in key superannuation, investment and taxation roles. His enormous industry experience and knowledge, especially as they pertain to tax issues, means he is in constant demand on the SMSF speaking circuit. Away from the world of SMSFs, he is a keen weekend golfer when he is not providing a taxi service to junior sporting events. Peter is an SMSF Association Specialist Advisor and former Chair and National Board member of the Association.

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