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Death Benefits in SMSFs – Tax, Timing & Trustee Traps

On demand

May 20, 2026

Death benefit payments are one of the most important and potentially complex responsibilities for SMSF trustees. Join us as we explore the rules, tax implications, and common trustee traps, helping you understand your obligations and plan for better member outcomes.

Why watch this webinar?

Understand Death Benefit Rules

Learn how SMSF death benefits can be paid and the key requirements trustees must follow.

Avoid Common Trustee Traps

Explore common mistakes, disputes, and issues that can arise when handling death benefits.

Plan with Confidence

Understand the implications of death benefit planning and the steps that can help protect member outcomes.

Speakers

Craig Stone

General Manager, Technical Services & Education

Craig Stone is an SMSF specialist with nearly 30 years’ experience helping trustees and accountants navigate complex superannuation matters. Known for his practical approach, Craig simplifies technical SMSF rules to help clients make informed, confident decisions.

Questions after the webinar?

Book a one-on-one consultation and get practical guidance tailored to your arrangements.