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SMSFs & Family Law: Navigating the split

Recorded 27 August 2025. We will look at some of the common terminology you will encounter when reviewing a court order or binding financial agreement and provide a practical approach to the processing of transactions in an efficient and compliant manner.

When SMSF members separate or divorce, accountants often find themselves in the middle.
Navigating a family law split involving an SMSF can be complex

Recorded 27 August 2025

When SMSF members separate or divorce, accountants often find themselves in the middle, helping clients navigate superannuation splits without overstepping into legal advice.

This one-hour webinar, presented by Anthony Cullen will focus on the practical and compliance aspects of superannuation splitting from an SMSF perspective.

You will gain a clear understanding of:

What documentation you should sight (and what to leave to the lawyers)
How to account for superannuation splits in the SMSF’s financials
Member balance adjustments and fund reporting requirements
Valuation and deed considerations specific to SMSFs
Common traps and compliance risks to avoid

This session won’t provide legal advice but will equip you with the practical knowledge and confidence to manage your responsibilities as an accountant when your SMSF clients go through a family law split.

Total 1.25 CPD Hours

Learning outcomes

On completion, participants will be able to:

Interpret key terminology used in court orders and binding financial agreement
Understand the role an accountant plays in dealing with a family split
Process transactions required to be undertaken under the family split
Identify when family law splits may impact CGT and acquisition from related party rules

Anthony Cullen

Senior SMSF Educator, Accurium

Anthony is a new member of the Accurium education team and comes to us with nearly 25 years of experience in the accounting and SMSF industry.

He has previously held senior roles managing the SMSF division of a small accounting practice and providing SMSF technical support within a large SMSF administration business.

Over the years, Anthony’s roles have evolved from the accounting function of SMSFs to keeping on top of the ever changing technical and compliance nature of this specialised area.