SMSF showdowns: Handling disputes and protecting your clients

Join Mark Ellem and Neal Dallas as they explore common SMSF disputes, their causes, and legal solutions. Gain expert insights, real case studies, and strategies to protect your fund.

This webinar has completed.

Navigating SMSF Disputes: Prevention, Resolution, and Legal Insights

Disputes between members of a Self-Managed Superannuation Fund (SMSF) can lead to various challenges that may affect the fund’s operation, compliance, and even its financial health.   

In this webinar Mark Ellem will be joined by SMSF and estate planning legal eagle Neal Dallas from Business Depot for an engaging webinar where they will explore the common causes of disputes within SMSFs and provide actionable strategies to prevent and resolve them. From family conflicts and disagreements over investment strategies to control and succession issues, we will dive into the challenges trustees face and the legal frameworks that guide resolution. 

Through real-life case studies, expert insights, and practical tips, you will gain the tools to effectively address disputes and protect your SMSF’s integrity.  

Don’t miss this opportunity to enhance your understanding and ensure your clients’ SMSFs remain  a compliant and conflict-free vehicle for retirement savings. Secure your spot today! 

Date & Details

Wednesday, 9 April 2025

Time
2:00pm - 3:15pm AEST (NSW, QLD, VIC,TAS)
1:30pm SA & NT
12:00pm WA

 

Registration to this event includes:

  • 1.25 hour live online event with opportunity to ask questions of the presenter 
  • 1.25 accredited CPD hours from the SMSF Association/Financial Advice Association of Australia
  • 3 months access to recording and materials after the event

What we cover

On completion, participants will be able to:
  • Identify common causes of disputes within an SMSF – Understand the key triggers of conflicts, including trustee disagreements, investment strategy disputes, and succession issues. 
  • Understand the legal and regulatory framework for dispute resolution – Gain insights into the role of trust deeds, ATO regulations, and the Superannuation Industry (Supervision) Act in managing SMSF disputes. 
  • Implement effective prevention and resolution strategies – Learn best practices for preventing disputes through clear communication, well-structured documentation, and proactive trustee management. 
  • Apply practical solutions to real-world SMSF disputes – Analyse case studies and gain practical knowledge on mediation, legal intervention, and compliance strategies to resolve conflicts efficiently. 


 

Mark Ellem

Head of Education, Accurium

Mark is a popular, experienced and highly sought after presenter who is passionate about educating accountants and SMSF practitioners about SMSFs and strategies to make SMSFs a successful part of their business.

He has extensive experience in Self-Managed Superannuation Funds (SMSFs), Pension Funds, Income Tax and Financial Advisory. He is a Fellow of the CPA, IPA and SMSF Association, and received the 2018 SMSF Association CEO award in February 2019 for his contribution to the association and was in the inaugural group of association members to advance to the status of Fellow in February 2020.

Mark has spent over 30 years in accounting practices and SMSF administration companies, including running his own accountancy practice and SMSF administration and compliance advice company for ten years.

Neal Dallas

Director, businessDEPOT

Recognised by Best Lawyers Australia 2025 in 4 areas including Tax, Trusts and Estates, Wealth management/succession planning, and Superannuation, Neal brings an eclectic mix of expertise to the table. Some might find it unusual for a lawyer to excel in superannuation, estate planning and tax, but Neal has discovered this blend is the perfect combination for developing innovative solutions to help propel individuals and business owners forward.

Neal has a knack for being able to grasp the intricacies and complexities of each client’s situation, presenting them with a range of options then working with them to implement what will best suit their needs.   

A sought-after speaker at conferences and a published author, Neal is known as the ‘go-to person’ for those tricky questions that stump others! Collaborating with financial planners, accountants and other advisors, he helps ensure his clients protect and enjoy the wealth they’ve built, but also have the means to pass it on to those closest to them.

Webinar

SMSF showdowns: Handling disputes and protecting your clients

09 April 2025 - 09 April 2025

Webinar

$160.00 + GST