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Recorded Webinars
Recorded Webinar: Death, Incapacity and the SMSF: Who Steps in to Call the Shots?
Pre-planning for incapacity and death of an SMSF trustee and member goes a long way to reduce disruption and disputes that may otherwise occur. This session looks into who fills the shoes of an SMSF trustee, whether pre planned or not, including:
How can an SMSF member ensure t
PRESENTED BY
Phil Broderick
Principal -
Sladen Legal
, Melbourne
Date/Time
About the Webinar
Pre-planning for incapacity and death of an SMSF trustee and member goes a long way to reduce disruption and disputes that may otherwise occur. This session looks into who fills the shoes of an SMSF trustee, whether pre planned or not, including:
- How can an SMSF member ensure their wishes are carried out in the event of incapacity or death?
- Impact on incapacity and death where trustee is:
- an individual
- a corporate trustee
- What decision making capacity does a power of attorney have for SMSFs?
- Who steps in as trustee when a member has:
- no will
- no power of attorney
- Strategies for:
- cutting off potential disputes and conflicts of interest
- making life easier for someone to step into a trustee’s shoes
Presented By
Phil Broderick
Principal, Sladen Legal Melbourne, VicWho Should Attend?
This webinar is suitable for accountants advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
CPD Information
Accountants can claim up to 1 CPD/Training hour . This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]