Gehen Sie mit der App Player FM offline!
SMSF: How does an enduring power of attorney work with an SMSF?
Manage episode 433224148 series 2774996
Hill explains why SMSF professionals need to have discussions with their clients around incapacity and estate planning so they aren’t caught out when the time comes, particularly when they may not be aware that power of attorney can also come with SMSF trustee responsibilities.
Listen as they discuss:
- The role of an enduring power of attorney in the context of the definition of a SMSF.
- Why setting up a trusted professional as a “fund guardian” is an important consideration.
- How the two roles can work together in the member’s best interests.
268 Episoden
Manage episode 433224148 series 2774996
Hill explains why SMSF professionals need to have discussions with their clients around incapacity and estate planning so they aren’t caught out when the time comes, particularly when they may not be aware that power of attorney can also come with SMSF trustee responsibilities.
Listen as they discuss:
- The role of an enduring power of attorney in the context of the definition of a SMSF.
- Why setting up a trusted professional as a “fund guardian” is an important consideration.
- How the two roles can work together in the member’s best interests.
268 Episoden
ทุกตอน
×Willkommen auf Player FM!
Player FM scannt gerade das Web nach Podcasts mit hoher Qualität, die du genießen kannst. Es ist die beste Podcast-App und funktioniert auf Android, iPhone und im Web. Melde dich an, um Abos geräteübergreifend zu synchronisieren.