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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.
254 episoade
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.
254 episoade
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