Smarter Legal Week - Why every SMSF should have a Fund Guardian
ฝัง
- เผยแพร่เมื่อ 9 ต.ค. 2024
- This insightful webinar held during Smarter Legal Week helps to discover how the Smarter SMSF deed empowers you to safeguard your SMSF clients’ interests with a Member’s Fund Guardian.
The recording delves into the concept of a Fund Guardian, explaining its role in overseeing SMSF affairs, particularly in the event of legal disability or death. You will learn how this unique feature allows professionals or their firms to be appointed as trusted advisors, ensuring your clients’ wishes are carried out effectively.
3:38 - Why this topic is so important
7:10 - About the role of a Fund Guardian
17:21 - Fund Guardian vs. Enduring Power of Attorney
27:54 - Fund Guardian's Role & Powers
46:25 - Fund Guardian vs SMSF Living Will
49:22 - Common examples
59:24 - Fund Guardian & Smarter Legal Review
You can find out more about the Fund Guardian document and the Smarter SMSF suite of documents by visit smartersmsf.com