2018-09: Fund Members Guardian

The Fund Member’s Guardian can play a vital role in participating in the management of a member’s superannuation interest(s), most likely in circumstances where the member suffers a legal incapacity or upon death of the member.

In this webinar, Aaron Dunn (Smarter SMSF) and Chris Hill (Hill Legal) look at the role and powers of a Fund Member’s Guardian, the appointment, how it differs from the role of an Enduring Power of Attorney (EPA), and key benefits, including how you as the trusted adviser / professional can help add an extra layer of protection with a member’s benefit from potential abuse or mismanagement by other trustees or directors.

The session provides a range of examples across single member funds, incapacity, blended families and potential transfer balance cap issues.