Dealing with the incapacity of a member or trustee is one of the most complex and sensitive areas in Self-Managed Superannuation Funds (SMSFs). Failing to correctly manage a member’s loss of capacity can expose the fund to significant compliance breaches, financial risk, and potential legal challenges.

Join two of the industry’s leading experts for a crucial, free 1-hour webinar that will equip you with the practical knowledge and strategies needed to navigate this difficult landscape.

What We Will Cover:

• Identifying Capacity: Understanding the legal and practical benchmarks for assessing a member’s capacity to act as a trustee.

• Trustee Changes: The critical steps required to replace an incapacitated trustee, including the necessary documentation and regulatory obligations.

• Enduring Powers of Attorney (EPA): A deep dive into the effective use of EPAs in an SMSF context, including common pitfalls and state-by-state variations.

• Effective Implementation: How to utilise a range of Smarter SMSF documents and integrations to make the necessary changes due to incapacity.

This valuable session is offered free of charge and is a must-attend for SMSF professionals, accountants, financial advisers, and legal practitioners looking to confidently manage their clients’ affairs when capacity issues arise.

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