Smarter SMSF

SLW – Why every SMSF should have a Fund Guardian

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Free

Join Aaron Dunn, CEO of Smarter SMSF, and Chris Hill, Principal of Hill Legal for this upcoming insightful session during Smarter Legal Week to discover how the Smarter SMSF deed empowers you to safeguard your SMSF clients’ interests with a Member’s Fund Guardian.

This webinar will delve into the concept of a Fund Guardian, explaining its role in overseeing SMSF affairs, particularly in the event of legal disability or death. Learn how this unique feature allows professionals or their firms to be appointed as trusted advisors, ensuring your clients’ wishes are carried out effectively.  Find out how to order these documents via the Smarter SMSF platform, and use the Smarter Legal Review to access legal sign-off on the document from Hill Lega.

Topics Covered:

  • Understanding the Member’s Fund Guardian: Explore the concept and importance of having a Fund Guardian for your SMSF. Learn how it provides an additional layer of protection and continuity for your clients’ financial future.
  • Who Can Be a Member’s Fund Guardian: Discover the flexible options available for appointing a Fund Guardian. Find out who can take on this crucial role, including professionals, family members, or trusted advisors.
  • Powers of the Fund Guardian: Understand the extensive powers that can be granted to a Fund Guardian, ranging from decision-making authority to oversight of investments and distributions.
  • Beyond the SMSF Definition: Learn how the Fund Guardian role exists outside the SMSF definition, allowing professionals and firms to be appointed and compensated for their services.
  • Practical Applications: Explore real-life scenarios where a Fund Guardian can prove invaluable, such as managing the SMSF in the event of incapacity or ensuring the smooth transition of assets upon death.
  • Q&A Session: Get your questions answered by our expert panel, covering legal aspects, practical implementation, and best practices for utilizing a Member’s Fund Guardian.

This webinar is a must-attend event for professionals involved in the management and oversight of SMSFs, offering practical insights and expert advice to enhance your practice.

Interactive Q&A Session:

Have your questions answered live by Aaron and Chris during our dedicated Q&A segment. This is your opportunity to delve deeper into the specifics of the preparing Fund Guardian documents for your SMSF clients.

Register now to secure your spot to this must see event as part of Smarter Legal Week.

 

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Date And Time

01-08-2024 @ 12:00 PM to
01-08-2024 @ 01:00 PM
 

Registration End Date

01-08-2024
 

Location

Online Event
 

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