The SMSF Adviser Show

Preparing for and dealing with incapacity for SMSF clients


Listen Later

View Legal director Matthew Burgess provides useful insights and tips in helping SMSF clients address incapacity issues. In this episode, Mr Burgess explains the potential implications of an SMSF member losing capacity in an SMSF and what can be done to prepare for these kinds of events. He also discusses the role of SMSF professionals in encouraging clients to prepare for potential incapacity and the risks for professionals in failing to have these kinds of conversations with clients. Mr Burgess also touches on some of the issues that can arise in terms of documents, including an enduring power of attorney.

...more
View all episodesView all episodes
Download on the App Store

The SMSF Adviser ShowBy Momentum Media


More shows like The SMSF Adviser Show

View all
The Property Couch by Bryce Holdaway & Ben Kingsley

The Property Couch

63 Listeners

SMSF News and Strategies Podcast Show by Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

SMSF News and Strategies Podcast Show

0 Listeners

Property Investment, Success & Money | The Michael Yardney Podcast by Michael Yardney; Australia's authority in wealth creation through property

Property Investment, Success & Money | The Michael Yardney Podcast

32 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

14 Listeners

Investopoly by Stuart Wemyss

Investopoly

21 Listeners

The Elephant In The Room Property Podcast | Inside Australian Real Estate by Veronica Morgan & Chris Bates

The Elephant In The Room Property Podcast | Inside Australian Real Estate

17 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

29 Listeners

Australian Finance Podcast by Rask

Australian Finance Podcast

28 Listeners

Friends With Money by Money Magazine

Friends With Money

16 Listeners

Retire Right by Glen James

Retire Right

26 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

10 Listeners