SMSF and incapacity workshop


In this recording of our 2019 Adviser Training Day and SMSF Conference, CGW partners Scott Hay-Bartlem and Clinton Jackson and special counsel Hayley Mitchell use workshop scenarios to illustrate how SMSF members can proactively prepare for dealing with incapacity, traps to avoid and some unusual options.

[Running time: 1 hr 15 mins]

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The possibility of incapacity is something everyone should plan for, and it is absolutely vital for SMSF members.

Who controls the SMSF?What can a member’s attorney do?
How wide is the impact of the principles from Re Narumon?
Where are the risks to advisers?
What should trust deeds say?

This session will use workshop scenarios to illustrate how we can help SMSF members proactively prepare for and deal with this, traps to avoid, and some unusual options.

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