Understanding the role of a Fund Member’s Guardian
Thursday, 13 September 2018 at 12pm AEST
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 and Chris Hill will look at the appointment of a Fund Member’s Guardian and 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.
Smarter ways you can register for the webinar
Attend the live webinar with
Webinar workbook, and
Become a Member
per month + GST
Watch the live webinar, access the recording, Q&A podcast and workbook
at any time
Webinar recording (see FAQs)
Webinar workbook, and
About Your Presenters
Aaron is recognised as an industry leader within the SMSF sector. He is the author of TheDunnThing blog, CEO & Co-Founder of The SMSF Academy.
Aaron is a highly regarded presenter and a regular contributor to topical issues within the SMSF industry. Aaron is the creator of the Future of SMSF Report, a key industry publication that provides insights into SMSF business models.
Senior Lawyer and Principal
Chris has been a practising lawyer for over 29 years and a financial adviser for over 25 years. He is an accredited specialist by the Law Institute of Victoria, a Certified Financial Adviser and an Accredited SMSF Specialist Advisor. Chris practices exclusively in the areas of Estate planning, SMSF structuring and advice, asset structuring, business succession and Aged Care. His experience as both a lawyer and Financial adviser provides unique insight and the ability to adopt a strategic approach in delivering legal solutions to his clients.
Hear from those who made the smart decision
to attend a previous webinar
Sharif Eldebs, Assured Super
I am very impressed with the webinar training. The sessions are strategic, and useful in helping me service my own clients.
Glenn Delaney, Aust. SMSF Solutions
My staff and business get great value from our membership to access high quality training through a cost-effective solution.
Daniel Uden, Bush & Campbell
I appreciate the in-depth, patient and relevant discussions this session facilitated. I'll be back for more webinars and workshops.
Frequently Asked Questions (FAQs)
What will be covered in the webinar?
This session will take a detailed look at the role of a Fund Member’s Guardian in dealing with the payment of death benefits or where a member is incapable of making decisions regarding their super interest(s). Importantly, the session will explore how you as a trusted professional can play this important role to help provide certainty in outcome for your clients.
What are the learning outcomes?
Attendees will gain an understanding of the role that a Fund Member’s Guardian can play within a SMSF, subject to the role being allowed under the fund’s governing rules.
Who is the webinar relevant for?
This session is relevant for accountants, financial planners, and other professionals working with self-managed super funds.
How can I pay for the webinar?
You can pay for the live webinar or recording using Visa, Mastercard, American Express or Paypal.
If I buy the recording, when do I get access?
Access to the webinar recording will be made available within 24 hours after the webinar has been conducted. You will be provided with login details to our learning management system (LMS) where you have two (2) weeks access to watch the webinar online. Access to the presentation slides and any related material is also provided through the LMS.
What if I register but can't make it?
This session will be issued with CPD points from both the SMSF Association and FPA Australia. It will also count towards the continuing professional education hours that must be maintained by members of the major accounting bodies (CPA, CAANZ and IPA).
What happens after I register and pay?
You will receive a confirmation email from Smarter SMSF confirming your registration, along with a tax invoice. A reminder will be automatically sent 1 week, 1 day and 1 hour prior to the session (subject to the timing of your registration). All details about logging in to the webinar are included within this email.
What level of expertise is this webinar targeted at?
This session is targeted at individuals who are proficient in SMSFs - they have an intermediate to strong knowledge of the superannuation and income tax laws.
What if I register for the live webinar, but can't attend or miss it?
If for some reason you are unable to attend the live webinar after having registered, you will automatically enrolled into the LMS to access the recording online. You will receive a follow up email with these details within 24 hours of the webinar being held.
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