- Presentations
- Ethics, Setup and management, Wind up
National Conference 2025
SMSF professionals are often placed in a challenging position when family dynamics blur the line between providing genuine assistance and potential elder abuse, particularly when dealing with older clients who may have diminished capacity. This session focusses on the delicate balance of ensuring the elder’s best interests while navigating complex family relationships. Attendees explored strategies for assessing capacity, identifying signs of undue influence or financial abuse, and ensuring that any help provided by family members remains within ethical and legal boundaries. Through real-world case studies, this session provides practical tools and guidelines to help professionals protect their clients while maintaining compliance with their professional responsibilities.
By watching this session, you will be able to:
- Learn how to assess capacity in elderly clients and identify signs of undue influence or financial abuse in complex family dynamics.
- Understand ethical and legal boundaries when providing assistance to elderly clients, ensuring the client’s best interests are protected.
- Gain practical tools and strategies, through real-world case studies, for navigating potential elder abuse situations while maintaining professional compliance and responsibilities
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association