- Presentations, Technical Resource
- Setup and management
National Conference 2023
This session aims to provide practical tools and concrete strategies to deal with member capability issues, in particular:
- How practitioners should assess and document a client’s capacity
- Protecting yourself from possible professional negligence issues
- Steps to protect a client’s super when cognitive decline occurs
- What paperwork (e.g., enduring power of attorney, resolutions, etc.) is needed.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. 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 bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association