Alternate Trustees & event based trusteeship

Alternate trustees is not a description for people who live alternate lifestyles, each to their own, rather it’s a reference to those who act in place of someone who would otherwise be trustee if not for circumstance. The law provides a number scenarios where other parties can act in place of the member but that doesn’t mean it automatically happens or that trustees understand how the process works.

This webinar will identify the circumstances where another person/s can take on the responsibility as trustee of an SMSF despite not being a member of the fund or indeed if they are already a member of the fund. These lifecycle events will impact all SMSFs so it’s important to understand all the considerations.

Learning Outcomes:

At the end of this webinar, participants will understand:
  • The role of an enduring power of attorney within an SMSF
  • How a fund can have more or less trustees than members based on circumstances
  • How intergenerational SMSFs must factor in life’s events
  • Some things won’t work in practice

This session will be issued with CPD hours for:

  • the SMSF Association
  • FASEA
  • Tax Practitioner’s Board (TPB); and
  • The major accounting bodies.

Disclaimer: By registering, you consent to receiving communications regarding SuperGuardian’s services, including education, newsletter and general marketing communications.

Presenter: Tim Miller

Date: 19 January 2021

Accredited CPD Education

SuperGuardian’s education activities are assessed against the SMSF Association’s professional education standards. Being recognised as an SMSF Association Accredited Educator enables us to work closely with the Association in lifting the standards of professional SMSF advice and services through quality SMSF education.

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Tim Miller

Education Manager

Tim Miller is one of Australia’s leading SMSF educators and presenters with over 23 years’ experience in the Superannuation industry.  His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999.  In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications and is the author of one of the subjects of the SMSF Association Graduate Certificate delivered through the University of Adelaide and Kaplan, which has also been adopted as part of the CA ANZ SMSF specialist program.

Tim is an SMSF Association Specialist Adviser.