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Recorded Webinars

Recorded Webinar: Managing the Estate Plan When a Trustee or Corporate Trustee Director of a SMSF Loses Capacity

An individual trustee of a superfund or a director of a corporate trustee of a superfund may lose capacity. What protective measures should be put into place, and what is the appropriate response after it occurs is the focus of this session. It includes: W

Date/Time

About the Webinar

An individual trustee of a superfund or a director of a corporate trustee of a superfund may lose capacity. What protective measures should be put into place, and what is the appropriate response after it occurs is the focus of this session. It includes:

  • When a trustee or director loses capacity – the role of the holder of the enduring power
  • Options regarding continuity of an SMSF
  • Importance of trust deed in appointment or removal of trustees
  • Corporate v. individual trustees – comparative issues on removal
  • When does a director lose their office – situations involving loss of mental capacity
  • The company constitution and the use of successor directors

Presented By

Kimberley Martin
Director, WMM Law Hobart, Tas

Kimberley Martin B.A. LL.B. (Hons), LL.M, TEP is a director, and business owner, of WMM Law in Hobart, Tasmania. Kimberley’s range of expertise includes estate planning, tax, business succession, trusts and superannuation law, with a particular emphasis on complex needs, international, and high net worth estate planning.

Kimberley has completed her LLM (Masters) in Wills & Estates. Kimberley has a strong voice representing the legal profession at a state, national and international level through her involvement on committees, her published work, her professional presentations and media exposure. Notably, she authored a paper on ‘Technology, the Law and COVID-19‘ that was published in 56 countries. She has been interviewed on the ABC 7:30 program, in the Age and in the Sydney Morning Herald, and has had her work published in several international journals, including in the Global STEP Journal and the American Bar Association Magazine. Through the Society of Trust and Estate Practitioners (STEP), Kimberley is Secretary of the STEP Victoria-Tasmania Branch, and is a member of the STEP Australia Excellence Awards and Newsletter Sub-Committees. She was also a founding member, and member for over 10 years, of the STEP Digital Asset Special Interest Group Steering Committee. In 2018, Kimberley was an award recipient at the STEP Private Client Awards in London.

Kimberley commitment to the community is shown through her work with not-for-profits. She is currently a Director of the Board of Montagu Community Living, a member of Womens Chiefs of Enterprises International (WCEI) and is on the Board of Business Blindspots Tasmania.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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