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Superannuation Series - Part 8: Estate planning

Wednesday, 3 June 2020 - 1:00 PM to
Wednesday, 3 June 2020 - 2:00 PM
     

Registration Time:

Member Price: $100.00

Non Member Price: $120.00

CPD hours:1.00

Part 8: Estate planning

Estate and succession planning is an important consideration for Australians in an ageing population. Whilst binding death benefit nominations and payment of death benefits are often thought through in an estate plan involving SMSFs, what is often left out is the risk of an individual member losing capacity.

In this webinar Nathan will examine:

  • The definition of a self-managed superannuation fund – trustee requirements
  • Dealing with issues of capacity of SMSF members and addressing incapacity in the fund deed or corporate trustee constitution
  • The necessity and use of enduring powers of attorney for members
  • Addressing control at the SMSF trustee level on loss of capacity or under power of attorney
  • The transition of control during one’s lifetime on loss of capacity and subsequently on death: lessons from Dawson v Dawson [2019] NSWSC 826; and
  • Death benefit payment issues and whether attorneys have power to make binding death benefit nominations: lessons from Re Narumon QSC 185.

Presenter:

Nathan Yii, CTA, Nathan Yii Lawyers

Nathan Yii, CTA, is the Principal Lawyer, a Chartered Tax Adviser and an accredited SMSF Specialist Advisor at the Melbourne-based legal practice, Nathan Yii Lawyers. He is a graduate of Melbourne Law School and holds a Bachelor of Commerce (Accounting), a Bachelor of Laws (Hons) and a Master of Laws. Nathan is also recognised in Doyles Guide as a leading Wills, Estates & Succession Planning Lawyer in Victoria. Nathan works with accountants, financial planners and other lawyers to achieve their clients’ structuring and estate planning objectives, factoring in taxation, asset protection, SMSF compliance and dispute prevention. He consults to family businesses and family offices of high net worth individuals around Australia. Nathan also acts for clients in trusts and estate dispute matters. Nathan is a regular presenter in his areas of interest and expertise, and regularly presents for organisations and practitioner discussion groups throughout Australia. He is also an adjunct lecturer and advisory committee board member for the Estate Planning Practice specialisation in the Master of Laws program at the College of Law. Nathan was awarded The Tax Institute’s national Dux Award for CTA3 Advisory and the prestigious Justice Graham Hill Scholarship in 2017. Nathan has also been appointed as a member of the Education Quality Assurance Board at The Tax Institute.

Special Offer

Register for the entire 10-part 2020 National Superannuation Webinar Series and save $205.