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77673
Individual Podcasts

A New Era for Trustee Discretionary Distributions?

Long held views on the relatively untrammelled power of trustees in discretionary trusts to make distributions have been challenged by recent decision of the courts invalidating distributions of death benefits from self-managed superannuation funds. In this program, Nathan Yii, fr
PRESENTED BY Nathan Yii Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers , Melbourne

Date/Time

About the Podcast

Long held views on the relatively untrammelled power of trustees in discretionary trusts to make distributions have been challenged by recent decision of the courts invalidating distributions of death benefits from self-managed superannuation funds. In this program, Nathan Yii, from Nathan Yii Lawyers in Melbourne, looks at the implications of these court decisions for the scope of the discretionary powers of trustees, particularly where there is a conflict between trustee’s personal interest and the interests of other beneficiaries.

35 minutes

0.58 CPD hours

Presented By

Nathan Yii
Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor, Nathan Yii Lawyers Melbourne, Vic

Nathan Yii is the Principal Lawyer, Chartered Tax Advisor and an accredited SMSF Specialist AdvisorTM of 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. He is a leading structuring and estate planning lawyer, a university lecturer and presenter and is recognised in Doyles’ Guide as a Preeminent Wills, Estates & Succession Planning Lawyer and a Leading Wills & Estates Litigation Lawyer in Victoria in 2021.

Nathan takes a strategic approach to legal practice and focuses on tax-effective solutions, estate planning, asset protection, SMSF compliance and trusts, estates and SMSF disputes. He works with and consults to high net worth individuals, family offices, legal and non-legal professionals and their clients.

Nathan is a regular presenter in his areas of interest and expertise and regularly presents for legal and accounting CPD providers and discussion groups around 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.

CPD Information

0.58 CPD Hours

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