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Individual Podcasts

A Matter of Discretion: Superannuation Trustees and Death Benefit Decisions

Superannuation trustees can have a significant discretion in determining the payment of death benefits, a power which can cause a lot of angst and disappointment to potential beneficiaries who miss out. This podcast will provide a guide to practitioners on minimising the risks of

Date/Time

About the Podcast

Superannuation trustees can have a significant discretion in determining the payment of death benefits, a power which can cause a lot of angst and disappointment to potential beneficiaries who miss out. This podcast will provide a guide to practitioners on minimising the risks of disappointment and empowering members and their intended beneficiaries to achieve their desired outcomes.

Featuring: Nathan Yii, Nathan Yii Lawyers, Melbourne, Vic.

30 minutes / 0.5 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

0.50 CPD Hours

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