Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
79207
Individual Podcasts

Keeping Superannuation Trustees on the Straight and Narrow

With superannuation now a major component of so many people’s wealth ensuring that superannuation death benefits are distributed in accordance with the member’s wishes is a key component of an estate plan. In this program, Nathan Yii, from Nathan Yii Lawyers in Melbourne, looks
PRESENTED BY Nathan Yii Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers , Melbourne

Date/Time

About the Podcast

With superannuation now a major component of so many people’s wealth ensuring that superannuation death benefits are distributed in accordance with the member’s wishes is a key component of an estate plan. In this program, Nathan Yii, from Nathan Yii Lawyers in Melbourne, looks at how a superannuation fund trustees’ discretions to distribute death benefits can be limited, managed or controlled, or as last resort challenged in the Court, as well strategies that can be adopted to manage and avoid dispute over death benefits between superannuation trustees and executors of the member’s estate.

34 minutes / 0.6 CPD units

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

0.57 CPD Hours

Go to top