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Recorded Webinars

Recorded Webinar: Avoiding SMSF Trust Deed Disasters

The trust deed should underpin the trustees’ actions. It is essential that the deed meets the requirements of the fund and addresses bespoke fund management requirements. However, many trustees have a ‘set and forget’ attitude towards the trust deed. This session examines how to
PRESENTED BY Nathan Yii Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers , Melbourne

Date/Time

About the Webinar

The trust deed should underpin the trustees’ actions. It is essential that the deed meets the requirements of the fund and addresses bespoke fund management requirements. However, many trustees have a ‘set and forget’ attitude towards the trust deed. This session examines how to ensure the trust deed is valid and supports the SMSF’s strategies, including:

  • Key provisions in trust deed and importance of trustee awareness
  • Understanding the investment power in the trust deed – is it appropriate?
  • The challenge of keeping the trust deed current:
    • is the trust deed up to date in light of recent developments?
    • does it allow for ‘new’ types of investments such as digital currency?
  • Is the trust deed ambiguous or poorly drafted?
  • The trust deed and death benefits – the issue with power of attorneys
  • Amending the trust deed correctly

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.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD/Training hour. Lawyers can claim up to 1 CPD unit/point – substantive law . This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

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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