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Recorded Webinars

Recorded Webinar: Maximising Super in the Estate Plan: It's Time to get Strategic

Superannuation forms a large part of a client’s wealth outside of their personal estate. However, not all super strategies are created equal. This session provides advanced planning strategies to maximise the impact of super, with a focus on contributions and pensions. It covers:
PRESENTED BY Nathan Yii Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers , Melbourne

Date/Time

About the Webinar

Superannuation forms a large part of a client’s wealth outside of their personal estate. However, not all super strategies are created equal. This session provides advanced planning strategies to maximise the impact of super, with a focus on contributions and pensions. It covers:

  • Tax effective pension strategies
  • Reversionary v non-reversionary pensions
  • Optimising the amount held in tax free retirement phase
  • When should you restructure a member’s retirement phase pensions?
  • Contributions to suit your client’s long-term estate plan
  • Combining benefit withdrawal and contribution strategies
  • Death benefits and the transfer balance cap
  • Assessing the impact of COVID-19 on super

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 lawyers and accountants throughout Australia who advise in estate planning matters. 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. FASEA – category “Technical Competence” – 1 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 April 1 st 2021, due to the new 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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