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Recorded Webinars

Recorded Webinar: Managing Incapacity Risk in your SMSFs

Advisers must address incapacity pre-emptively; it’s the only way to ensure that the right people maintain control. With our ageing population, it’s never been more important for advisers to be across the key issues. This session covers: Who determines whe
PRESENTED BY Nathan Yii Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers , Melbourne

Date/Time

About the Webinar

Advisers must address incapacity pre-emptively; it’s the only way to ensure that the right people maintain control. With our ageing population, it’s never been more important for advisers to be across the key issues. This session covers:

  • Who determines whether a member/trustee is incapacitated?
  • Evaluating the trustee member and shareholder structure of the fund
  • Determining who controls the fund on incapacity of each member
  • Use of powers of attorney for each member
  • Addressing incapacity in the fund deed and corporate trustee constitution
  • Determining who has voting rights attaching to share impacted by incapacity
  • Power to appoint or remove fund trustee
  • Addressing deadlock in voting situations
  • Case studies

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. FASEA – category “Technical Competence” – 1 hour. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

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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