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Recorded Webinars

Recorded Webinar: Keeping Superannuation Trustees on the Straight and Narrow

Ensuring superannuation is dealt with after death in the manner intended by the member requires careful planning, preparation and management. This session will provide a guide to practitioners in super - proofing one of their client’s biggest assets, including:
PRESENTED BY Nathan Yii Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers , Melbourne

Date/Time

About the Webinar

Ensuring superannuation is dealt with after death in the manner intended by the member requires careful planning, preparation and management. This session will provide a guide to practitioners in super - proofing one of their client’s biggest assets, including:

  • Fitting superannuation into estate planning
  • Why binding death nominations are essential and the consequences of failing to have one
  • Duties of trustees and responsibilities for discretionary decision - making
  • Deed drafting tips for minimising or limiting decision - making and risks
  • When and how are superannuation trustees’ decisions reviewable?
  • Strategies for managing disputes between the estate and a superfund
  • Practitioner self - checks on client obligations and conflict of interest in disputes involving super funds and potential claimants
  • Case update including Wareham v Marsella [2020] VSCA 92

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 succession lawyers – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

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 – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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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