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Death of members: to end or not to end an SMSF? presentation

Member Price: Free
Non Member Price: $15.00

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Published on 01 Sep 22 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers an overview of issues to consider on death of a member as it relates to SMSFs.

Author profiles

Nathan Yii CTA
Nathan Yii, CTA, is the Principal Lawyer, a Chartered Tax Adviser and an accredited SMSF Specialist Advisor™ 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. Nathan is recognised in Doyles’ Guide as a leading lawyer – 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 organisations and practitioner discussion groups throughout 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. Nathan was awarded The Tax Institute’s national Dux Award for CTA3 Advisory and the prestigious Justice Graham Hill Scholarship in 2017. Nathan has also been appointed as a member of the Academic Board at The Tax Institute. - Current at 23 July 2025
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Fe Guan

 

This was presented at Death & Taxes Conference .

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Individual sessions

Estate income and administration – who is entitled and who bears the cost?

Author(s):  Michael FLYNN

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Death of members: to end or not to end an SMSF?

Author(s):  Nathan Yii,  Fe Guan

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Navigating the super highway

Author(s):  Caite Brewer

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The gift of life estates

Author(s):  Philip Bender

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Taking on an Executorship – ethics, conflicts and other complications

Author(s):  Emma WOOLLEY

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Managing Business Entities in Estate Administration

Author(s):  Andrew Smyth

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International issues – Part 1

Author(s):  Adele Townsend

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Further details about this event:

 

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