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Estate planning video
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Member Price: $99.00
Non Member Price: $121.00
Publication date: 03 Jun 20 | Source: NATIONAL DIVISION, THE TAX INSTITUTE
Abstract:
This video covers:
- definition of a self-managed superannuation fund
- dealing with issues of capacity of SMSF members - addressing control at the SMSF trustee level on loss of capacity
- the necessity and use of enduring powers of attorney for members
- addressing incapacity in the fund deed or corporate trustee constitution.
Purchase individual materials from this session:
Estate planning
Author(s):
Nathan Yii
Material from this session:
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Author profile
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 2025Individual sessions
Estate planning
Author(s): Nathan YiiMaterials from this session:
-
insert_drive_file
- insert_chart
- ondemand_video
- headset
- shopping_cart Add all items to cart - $265.60
Further details about this event:
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