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Recorded Webinars

Recorded Webinar: Death Benefit Disputes in SMSFs: Where the Fires Start and How to Contain Them

With SMSF balances often rivalling the value of the family home, disputes over superannuation death benefits are becoming more frequent and more complex. From flawed paperwork to emotional beneficiaries, this session explores the pressure points that commonly spark conflict - and
PRESENTED BY Nathan Yii Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers , Melbourne

Date/Time

About the Webinar

With SMSF balances often rivalling the value of the family home, disputes over superannuation death benefits are becoming more frequent and more complex. From flawed paperwork to emotional beneficiaries, this session explores the pressure points that commonly spark conflict - and offers practical strategies to help prevent them from turning into full-blown disputes. It covers:

  • How and why challenges are being made to the decisions on who is to receive a death benefit
  • Tips to proactively manage trustee and beneficiary conflict of interest issues that can arise subsequent to the death of a member
  • How trustee discretion on the payment of death benefits is being challenged and processes to follow to assist with minimising risk
  • Strategies to deal with the “lumpy asset” conundrum on the death of a member
  • How documentation is falling short and the resulting consequences for:
    • invalid binding death benefit nominations
    • changes to trustees
    • amended SMSF deeds
  • Practical examples where a thorough read of the deed would have saved a lot of pain

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 leading Estates & Succession Planning Lawyer and Wills & Estates Litigation Lawyer in Victoria.

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. 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 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.

OPTIONAL ONLINE QUIZ

We will be adding an optional online quiz to the recording of this webinar to make it interactive in terms of the type of CPD that can be claimed. Upon completion of the quiz the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned. The online quiz will be available with the recording – typically within 1 to 2 days of the live webinar being held.

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.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]

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