Training and presentations
Principal lawyer, Chartered Tax Advisor, Trusts and Estates Practitioner and SMSF Specialist Advisor™️ Nathan Yii is a regular presenter for practitioner discussion groups and professional education providers all around Australia.
He’s also adjunct lecturer at the College of Law in the Estate Planning specialisation of the Masters of Laws program.
Areas of expertise
Estate planning
Estate and Succession Planning 1 – The essentials
Estate and Succession Planning 2 – Advanced topics
Estate and Succession Planning 3 – Blended families
Estate and Succession Planning 4 – Preventative planning
Estate and Succession Planning 5 – Drafting testamentary trusts
Estate and Succession Planning 6 – Taxation issues
Self-managed superannuation funds
Self-Managed Superannuation Funds 1 – The essentials
Self-Managed Superannuation Funds 2 – Business real property
Self-Managed Superannuation Funds 3 – Borrowing in SMSFs
Self-Managed Superannuation Funds 4 – In-house assets, unrelated trusts, ungeared trusts and pre-1999 trusts
Self-Managed Superannuation Funds 5 – Estate and succession planning and powers of attorney
Self-Managed Superannuation Funds 6 – Second generation planning
Structuring issues
Excepted Proceeds Trusts
Structuring and Estate Planning for vulnerable beneficiaries – Protective and special disability trust options
Structuring Businesses and Investments
Defending the Citadel – Ownership of Family Home
Parent to Child Loans
Dispute Resolution
Family provision – the essentials
Family trust control and benefit – the essentials
Death benefit disputes
Tax-effective resolution of wealth disputes and family provision claims