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

Let’s start planning for today, tomorrow and well into the future