Overview

Lecturer: Nathan Yii, Principal Lawyer, SMSF Specialist Advisor at Nathan Yii Lawyers - Structuring & Estate Planning Law 

This subject aims to give students a broad and practical understanding of the important aspects of Australian superannuation law, with a particular focus on legal advice and transactions involving self-managed superannuation funds (SMSFs).

Students will be introduced to the various types of superannuation funds, including retail, industry, public sector and small APRA funds.The subject will cover how funds are regulated, how the member entitlements are invested, how their income is taxed,the treatment of contributions to those funds and the payment and taxation of benefits on retirement or death.

This subject also provides students with an in-depth understanding of self-managed superannuation fund (SMSFs), including the regulatory rules on the establishment, administration and winding up of an SMSF.

 

Availability

Outline

Topics in this subject include:

  • Regulatory framework for Australian superannuation and recent changes
  • Establishment and maintenance of SMSFs
  • Concessional and non-concessional contributions
  • SMSF real estate – purchase and lease options
  • Life insurance policies and superannuation
  • Family Law – SMSFs and family trusts
  • Life payments to fund members – pension options and lump sums
  • Superannuation death benefits
  • SMSF real estate – retention for the next generation


IN STEP WITH STEP

The College of Law is an Accredited Education Partner of STEP, the worldwide professional association for practitioners dealing with family inheritance and succession planning. STEP has over 20,000 members across more than 80 countries from a broad range of professional backgrounds.


One subject in either the Wills & Estates major or Estate Planning major, gives you 30 Diploma Level credits towards STEP membership. If you wish to proceed to Full STEP Membership, with use of post-nominal TEP, you must have a minimum of two years’ relevant experience and successfully complete 120 Diploma Level credits, including the successful completion of any two subjects from the following list:

  • WEP1 Foundations of Wills & Estates Practice; 
  • WEP2 Law and Practice of Estates;
  • EPP1 Foundations of Estate Planning; 
  • EPP2 Superannuation. 

 

How to enrol

1. Download and read the Program Manual (PDF).
This document contains all the terms and conditions relating to your enrolment at The College of Law.

2. Decide on your program and initial subject/s

3. Enrol online

 

 

More information