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

If you are a new student 

Apply via our online application form that will take less than 15 minutes to complete. Simply press the Enrol button below. 

To make an application online, please note you will need the following documentation ready to upload:

  1. A copy of your Academic Transcript  
  2. A passport-sized current colour photo (does not need to be an official passport photo)
  3. If you are not an Australian citizen, evidence of your status  

You will also need to have the following at hand:

  1. CHESSN (Commonwealth Higher Education Student Support Number) if you have one  
  2. Your student number relating to your law degree / Diploma of Law / JD or equivalent.
  3. Your Tax File Number if paying via FEE-Help (student loan)

After completing the online application you will receive a confirmation email of your application – your enrolment is not complete at this stage.

We will email you once your application has been processed and your enrolment confirmed. This email will contain information about orientation, the onsite week and the learning portal.

 

Enrol

 

If you are a re-enrolling student 

Complete the re-enrolment process online in the Career Portal.

You will need your student number and password to login. 

 

Enrol

 
 

More information