2017 Estate planning update

Course ID ID17087_WEP

  • Online
  • 2
  • Intermediate

In this two-hour online course, hear from leading SMSF Advisor and Lawyer, Nathan Yii, as he discusses recent developments in the area of estate planning.


Full Price $240.00

Alumni/Member Price $216.00


Start date:

01 April 2017

End date:

31 March 2018

About This Course


This two-hour online course will focus on:

  • The estate planning process: what do you as the lawyer need to know?
  • Overview of testamentary trusts and the different types
  • Advantages of testamentary trusts
  • When to use testamentary trusts
  • Estate planning with other structures including family trusts and SMSFs
  • New superannuation rules and the $1.6m pension account balance limit

Designed for

This seminar complies with the mandatory requirement of Substantive Law.



Presenter biography

Nathan Yii

Principal, Nathan Yii Lawyers

Nathan Yii is the Principal Lawyer and an accredited SMSF Specialist Advisor of the Melbourne based legal practice, Nathan Yii Lawyers – Structuring & Estate Planning Law. He is a leading structuring and estate planning lawyer, having a formidable reputation in Australia as a legal practitioner, university lecturer and presenter. He provides legal advice and services to accountants, financial advisors, legal practitioners and their clients in the areas of structuring and estate planning. In particular, Nathan's main areas of practice involve:


  • The use of trusts, SMSFs and other structures
  • Small Business CGT Concessions and Division 7A management
  • Complex estate and succession planning involving trusts, SMSFs and private companies
  • SMSF compliance and transactions including those involving limited recourse borrowing arrangements
  • Structuring of property developments
  • Asset protection (creditor risk, family law risk and family provision risk)


Nathan understands his clients’ needs. He works with them and their advisers to ensure that the complex tax, duty, family and estate laws that govern these areas are distilled down to a form that can be readily understood and applied to their advantage.

Nathan is a regular presenter for practitioner discussion groups and professional education providers in his areas of interest and expertise including Television Education Network and the Law Institute of Victoria. He is also an adjunct lecturer in the Master of Laws program at the College of Law.



Please check the technical requirements for accessing this online seminar contained here. 

Once registered we will send you the access information you will need to log on to our Learning Portal from where you will be able to view the seminar.