Dispute Minimising Tips

Tax-effective options to set things up properly during one's lifetime

A key aspect of estate and succession planning is dispute prevention.  Prevention is far better than a cure down the track and therefore individuals should deal with any risks and issues during their lifetime.  This webinar will highlight the key issues in individuals’ estate planning, for example risks of elder abuse, disputes between beneficiaries and other influences.  In this webinar, we will consider the different tax-effective options available for individuals to minimise disputes, factoring different ownership structures such as companies, trusts and self-managed superannuation funds.  A case study will be used to highlight these points. Topics covered:

  • Elder abuse
  • Minimising disputes between beneficiaries
  • Tax-effective options to minimise disputes between parties, for example family trust, SMSF bespoke provisions
  • Amendments to family trust documents and the risk of resettlements

CPD hours: 1.5
Price: $129 for member, $155 for non-member
Certification is provided upon completion


Presented by: Nathan Yii


Nathan Yii is an experienced structuring and estate planning lawyer and is recognised in Doyles’ Guide as a leading Wills, Estates & Succession Planning Lawyer in Victoria. He works with accountants, financial planners and other lawyers to achieve their clients’ structuring and estate planning objectives, factoring in taxation, asset protection, SMSF compliance and dispute prevention. He consults to family businesses and family offices of high net worth individuals around Australia and also acts for clients in trusts and estate dispute matters. Nathan is a regular presenter and shares his insights with financial and legal practitioners. He is Chartered Tax Advisor, an SMSF Specialist Advisor and a lecturer in the College of Law’s Master of Laws program and holds a Bachelor of Commerce (Accounting), a Bachelor of Laws (Hons) and a Master of Laws. 
13/08/2019 11:00 AM - 13/08/2019 12:30 PM
Online, Australia

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