Estate Planning Challenges with SMSFs

Thursday, 6 March 2025
Description

Attend and earn 0.5 CPD hour in Substantive Law 

This program is based on WA legislation 

SMSFs and Estate Planning: The Dichotomy a World Apart

  

  • Tax  
  • Death Benefit vs Member Benefits  
  • Estate planner’s tools 
  • Documentation  

Presented by Yikai Hoe, Founding Director, Provident Lawyers  

Chair

Rein Squires, Barrister, Francis Burt Chambers  

Presenters


Rein Squires, Barrister, Francis Burt Chambers
Rein is a commercial barrister with experience in the areas of contract law, property rights, guardianship and administration matters and the administration of trusts and deceased estates. Rein has been listed as a leading and recommended barrister in Western Australia in Doyle’s Guide for Wills & Estates Litigation (2024 and 2023, respectively). He is a committee member of the Society of Trust and Estate Practitioners of Western Australia (STEP WA) and chairs its policy sub-committee. Rein is also a member of the national policy committee of the Society of Trust and Estate Practitioners Australia Limited (STEP Australia).


Yikai Hoe CTA, Director, Provident Lawyers
Yikai is the founder of Provident Lawyers. Yikai practices in superannuation and tax law and assists business clients and professional advisers with a myriad of legal solutions on all types of superannuation, tax compliance and commercial matters. He also delivers tailored estate planning and succession strategies to high net worth clients and is a SMSF Specialist Advisor (SSA), Chartered Tax Adviser (CTA) and Trusts and Estate Practitioner (TEP). He has presented on various superannuation, tax, estate and succession planning and commercial law topics.

Thursday, 6 March 2025
Description

Attend and earn 0.5 CPD hour in Substantive Law 

This program is based on WA legislation 

SMSFs and Estate Planning: The Dichotomy a World Apart

  

  • Tax  
  • Death Benefit vs Member Benefits  
  • Estate planner’s tools 
  • Documentation  

Presented by Yikai Hoe, Founding Director, Provident Lawyers  

Chair

Rein Squires, Barrister, Francis Burt Chambers  

Presenters


Rein Squires, Barrister, Francis Burt Chambers
Rein is a commercial barrister with experience in the areas of contract law, property rights, guardianship and administration matters and the administration of trusts and deceased estates. Rein has been listed as a leading and recommended barrister in Western Australia in Doyle’s Guide for Wills & Estates Litigation (2024 and 2023, respectively). He is a committee member of the Society of Trust and Estate Practitioners of Western Australia (STEP WA) and chairs its policy sub-committee. Rein is also a member of the national policy committee of the Society of Trust and Estate Practitioners Australia Limited (STEP Australia).


Yikai Hoe CTA, Director, Provident Lawyers
Yikai is the founder of Provident Lawyers. Yikai practices in superannuation and tax law and assists business clients and professional advisers with a myriad of legal solutions on all types of superannuation, tax compliance and commercial matters. He also delivers tailored estate planning and succession strategies to high net worth clients and is a SMSF Specialist Advisor (SSA), Chartered Tax Adviser (CTA) and Trusts and Estate Practitioner (TEP). He has presented on various superannuation, tax, estate and succession planning and commercial law topics.

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Estate Planning Challenges with SMSFs

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DELIVERY MODE BELOW

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Single Session
CPD Points 0.5
$90.00
On Demand 20250720 20250306

On Demand

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