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My client is dead – Super! presentation

Published on 21 Feb 19 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • superannuation planning
  • common estate planning strategies
  • WA duties
  • federal taxes.

Author profile

Yikai Hoe CTA
Yikai is the director and founder of Provident Lawyers, a superannuation, taxation and commercial law firm in Western Australia. He is a SMSF Specialist Advisor and Chartered Tax Adviser and has a Bachelor of Laws and Sciences (Pharmacology) from the University of Western Australia. At Provident Lawyers, Yikai works closely with SMSF advisers, accountants and financial planners to provide legal support on all areas of superannuation and tax laws and particularly in compliance and transactions involving SMSFs. He also has experience in state duties, trusts, property, commercial transactions, business succession planning and estate planning law. Yikai was also a tax consultant for 3 years with top-tier accounting firm prior to becoming a lawyer. He is passionate about sharing his knowledge and experience and has presented at various seminars for Legalwise and The Tax Institute on superannuation and tax topics. - Current at 23 January 2020
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This was presented at 2019 Estate and Succession Planning Intensive .

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