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 Live Webinar: Protecting the Bank of Mum and Dad: What Should Be in a Family Loan Agreement?

Date: Wednesday 29th March 2023
Vic, NSW, ACT, Tas: 2pm to 3pm
Qld: 1pm to 2pm
SA:  1.30pm to 2.30pm
NT:  12.30pm to 1.30pm
WA: 11am to 12pm

Adult children are increasingly looking to their parents to fund education expenses or property purchases as the cost of living rises and wages remain stagnant. This session will provide a guide to documenting loan arrangements between parents and their children with a focus on protecting parents while maintaining family relationships, including:

  • Acting for one party – determining who your client is and obtaining appropriate instructions
  • Gift or loan? Considering intention and how to ensure document accurately reflects them
  • Tips for binding and enforceable agreements
  • Agreement essentials including:
    • determining the parties – children and spouses?
    • detailing the consideration including future obligations
    • repayments, instalments and timing
    • what conditions or restrictions are required?
    • when should security be taken?
  • Drafting for future circumstances including relationship breakdowns, death and changed situations
  • Updating wills to reflect loan agreements and forgiveness of loans
  • Drafting tips to withstand challenges
Live Webinars,Estate planning,Live Webinar: Protecting the Bank of Mum and Dad: What Should Be in a Family Loan Agreement?

Nathan Yii, Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers, Melbourne, Vic

Nathan Yii is the Principal Lawyer, Chartered Tax Advisor and an accredited SMSF Specialist AdvisorTM of the Melbourne based legal practice, Nathan Yii Lawyers. He is a graduate of Melbourne Law School and holds a Bachelor of Commerce (Accounting), a Bachelor of Laws (Hons) and a Master of Laws. He is a leading structuring and estate planning lawyer, a university lecturer and presenter and is recognised in Doyles’ Guide as a Preeminent Wills, Estates & Succession Planning Lawyer and a Leading Wills & Estates Litigation Lawyer in Victoria in 2021.

Nathan takes a strategic approach to legal practice and focuses on tax-effective solutions, estate planning, asset protection, SMSF compliance and trusts, estates and SMSF disputes. He works with and consults to high net worth individuals, family offices, legal and non-legal professionals and their clients.


This webinar is suitable for lawyers throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.


Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

© Television Education Network Pty Ltd 2023

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.

At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RB7MAR23
 Price:   $269.50 (Inclusive of GST)
© 2023 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.