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

Date: Thursday 26th May 2022
Duration: Approximately 1 Hour

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
Recorded Webinars,Wills and Succession Law,Recorded 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

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.

Nathan is a regular presenter in his areas of interest and expertise and regularly presents for legal and accounting CPD providers and discussion groups around Australia.  He is also an adjunct lecturer and advisory committee board member for the Estate Planning Practice Specialisation in the Master of Laws program at the College of Law. 


This webinar is suitable for succession lawyers – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.


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.

WA lawyers – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

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 2022

Product Code: WBQMAY22
 Price:  $269.50 (Inclusive of GST)
© 2022 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.