Superannuation proceeds trusts – All your questions answered

$150.00 +GST

 The impact of the intergenerational transfer of trillions of dollars of wealth is arguably most stark in the SMSF space. Understandably, the asset protection and tax planning benefits that are often catalysts for establishing an SMSF become even more important on a member’s death. 

Superannuation proceeds trusts (or SPTs) are arguably the only structure that provide a pathway for achieving key estate planning objectives. This on demand training will be a deep dive into all key issues advisers must be aware of in relation to the 3 key forms of SPTs, namely: 

  1. Bloodline testamentary SPTs  
  2. Post death SPTs  
  3. Inter vivos SPTs.

Registration to this event includes: 

  • 1 hour recording
  • Slides and recording to access for 3 months after purchasing the event  
  • SMSF Association accredited CPD certificate for 1 hour 

Presented by

Matthew Burgess
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