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 Recorded Webinar: Tax Efficient Use of Super Proceeds Trusts and Testamentary Trusts for Super

Date:  Tuesday 5th April 2022
Duration:  approx. 1 hour

With the creation of the transfer balance cap (now $1.7million), some clients may need to direct all or part of their death benefits (which would otherwise have been paid as a pension) to their estate and perhaps to a super proceeds trust.  Now is the time to understand when a SPT is appropriate and how the concessional tax treatment applies. This session looks at:

  • How do SPTs work?
  • How are they established?
  • Who is a death benefit dependent?
  • SPT and income beneficiaries
  • Can you establish a SPT after death?
  • Capital requirements
  • What are the key advantages of a SPT? Tax efficiency, flexibility and asset protection
  • SPTs v child pensions
  • When would you consider a TT receiving a super death benefit?
Recorded Webinars,Taxation,Recorded Webinar:  Tax Efficient Use of Super Proceeds Trusts and Testamentary Trusts for Super

Ian Burgess, Partner, Ernst & Young, Brisbane

Ian Burgess is a Tax Partner at EY, based in Brisbane. He is the EY Private Deputy and Tax Leader for Asia Pacific and has more than 30 years’ experience working with high wealth family groups.

Ian advises private business owners and investors on structuring business and investment interests and on wealth accumulation, superannuation, succession and estate planning strategies.


This webinar is suitable for lawyers and accountants 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.


Accountants can claim up to 1 CPD/Training hour.  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: WBBAPR22
 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.