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78301
Individual Podcasts

Tax Efficient Use of Super Proceeds Trusts and Testamentary Trusts for Super

With the creation of the transfer balance cap (now $1.7 million), 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. This podcast will assist in gaining an

Date/Time

About the Podcast

With the creation of the transfer balance cap (now $1.7 million), 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. This podcast will assist in gaining an understanding of when a SPT is appropriate and how the concessional tax treatment applies.

Featuring: Ian Burgess, EY, Brisbane

25 mins / 0.4 CPD hours

Presented By

Ian Burgess
Partner, Ernst

CPD Information

0.42 CPD Hours

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