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 u
PRESENTED BY
Ian Burgess
Partner, Ernst
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, ErnstCPD Information
0.42 CPD Hours