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The Complete Guide to Super Proceeds Trusts

To instruct DBA Lawyers to draft a superannuation proceeds trust, click here

DescriptionSoftcopy *
The Complete Guide to Super Proceeds Trusts$495 until 31 October 2018 (from 1 November 2018, the fee is $605)
* Pricing includes GST

The publication is provided as a single use licence for one office of a firm or for one taxpayer. Further licences can be purchased if required.

The Complete Guide to Super Proceeds Trusts is a 20+ page document that aims to be the most comprehensive guide ever written on when to use a superannuation proceeds trust.

It covers:

  • What exactly is an SPT?
  • What is the key benefit of setting up an SPT?
  • What checklist should advisers retain on file to help evidence that they have thoroughly considered whether to implement an SPT?
  • Can an SPT be set up after a member’s death?
  • Should an SPT be set up after a member’s death?
  • Can you have multiple discretionary income beneficiaries of an SPT?
  • Can you have multiple discretionary capital beneficiaries of an SPT?
  • When is an SPT superior to a death benefit pension paid to an orphaned child?
  • How do SPTs integrate with the TBC rules (and the cap increment rules)?
  • Much more!

Click here to place an order.

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