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The Complete Guide to Super Proceeds Trusts

DBA Lawyers is launching The Complete Guide to Super Proceeds Trusts.

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!

Usually, it costs $605, however, if you order before 1 November 2018, the fee is $495.

Click here to place an order.

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.

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This article is for general information only and should not be relied upon without first seeking advice from an appropriately qualified professional.

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