Show Notes
Superannuation and estate planning is a complex enough topic - but when you throw testamentary trusts into the mix, things can get confusing fast!
In this episode, I cut through the confusion and explain what a Super Proceeds Trust actually is, how it works, and when to use one to help your clients have their cake and eat it too.
We’ll cover:
The fundamentals of a Super Proceeds Trust
How Super Proceeds Trust fit into your estate plan strategies
Why it's such an important tool for managing super death benefits when using testamentary trusts
When it makes sense to use one (and when it doesn’t)
This episode will help it all make sense — and give you practical takeaways you can use straight away.
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