Description

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.