In this guide
Most retired couples plan to leave the bulk of their estate to their surviving spouse, which sounds straightforward. But where super is concerned, nothing is ever simple.
If you’re both retired and drawing a pension from your super, inheriting your partner’s super could have complex implications.
Mapping out some possible scenarios and strategies now could save a lot of worry at what will already be a difficult time of life.
So, what are your options?
Pension or lump sum
The starting point is whether you stand to receive the balance of your partner’s super as a lump sum or as a pension.
This guide is available with our
Retiree membership
$65 per year Learn more
Members get clear, expert guidance to help you manage your super and retirement income with confidence — fully independent and updated with current rules, strategies, and Centrelink thresholds.
Trusted by 5,000+ members · Independent · Ad-free
Leave a Reply
You must be logged in to post a comment.