death benefits
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Dual pension strategy: Reducing tax on inherited super
UpdatedYour spouse can inherit your super tax free, but adult children often can’t. Starting a second pension can reduce the tax they pay.
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Reversionary pensions: What they are and how they work
UpdatedIf you want your partner to continue receiving your super pension when you die, a reversionary pension can make the process easy for them at what can be a difficult time.
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Super death benefits and tax explained
UpdatedUnderstand the rules so your beneficiaries don’t lose too much of your super to tax.
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SMSF death benefits: Who are my dependents and why does it matter?
UpdatedSMSF trustees must have a good understanding of who death benefits can be paid to and how these payments are taxed. Knowing who your ‘dependents’ are is therefore essential.
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Should you withdraw super before death to minimise tax for your beneficiaries?
UpdatedIf you are faced with a terminal illness and still have a substantial super balance, there are ways to minimise the tax your non-dependent beneficiaries end up paying.
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Case study: Choosing the right super death benefit nomination
UpdatedIt may seem like a simple matter to leave your super to your loved ones when you die, but choosing the wrong type of nomination can have costly unintended consequences.
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Super after death: How to get it to beneficiaries fast
UpdatedWith super funds taking a year or more to pay families after a death, what can you do to protect your loved ones?
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Case study: Combining super pensions after a spouse dies
UpdatedIf your partner dies and you would like to combine your pension with their death benefits, this strategy could provide the way.
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Webinar: Death benefit nominations
UpdatedThis webinar will guide you through the importance of death benefit nominations as they apply to large and small superannuation funds. We will cover what you should consider when making a nomination as well as some of the twists and turns that can unexpectedly occur.
