death benefits
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SMSF death benefits: Who are my dependents and why does it matter?
SMSF 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?
If 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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Super death benefits and tax explained
Your beneficiaries could end up paying more tax than necessary when they receive your superannuation death benefit if you don’t learn the rules that apply.
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Case studies: Super death benefit nominations
It 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
With the news that super funds have taken a year or more to pay families after a member dies, what can you do to protect your loved ones?
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Reversionary pensions: What they are and how they work
If 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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Case study: Recontributing a super death benefit
If 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:Â Death benefit nominations
This 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.
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Dual pension strategy: Reducing super death benefits tax for non-dependants
There’s more than one way to reduce the tax your non-dependents pay on your super death benefits, but a dual pension strategy often offers the best outcome.
