Ep 376: How to Avoid the 17% Super Death Tax
Read Full Blog HereIn this episode, Campbell Wallace tackles one of the most overlooked yet significant taxes in retirement planning: the 17% superannuation death benefit tax. While Australia doesn’t have a formal inheritance tax, this “sneaky tax” can quietly strip hundreds of thousands from your estate if left unmanaged, particularly when adult children inherit super balances with large taxable components. Campbell explains why this tax exists, who it applies to, and how to work around it using smarter strategies.He breaks down the traditional recontribution approach and explains why it…
The skinny
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