Tag Archives | SuperConcepts

estate planning

How to preserve estate money in super

The transfer balance cap affects the amount of a deceased member’s benefits that can be paid to the surviving spouse as a pension or income stream, but there’s a way to retain it in the super system.

SMSF sector

The SMSF sector by the numbers

The ATO’s annual statistics on superannuation assets shows that SMSFs continue to grow but not as quickly as institutional funds, as the older age demographics of SMSF retirees made less net contributions.

death benefit

Four ways to avoid super death benefit taxes

Superannuation death benefits paid to adult children can incur a heavy tax impost, but there are strategies available to avoid paying more tax than necessary. It’s not always possible to know when you’ll die.

smsf asset allocation

SMSF asset allocation changes unexpected

A recent analysis of SMSF asset allocation shows a movement away from direct equities as trustees struggle to find value in the large caps, and the continuing popularity of cash despite low rates.

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