Valuable Insights That Empower Your Decision-making

As you may be aware, last month we spoke about this topic on the show and we received the most enquiries of any show to date! It was obvious based on this that it is a huge concern for retirees and we thought a follow up on this issue would be prudent.

So what’s this all about?

The “death tax” is the tax on your super or pension that is left to an adult non-dependent child upon your untimely passing.

Let’s consider Account Based Pension accounts first as this is where you have some control over the outcome.