Noel Whittaker's Blog
By Noel Whittaker
Recently I’ve received a number of emails asking about the death tax of 17 per cent on the taxable portion of a superannuation payout that is left to a non-dependant. In this context, a spouse is always a dependant, whether they are working or not. One way to lessen the death tax is to reduce …
Superannuation is back in the news with a raft of recommendations from the Productivity Commission about ways we can make the superannuation system better. One area under scrutiny is Self Managed Superannuation Funds. The view of the commission is that many people running self-managed funds are insufficiently skilled, and often the returns of their funds …
“What kind of superannuation fund should I have?” is a question I am often asked. There is no simple answer because, like choosing a home loan, you need one that is right for your particular situation. Naturally, fees are an important consideration, but I believe that transparency of fees is often a more important issue …