Superannuation Death Benefits: 3 Ways to Reduce Hidden Death Tax

How to protect your children’s inheritance by reducing tax on superannuation death benefits.

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   • Step 3 - Minimise Tax  


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DISCLAIMER

This information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision. You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.

Past performance is not an indication of future performance.

This presentation has been prepared and presented by Roger Perrett, Freshwater Wealth Management Pty Ltd CAR no.1307016, Alliance Wealth Pty Ltd AFSL No.449221. This information cannot be used or copied in whole or part without our express written consent.

While every effort has been made to ensure the accuracy of the information, it is not guaranteed. It is based on our understanding of regulations and laws as at the publication date. As these are subject to change you should talk to a professional adviser for the most up-to-date information.

To the maximum extent permitted by law, no person including Alliance Wealth Pty Ltd nor its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.

Licensee: Alliance Wealth Pty Ltd | AFSL No. 449221 | www.centrepointalliance.com.au/fsg/aw |

Roger Perrett | Freshwater Wealth Management Pty Ltd | Corporate Authorised Representative No. 1307016 |