Avoiding Death Taxes


Hello and welcome back to the 360 Money Matters podcast! Not paying taxes is always an exciting concept. Today we are fighting Australia’s War on Tax and showing you how you can create massive tax savings for you and your beneficiaries?

Superannuation has been the dominating topic of this podcast for the past few weeks. But for this episode, we’re going to take a different approach to the topic by discussing a highly beneficial tax strategy inside superannuation so you can not only pay less tax but also avoid what we’d like to call “The Death Tax.”

By executing on this strategy, you are not only protecting your future, but also the futures of your beneficiaries for when they eventually inherit your superannuation balance. Stay tuned!

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This podcast contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. This information is provided by Billy Amiridis and Andrew Nicolaou of 360 Financial Strategists Pty Ltd, authorised representatives and credit representatives of AMP Financial Planning – AFSL 232706

 

Episode Highlights: 

  • The Re-contribution Strategy and how it works
  • How to swap around the taxable component in your super to tax-free
  • How to save tax on both your personal income and future beneficiaries
  • The benefits and limitations of this strategy
  • Three important considerations

 

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