27 August 2026

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Are you making these SMSF mistakes?Why have Australian living standards 'fallen' and how do we fix it?Retirement spending is not one-size-fits-all Will you run out of money in retirement?Four options for an income investor’s next dollar

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Home / Binding Death Nominations

Binding Death Nominations

1-6 out of 6 results.

Div 296 may mean your estate pays tax on assets your beneficiaries never receive

Rachael Rofe
8 April 2026
13
6

The new super tax, applying from 1 July, introduces more than just a higher rate on large balances. It brings into focus a misalignment between where wealth sits and where the tax on that wealth ultimately falls.

Want your loved ones to inherit your super? You can’t afford to skip this one step

Tobias Barkley
4 March 2026
27
10

One in five Australians die before retirement and most have not set up their super properly so their loved ones can benefit from all their hard work and savings.

What happens to your super when you die?

Brooke Logan
21 August 2024
19

Nominating beneficiaries with your super fund is the only way to direct your death benefits to the people you want to receive it. The steps you take will depend on your circumstances and who your intended beneficiaries are.

Meg on SMSFs: Why a trust deed is still important

Meg Heffron
10 January 2024
12

Even though SMSF trust deeds are often generic nowadays and almost always easy to change, they’re still vital. They’re definitely not all the same so it’s important that SMSF trustees know what they’ve got.

Estate planning and your wishes after death

Gemma Dale
28 July 2016
1

Estate planning involves making a lot of difficult decisions. In Part 3 of this series, three often-overlooked issues are explored: power of attorney, superannuation death benefits, and insurance.

The will power of binding death nominations

Monica Rule
2 October 2014
4

Contrary to popular belief, superannuation assets do not automatically form part of a person’s estate pursuant to a will. If you want your super to be distributed as part of your estate, you'll need a binding death nomination.

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Are you making these SMSF mistakes?

After four decades advising investors, there are a few common mistakes I've seen SMSF investors make. From holding too much cash and chasing yield to overtrading and trusting tips. Are these errors costing you?

Marcus Padley
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Why have Australian living standards 'fallen' and how do we fix it?

For the last few years there has been much talk of a 'cost-of-living' crisis in Australia and of 'falling living standards'. Lately this has flared up again with the pickup in inflation resulting in a renewed fall in real wages.

Shane Oliver
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Matt Werakso
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Will you run out of money in retirement?

Fear of running out has become a defining retirement anxiety. Why do some retirees die with substantial wealth while others deplete their nest egg? Evidence suggests the answer is more complicated than we think.

Harry Chemay
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Four options for an income investor’s next dollar

What if Australia’s golden age of dividends is ending? Rather than overhaul your portfolio, it may be worth considering where new capital can work harder. I discuss four income strategies and the trade-offs behind each.

Mark LaMonica CFA
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The missing link in the CGT debate

A little-noticed consequence of Labor’s tax changes could have implications well beyond investors’ tax bills. The issue raises bigger questions about incentives, capital allocation and the drivers of long-term economic growth.

Tony Dillon
22 July 2026

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