17 July 2026

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Testamentary trusts post-budget: Estate planning, tax reform and the ‘death tax’ debate High quality businesses are on sale Meg on SMSFs: The CGT changes don’t impact super but what about Div 296 tax decisions?The strange effect of the 30% minimum capital gains tax Ranking three common retirement strategies

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1-4 out of 4 results.

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.

Strategies for avoiding the super 'death duty'

Noel Whittaker
6 September 2018
12

The 17% tax on the taxable component of superannuation paid to non-dependants upon death acts like a death duty, and it's worthwhile finding out how to avoid it using legal means.

Four ways to avoid super death benefit taxes

Mark Ellem
29 September 2016
35

Superannuation death benefits paid to adult children can incur a heavy tax impost, but there are strategies available to avoid paying more tax than necessary. It's not always possible to know when you'll die.

Tax paid by your SMSF can be returned to your dependants

Monica Rule
5 February 2015
1

How would you like the tax paid by your SMSF to be returned to your dependants upon your death? In some cases, an anti-detriment payment can make it possible.

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Testamentary trusts post-budget: Estate planning, tax reform and the ‘death tax’ debate

Proposed Budget changes to taxation are casting new uncertainty over testamentary trusts, prompting closer scrutiny of estate planning structures and the real implications of reforms still taking shape.

Dr. Sylvia Villios
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High quality businesses are on sale

Beneath the dominance of the ASX's largest stocks, much of the market has been left behind. High-quality companies are now trading at levels rarely seen, offering opportunities for investors willing to look deeper.

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Meg on SMSFs: The CGT changes don’t impact super but what about Div 296 tax decisions?

New CGT rules could tip the scales in the super vs non-super debate. For those facing the Division 296 tax, the case for withdrawing has gotten more complex. A "comparison rate" tool may help assess decisions.

Meg Heffron
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The 30% minimum tax on capital gains sits at the heart of the budget's proposed reforms. Yet the mechanics reveal anomalies that introduce unexpected distortions that raise questions about its design.

Tony Dillon
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Ranking three common retirement strategies

The defining challenge of retirement isn't just about building wealth, it's about converting your lifetime savings into sustainable income. A holistic understanding of different strategies can improve long-term outcomes.

Mark LaMonica CFA
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Welcome to Firstlinks Edition 667 with weekend update

The downfall of the giant and three lessons for investors.

18 June 2026

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