Is there a death tax in Australia? The truth about super and tax

01/07/2025 30 min Episodio 70
Is there a death tax in Australia? The truth about super and tax

Listen "Is there a death tax in Australia? The truth about super and tax"

Episode Synopsis

Send us a textNo one likes thinking about what happens when they die, but sorting it out now can save your family a world of stress later.In this episode, Josh and Billy break down everything you need to know about estate planning. They cover wills, superannuation, life insurance, and the tax traps most people don’t even know exist. You’ll learn how super, and insurance payouts actually work, what happens if you die without a will, and why binding nominations matter more than you think. They also dive into real-world strategies like testamentary trusts, protecting family wealth, and what to watch out for when DIY-ing your will. Whether you're single, have a young family, or just want to get your affairs in order, this episode will help you take the right first steps. If you’ve been putting it off, now’s the time to sort it. ---- Want to find a Adviser that suits your financial needs:https://www.linkwealth.com.au/ Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link Get in touch with Billy:https://www.linkwealth.com.au/billy-norman-link Josh's TikTok: https://www.tiktok.com/@joshleefinadv Billy's TikTok: https://www.tiktok.com/@billynormanfp Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified Our Financial Services + Credit Guide: https://irp.cdn-website.com/91137b04/files/uploaded/Link-Wealth-Advice---FSCG-Version-3.2-210825-Current.pdf ---- General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.