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What actually happens to your superannuation when you pass away, and how can gifting money to kids impact your age pension?
In this episode, we unpack the often misunderstood intersection between super, inheritance planning, and Centrelink pension eligibility.
You’ll learn:
- How super is treated after death, and who really gets it
- What the “gifting rules” mean for retirees helping out family
- Why giving away money too soon could reduce your pension
- How to plan smarter with re-contributions, beneficiary nominations & estate strategies
Whether you’re already retired, planning to downsize, or thinking about family wealth transfer, this episode will help you avoid costly mistakes and protect both your legacy and your income.
About Wealthlab
Wealthlab helps Australians build wealth, grow businesses, and live life on their terms, through smart financial advice, investing strategies, and financial education.
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Disclaimer:
General advice only. This content doesn’t consider your objectives, financial situation or needs. Consider whether it’s appropriate for you and read our FSG before acting. Past performance is not a reliable indicator of future results. Wealthlabplus Pty Ltd (AFSL 485478).
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