Who will inherit your superannuation after you pass? Your beloved children or the tax office?

If you were to die before you’ve had a chance to spend all your super, who would you prefer to receive what’s left over? Your loved ones or the ATO?

Many super accounts include a taxable component. So before it’s transferred to your beneficiaries, it may be taxed. Unless, that is, you can take advantage of the re-contribution strategy. This involves withdrawing the taxable component from your super and then re-contributing it as non-taxable contributions. This strategy has saved some clients tens of thousands of dollars. But it’s not a no-brainer. Whether and when you’re eligible, the amount you can re-contribute and the way you do it, all require a great deal of technical expertise. That’s where we come in.

Please don't hesitate to call us on 0405 114 150 to answer any question you may have.

Professional advice. Quite possibly the most valuable investment you‘ll ever make.