Luke on 2CC – Do kids pay tax on a super inheritance?

The Strategy Stacker - Luke Talks Money

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Luke Smith द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Luke Smith या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

State Secrets: Inside The Making Of The Electric State

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The Secret To Getting Inspired: Millie Bobby Brown & Chris Pratt Go Behind The Scenes 21:04

7 days ago21:04

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21:04

Step into the mysterious and visually stunning world of The Electric State as host Francesca Amiker takes you behind the scenes with the creative masterminds who brought Simon Stålenhag’s dystopian vision to life. In this premiere episode, directors Joe and Anthony Russo, stars Millie Bobby Brown and Chris Pratt, writers Christopher Markus and Stephen McFeely, and producers Angela Russo-Otstot and Chris Castaldi reveal how they transformed a haunting graphic novel into an epic cinematic experience. Watch The Electric State coming to Netflix on March 14th. Check out more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

about a year ago

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Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 7 February 2025. The topic for this week is: Do kids pay tax on a super inheritance? Many people don’t realise that your kids may pay tax on a super inheritance. And while we apparently don’t have any death taxes in Australia, this superannuation tax sure behaves like it, albeit called by another name. Is there anything you can do about it? Luke explores some strategies, including the re-contribution strategy.

Thank you for joining us live on 2CC, YouTube or your favourite podcast streaming service with ‘The Strategy Stacker – Luke Talks Money’.

Key topics covered include:

What are the components of your super?
If you’re over 60 super is tax free for you, but it might not be not be for your kids when you pass.
What is a taxable component of super?
What is a non-taxable component of super ?
What is a dependent and a non-dependent child?
How do you find out what your components are?
What are the steps to solve this tax problem for non-dependent children?
What are the benefits to using a new fund to re-contribute the withdrawn funds from.
Luke shares his key tips when considering and managing this super and estate planning issue.

https://www.envisionfinancial.com.au/wp-content/uploads/2025/02/The-Strategy-Stacker-Luke-Talks-Money-07022025.mp3

Our podcast is also available on Apple Podcasts, Spotify and YouTube – ‘The Strategy Stacker – Luke Talks Money’

Do you need help to manage your superannuation and retirement?

transition to retirement — While there is a way to manage tax for your kids on your super, through the re-contribution strategy, it can be complicated and take time to implement. Make an appointment to meet with Luke if you need help.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement (including transition to retirement). Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.

Luke will return to 2CC to talk about other ‘Money Matters’ next week, we hope you can join us. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

We look forward to your company again and Luke’s book Smart Money Strategy is out now.

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The Strategy Stacker - Luke Talks Money