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Important information
Introduction
Income needs in retirement
Re-balancing your investments
Separation or divorce
Inheritance
Death of a spouse
Managing your own superannuation affairs
Supporting loved ones
Illness or disability
Important information
Introduction
Overview and qualification requirements
The Means Test
Age Pension example
How an Adviser can help
Applying for the Age Pension
Short quiz
Important information
Accessing your superannuation details in myGov
Accessing your total superannuation balance
Accessing your concessional contribution history
Collecting information regarding your bring forward arrangement
Accessing information regarding your carry forward concessional contributions
Collecting information regarding your transfer balance cap
Further information
Important information
Overview and benefits
Eligibility requirements
Deemed income from account-based pensions
Applying for the CSHC
Important information
Introduction
Who can receive a superannuation death benefit?
What types of beneficiary nominations are available?
How are superannuation death benefits paid to a dependant taxed?
Short quiz
Overview
Important information
Introduction
Who is a dependent?
How super death benefits are taxed
Example: Taxing of a death benefit income stream
Important considerations
Short quiz
Important information
Introduction
Who is a dependent?
How super death benefits from an untaxed fund are taxed
Taxing of a death benefit income stream with an untaxed component
Important considerations
Short quiz
Important information
Introduction
How tax applies to death benefits received as a defined benefit pension
Example: Taxing of a death benefit income stream with an untaxed component
The defined benefit income cap
Important considerations
Short quiz
Conclusion
