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Learning journey: Estate Planning
This journey provides a comprehensive overview of how to prepare in the event you become incapacitated and unable to make decisions for yourself, and the key considerations to take in preparing for the transfer of your assets to your loved ones.
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Money Psychology Programme
The MoneyED Money Psychology programme is designed to help you improve your understanding of money psychology and how it can impact your financial and overall wellbeing.
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What is sustainable or ESG investing?
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Tax and your investments
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Inflation and interest rates
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An overview of capital gains tax
60
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 Assets Test
The Income Test
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
Got other topics of interest?
You may also be interested in a range of other MoneyED topics, which are all available through a MoneyED subscription including . . .