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16 Mar 2022

Part 2: The tax treatment of superannuation death benefits

In a previous technical article, we considered who could be paid a superannuation death benefit. This is determined under the superannuation law. We now turn to the income tax treatment of a superannuation death benefit.A superannuation death benefit could be received by a person either: Directly from a superannuation fund, where they meet the definition…

18 Feb 2022

Guide to home equity access scheme

Brought to you by Challenger Tech June, age 75, is single, retired and owns her home outright worth $600,000 She has a vacant block of land worth $400,000 and personal contents worth $10,000 She currently receives a fortnightly Age Pension entitlement of $549. The Home Equity Access Scheme (HEAS) provides support in the form of…

10 Feb 2022

Part 1: Who can be paid your superannuation on death?

There are two important questions that need to be answered when it comes to complying with the compulsory cashing requirements of a deceased member’s superannuation benefit: 1. Who can the superannuation death benefit be paid to?2. How will the superannuation death benefit be taxed? The answer to the first question can be found in the…

4 Nov 2021

How much are the Centrelink concession cards worth?

One benefit of receiving the Age Pension is the Pensioner Concession Card (PCC). But how much value can the PCC provide your client? 

29 Oct 2021

Preservation age is increasing, again: do you know what age your clients can access their superannuation?

Preservation age is increasing, again: do you know what age your clients can access their superannuation?

1 Oct 2021

SMSF residency and upcoming changes

This article will look at the current fund residency rules, the consequences of failing those rules and currently proposed changes to relax the residency requirements. 

28 Sep 2021

Guide to the Commonwealth Seniors Health Card

The Commonwealth Seniors Health Card (CSHC) provides self-funded retirees with discounted health costs and various concessions from Australian, state and territory governments. To qualify for the CSHC, a person needs to meet certain age, residency and income requirements. In this article, we look at the benefits available for CSHC holders and the eligibility criteria for the CSHC.

8 Jun 2021

Nine strategies to improve Centrelink outcomes

This article explores nine strategies that can assist with enhancing social security outcomes for retirees.

10 May 2021

Revisiting work test rules

The work test rules have played an important role in determining if older Australians can make certain voluntary superannuation contributions. Although these rules have existed for many years, there has been some ambiguity with regards to certain work test arrangements being put in place and different views on whether they satisfy the work test criteria. In this article, we will revisit the existing rules and clarify the answers.

4 Feb 2021

Eligibility for concession cards and other benefits in retirement

For many retired clients, Government payments and benefits are an important consideration within their overall retirement strategy. As well as providing income in retirement, holders of concession cards can allow retirees to make savings on certain bills, medical services and products, and open the door to other types of financial assistance from the government.

10 Dec 2020

Implications of renting out the family home

When a client moves into aged care, given that for many, a significant proportion of wealth is tied up in the family home, it is important to understand the impacts on social security and aged care means testing where the home is kept and rented out. 

9 Dec 2020

When and why are people retiring?

The ABS conducts a Retirement and Retirement Intentions survey every two years, with the last one completed in 2018-191. The survey conducted about 8,000 personal interviews and telephone calls with selected persons aged 45-year-olds and above.