What is a superannuation re-contribution strategy?
Restricted access module
This module and can only be accessed through the services of a Guideway affiliated Financial Adviser. Please contact Guideway on 1300 138 138 if you would like to speak to an adviser.
A superannuation re-contribution strategy has the potential to reduce tax payable on super death benefits when left to a non-dependant beneficiary. This module delves into the mechanics of a superannuation re-contribution strategy and will help you to determine whether it may be an appropriate estate planning strategy for your situation. This module includes information on:
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Dependants vs non-dependants
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Tax components of superannuation
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How a superannuation death benefit is taxed
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Example of a re-contribution strategy
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Considerations when undertaking a re-contribution strategy
