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Notes Online Home 2018 Super Schools Day 2 Pension planning strategies
Planning strategies for death benefit pensions
In this section of the notes, we give you planning strategies for death benefit pensions:
- Background to the payment of death benefits
- The tax treatment of superannuation death benefits
- How does the new $1.6m transfer balance cap (‘TBC’) apply to death benefit pensions?
- Case study shows how a taxpayer saves by ensuring their pension is reversionary
- Using reversionary pensions and life insurance to maximise the tax-free component of a super interest