Ask Noel: Super earnings and inheritances

By Noel Whittaker
May 24 2018 - 8:00am
Ask Noel: Super earnings and inheritances
Ask Noel: Super earnings and inheritances

I have a question regarding tax-free and taxable amounts in accumulation and pension phases. One of my super funds has advised that all earnings from the investment will go into my taxable component while leaving my tax-free component unchanged. If this is true it has tax implications for my beneficiaries. The other fund credits the earnings proportionally. The former is in accumulation mode – the latter in pension mode. Would appreciate clarification.

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