Estate planning, super & SMSFs: What happens to your money?
About this episode
Owen Rask and Chamil Peiris discuss estate planning, superannuation, and SMSFs, answering listener questions and covering key topics related to managing money after death.
In this Australian Finance Podcast episode, your host Owen Rask is joined by Senior financial adviser at Rask Advice, Chamil Peiris to answer listener questions on estate planning, superannuation and SMSFs. They cover: – What to do with leftover funeral insurance money – Whether you need a will in your 20s – How super beneficiaries actually work – The difference between SMSFs and industry funds for estate planning If you like this Australian Finance Podcast episode, you'll love our series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube, or wherever you get your podcasts! Follow us on Instagram and TikTok for more investing insights. Topics Covered – What to Do With Funeral Insurance Leftovers – Tax Considerations on Insurance Payouts – Emergency Funds vs Investing Lump Sums – Do You Need a Will in Your 20s? – What Happens If You Die Without a Will (Intestacy Rules) – Who Gets Your Assets Automatically? – Superannuation Death Benefits Explained – Binding vs Non-Binding Nominations – What Happens If You Don’t Nominate a Beneficiary – SMSFs vs Industry Funds for Estate Planning – Control, Flexibility & Risks of SMSFs – When an SMSF Might (and Might…
More episodes of Australian Finance Podcast
- Why buying your first home feels impossible (and what to do instead) with Lucinda Hartley
- Money in your 20s: investing, super and your first home
- Sudden wealth explained: inheritance, pressure, risk & what to do next
- Inside a $350bn super fund: How your money is really invested
- Interest rates are rising… here’s how to actually benefit
- Fuel relief is coming, credit card surcharges are going plus, starting with $2k & retirement planning
Explore listener stats, chart rankings, contacts and more on the Australian Finance Podcast podcast page.