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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
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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 Not) Make Sense
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