Can we avoid the ‘death tax’ if we leave our super to charity?

You recently commented on the tax implications when a super fund has to be disposed of. In our case, on the death of the survivor, the funds go into a...

wednesday 10

Noel Whittaker

Can we avoid the ‘death tax’ if we leave our super to charity?

Superannuation money left to a non-dependent suffers a 17 per cent tax, made up of the 15 per cent contributions tax plus 2 per cent Medicare levy.

18.11.2025 10

Noel Whittaker

Can we avoid the ‘death tax’ if we leave our super to charity?

Superannuation money left to a non-dependent suffers a 17 per cent tax, made up of the 15 per cent contributions tax plus 2 per cent Medicare levy.

18.11.2025 10

Noel Whittaker

Can we avoid the ‘death tax’ if we leave our super to charity?

Superannuation money left to a non-dependent suffers a 17 per cent tax, made up of the 15 per cent contributions tax plus 2 per cent Medicare levy.

18.11.2025 10

Noel Whittaker

Why is the ATO withholding 50% of my kids’ investments?

When it comes to children’s investments, there’s a chance you could be paying far more tax than you need to.

11.11.2025 9

Noel Whittaker

Why is the ATO withholding 50% of my kids’ investments?

When it comes to children’s investments, there’s a chance you could be paying far more tax than you need to.

11.11.2025 5

Noel Whittaker

Why is the ATO withholding 50% of my kids’ investments?

When it comes to children’s investments, there’s a chance you could be paying far more tax than you need to.

11.11.2025 9

Noel Whittaker

Why is the ATO withholding 50% of my kids’ investments?

When it comes to children’s investments, there’s a chance you could be paying far more tax than you need to.

11.11.2025 5

Noel Whittaker

Our property sale has created a tax ‘double whammy’. What can we do?

It can seem like an unfair situation to be in, but unfortunately the ATO is very clear in its rulings.

04.11.2025 10

Noel Whittaker

Our property sale has created a tax ‘double whammy’. What can we do?

It can seem like an unfair situation to be in, but unfortunately the ATO is very clear in its rulings.

04.11.2025 8

Noel Whittaker

Our property sale has created a tax ‘double whammy’. What can we do?

It can seem like an unfair situation to be in, but unfortunately the ATO is very clear in its rulings.

04.11.2025 9

Noel Whittaker

Our property sale has created a tax ‘double whammy’. What can we do?

It can seem like an unfair situation to be in, but unfortunately the ATO is very clear in its rulings.

04.11.2025 10

Noel Whittaker

We want to help our son buy a house. Should it be a gift or a loan?

I have long believed that “a gift given is a gift given”, and money given to children should be on a non-recourse basis. But not everyone shares...

28.10.2025 6

Noel Whittaker

We want to help our son buy a house. Should it be a gift or a loan?

I have long believed that “a gift given is a gift given”, and money given to children should be on a non-recourse basis. But not everyone shares...

28.10.2025 6

Noel Whittaker

We want to help our son buy a house. Should it be a gift or a loan?

I have long believed that “a gift given is a gift given”, and money given to children should be on a non-recourse basis. But not everyone shares...

28.10.2025 4

Noel Whittaker

We want to help our son buy a house. Should it be a gift or a loan?

I have long believed that “a gift given is a gift given”, and money given to children should be on a non-recourse basis. But not everyone shares...

28.10.2025 3

Noel Whittaker

We have $1.5m in super. Should we use it to help us downsize?

If you have the option of using funds outside your super account, that can be a wise way to save on tax.

21.10.2025 10

Noel Whittaker

We have $1.5m in super. Should we use it to help us downsize?

If you have the option of using funds outside your super account, that can be a wise way to save on tax.

21.10.2025 10

Noel Whittaker

We have $1.5m in super. Should we use it to help us downsize?

If you have the option of using funds outside your super account, that can be a wise way to save on tax.

21.10.2025 10

Noel Whittaker

We have $1.5m in super. Should we use it to help us downsize?

If you have the option of using funds outside your super account, that can be a wise way to save on tax.

21.10.2025 6

Noel Whittaker

How do we ensure our kids won’t have to pay tax on their inheritance?

There’s no inheritance tax in Australia, but there are plenty of other levies that can catch you out if you’re not prepared.

14.10.2025 10

Noel Whittaker

How do we ensure our kids won’t have to pay tax on their inheritance?

There’s no inheritance tax in Australia, but there are plenty of other levies that can catch you out if you’re not prepared.

14.10.2025 8

Noel Whittaker

How do we ensure our kids won’t have to pay tax on their inheritance?

There’s no inheritance tax in Australia, but there are plenty of other levies that can catch you out if you’re not prepared.

14.10.2025 7

Noel Whittaker

How do we ensure our kids won’t have to pay tax on their inheritance?

There’s no inheritance tax in Australia, but there are plenty of other levies that can catch you out if you’re not prepared.

14.10.2025 6

Noel Whittaker

Labor fixed its super tax, but one glaring problem still remains

Jim Chalmers believes taxing large super balances will be a solid source of revenue for the country. But I’m not so sure.

14.10.2025 10

Noel Whittaker

Labor fixed its super tax, but one glaring problem still remains

Jim Chalmers believes taxing large super balances will be a solid source of revenue for the country. But I’m not so sure.

14.10.2025 10

Noel Whittaker

Labor fixed its super tax, but one glaring problem still remains

Jim Chalmers believes taxing large super balances will be a solid source of revenue for the country. But I’m not so sure.

14.10.2025 10

Noel Whittaker

Labor fixed its super tax, but one glaring problem still remains

Jim Chalmers believes taxing large super balances will be a solid source of revenue for the country. But I’m not so sure.

14.10.2025 10

Noel Whittaker

Why do super funds make this crucial information so hard to find?

Unfortunately, this is just another example of the lack of interest many superannuation funds have in their members’ welfare when they retire.

07.10.2025 9

Noel Whittaker

Why do super funds make this crucial information so hard to find?

Unfortunately, this is just another example of the lack of interest many superannuation funds have in their members’ welfare when they retire.

07.10.2025 7

Noel Whittaker

Why do super funds make this crucial information so hard to find?

Unfortunately, this is just another example of the lack of interest many superannuation funds have in their members’ welfare when they retire.

07.10.2025 7

Noel Whittaker

Why do super funds make this crucial information so hard to find?

Unfortunately, this is just another example of the lack of interest many superannuation funds have in their members’ welfare when they retire.

07.10.2025 7

Noel Whittaker

We gifted our 15-year-old grandkids $100,000. Will they have to pay tax?

Minors can face extremely punitive taxation rates, but it depends on how they earn the money.

30.09.2025 9

Noel Whittaker

We gifted our 15-year-old grandkids $100,000. Will they have to pay tax?

Minors can face extremely punitive taxation rates, but it depends on how they earn the money.

30.09.2025 9

Noel Whittaker

We gifted our 15-year-old grandkids $100,000. Will they have to pay tax?

Minors can face extremely punitive taxation rates, but it depends on how they earn the money.

30.09.2025 6

Noel Whittaker

We gifted our 15-year-old grandkids $100,000. Will they have to pay tax?

Minors can face extremely punitive taxation rates, but it depends on how they earn the money.

30.09.2025 4

Noel Whittaker

Can I use a loan from the bank to help top up my super?

Borrowing money to make additional superannuation contributions is theoretically possible but there are some things to keep in mind.

24.09.2025 10

Noel Whittaker

Can I use a loan from the bank to help top up my super?

Borrowing money to make additional superannuation contributions is theoretically possible but there are some things to keep in mind.

24.09.2025 10

Noel Whittaker

Can I use a loan from the bank to help top up my super?

Borrowing money to make additional superannuation contributions is theoretically possible but there are some things to keep in mind.

24.09.2025 10

Noel Whittaker

Can I use a loan from the bank to help top up my super?

Borrowing money to make additional superannuation contributions is theoretically possible but there are some things to keep in mind.

24.09.2025 5

Noel Whittaker

Not just the Murdochs: How to stop ‘destructive’ inheritance battles

Even if you don’t have a complicated family trust, getting clear guidelines in place can prevent costly legal fees from sapping your inheritance.

23.09.2025 3

Noel Whittaker

Not just the Murdochs: How to stop ‘destructive’ inheritance battles

Even if you don’t have a complicated family trust, getting clear guidelines in place can prevent costly legal fees from sapping your inheritance.

23.09.2025 10

Noel Whittaker

Not just the Murdochs: How to stop ‘destructive’ inheritance battles

Even if you don’t have a complicated family trust, getting clear guidelines in place can prevent costly legal fees from sapping your inheritance.

23.09.2025 5

Noel Whittaker

Not just the Murdochs: How to stop ‘destructive’ inheritance battles

Even if you don’t have a complicated family trust, getting clear guidelines in place can prevent costly legal fees from sapping your inheritance.

23.09.2025 10

Noel Whittaker

My father’s will requires me to pay my siblings $150k. How will that affect my pension?

Inheritance held on the behalf of others could potentially lessen your pension entitlements, but there are ways to mitigate that.

17.09.2025 10

Noel Whittaker

My father’s will requires me to pay my siblings $150k. How will that affect my pension?

Inheritance held on the behalf of others could potentially lessen your pension entitlements, but there are ways to mitigate that.

17.09.2025 10

Noel Whittaker

My father’s will requires me to pay my siblings $150k. How will that affect my pension?

Inheritance held on the behalf of others could potentially lessen your pension entitlements, but there are ways to mitigate that.

17.09.2025 10

Noel Whittaker

My father’s will requires me to pay my siblings $150k. How will that affect my pension?

Inheritance held on the behalf of others could potentially lessen your pension entitlements, but there are ways to mitigate that.

17.09.2025 10

Noel Whittaker

Why does the ATO make me withdraw so much from my super fund?

Minimum draw down rates for super can be frustrating, but there’s a good reason why the government requires it.

09.09.2025 10

Noel Whittaker

Why does the ATO make me withdraw so much from my super fund?

Minimum draw down rates for super can be frustrating, but there’s a good reason why the government requires it.

09.09.2025 10

Categories

Sources

Popular

Can we avoid the ‘death tax’ if we leave our super to charity?

Noel Whittaker

Can we avoid the ‘death tax’ if we leave our super to charity?

Noel Whittaker

Can we avoid the ‘death tax’ if we leave our super to charity?

Noel Whittaker

Can we avoid the ‘death tax’ if we leave our super to charity?

Noel Whittaker

Why is the ATO withholding 50% of my kids’ investments?

Noel Whittaker

Why is the ATO withholding 50% of my kids’ investments?

Noel Whittaker

Why is the ATO withholding 50% of my kids’ investments?

Noel Whittaker

Why is the ATO withholding 50% of my kids’ investments?

Noel Whittaker

Our property sale has created a tax ‘double whammy’. What can we do?

Noel Whittaker

Our property sale has created a tax ‘double whammy’. What can we do?

Noel Whittaker

Our property sale has created a tax ‘double whammy’. What can we do?

Noel Whittaker

Our property sale has created a tax ‘double whammy’. What can we do?

Noel Whittaker

We want to help our son buy a house. Should it be a gift or a loan?

Noel Whittaker

We want to help our son buy a house. Should it be a gift or a loan?

Noel Whittaker

We want to help our son buy a house. Should it be a gift or a loan?

Noel Whittaker

We want to help our son buy a house. Should it be a gift or a loan?

Noel Whittaker

We have $1.5m in super. Should we use it to help us downsize?

Noel Whittaker

We have $1.5m in super. Should we use it to help us downsize?

Noel Whittaker

We have $1.5m in super. Should we use it to help us downsize?

Noel Whittaker

We have $1.5m in super. Should we use it to help us downsize?

Noel Whittaker

How do we ensure our kids won’t have to pay tax on their inheritance?

Noel Whittaker

How do we ensure our kids won’t have to pay tax on their inheritance?

Noel Whittaker

How do we ensure our kids won’t have to pay tax on their inheritance?

Noel Whittaker

How do we ensure our kids won’t have to pay tax on their inheritance?

Noel Whittaker

Labor fixed its super tax, but one glaring problem still remains

Noel Whittaker

Labor fixed its super tax, but one glaring problem still remains

Noel Whittaker

Labor fixed its super tax, but one glaring problem still remains

Noel Whittaker

Labor fixed its super tax, but one glaring problem still remains

Noel Whittaker

Why do super funds make this crucial information so hard to find?

Noel Whittaker

Why do super funds make this crucial information so hard to find?

Noel Whittaker

Why do super funds make this crucial information so hard to find?

Noel Whittaker

Why do super funds make this crucial information so hard to find?

Noel Whittaker

We gifted our 15-year-old grandkids $100,000. Will they have to pay tax?

Noel Whittaker

We gifted our 15-year-old grandkids $100,000. Will they have to pay tax?

Noel Whittaker

We gifted our 15-year-old grandkids $100,000. Will they have to pay tax?

Noel Whittaker

We gifted our 15-year-old grandkids $100,000. Will they have to pay tax?

Noel Whittaker

Can I use a loan from the bank to help top up my super?

Noel Whittaker

Can I use a loan from the bank to help top up my super?

Noel Whittaker

Can I use a loan from the bank to help top up my super?