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  1. T

    inheritance, would this work?

    if the 200k went to jason straight from super it would be taxed at 30% and he'd loose 60kCheck with an accountant on this but in the words of Joh I think that "You are wrong Jana. You are wrong wrong wrong" Super lump sum death benefits This type of benefit is tax free if it is paid to a...
  2. T

    inheritance, would this work?

    yes i was concerned for my friend and thought maybe someone on here had some experience with this type of thing. she is speaking to a lawyer. i'm aware that i don't have all the information so it's hard to give accurate advice. i was only after some ideas. as you said to get a feel.
  3. T

    inheritance, would this work?

    there are 2 other siblings and the administrator of the estate will be the oldest sibling. there are also more assets involved as well. i was just trying to figure out if there was a way i could save the 60k from going to the tax man. if the super goes straight to the estate it's taxed at 30%
  4. T

    inheritance, would this work?

    i agree i haven't done a great job of writing it i'm sorry for that. if the 200k goes straight to jason he has to pay tax on it at 30% so 60k would go to the tax man. he doesn't want this to happen. so to get around this he wants the super to go to john (spouse) so no tax is paid and then for...
  5. T

    inheritance, would this work?

    i don't think she has this with her fund, about 90% sure.
  6. T

    inheritance, would this work?

    she didn't have a will it's going to probate. sorry should have said.
  7. T

    inheritance, would this work?

    ok so jenny has passed away leaving 600k in her super. theres no will it's going to probate she has a kid jason who is a tradie and she had remarried to john (jason's stepdad) who is also a tradie. ok so if the super goes straight to john (spouse) no tax is paid. so the idea is that 400k john...
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