Money magazine Comments - Ask Paul: Should I rebalance my super on my own? Ruth's super fund allows her to rebalance her investments on July 1, but - as she asks Paul Clitheroe - what if she ends up locking in losses? https://www.moneymag.com.au/feed/latest?story=179804005 Wed, 01 May 2024 17:47:22 +1000 Wed, 01 May 2024 17:47:22 +1000 en-AU Copyright 2026 Money magazine 5 Money magazine Comments - Ask Paul: Should I rebalance my super on my own? https://media.moneymag.com.au/prod/media/library/Money_Mag/Logo/Logo_401x133.png Comment by Peter Kershaw ()

It's good to have a healthy superannuation but on one's passing you pay a ( death tax ) of 17% which you have been taxed already.

Do you think it's fair and legal for them to tax you on your death?

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]]> Peter Kershaw () Wed, 01 May 2024 17:47:22 +1000 Comment by Sharon Vandenhurk ()

Hi Paul,curious to know if I should role my super into investment with the super I am with.Nearly 58 years?Or just leave it as it is,putting my contribution in and also my works contribution.

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]]> Sharon Vandenhurk () Wed, 01 May 2024 23:35:43 +1000 Comment by S Des ()

Its taking the tax to the 30%-32% mark for your children (not spouse).if you are concerned, I would withdraw from the taxable super account and start a new "tax free" super account, which essentially means you are "moving" from pretax to after tax account. Money there is considered post tax and will not be taxed on your death

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]]> S Des () Thu, 02 May 2024 13:04:54 +1000 Comment by Katherine Mahon ()

read this - https://www.moneymag.com.au/what-happens-when-you-inherit-superannuation

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]]> Katherine Mahon () Wed, 08 May 2024 22:04:50 +1000