Is there a death tax in Australia? The truth about super and tax episode artwork

EPISODE · Jul 1, 2025 · 30 MIN

Is there a death tax in Australia? The truth about super and tax

from The Winner's Playbook · host Link Wealth Group

Send us Fan MailNo one likes thinking about what happens when they die, but sorting it out now can save your family a world of stress later.In this episode, Josh and Billy break down everything you need to know about estate planning. They cover wills, superannuation, life insurance, and the tax traps most people don’t even know exist. You’ll learn how super, and insurance payouts actually work, what happens if you die without a will, and why binding nominations matter more than you think. They also dive into real-world strategies like testamentary trusts, protecting family wealth, and what to watch out for when DIY-ing your will. Whether you're single, have a young family, or just want to get your affairs in order, this episode will help you take the right first steps. If you’ve been putting it off, now’s the time to sort it. ----Want to find an Adviser that suits your financial needs:https://www.linkwealth.com.au/Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link Get in touch with Billy:https://www.linkwealth.com.au/billy-norman-linkJosh's TikTok:  https://www.tiktok.com/@joshleefinadv Billy's TikTok:  https://www.tiktok.com/@billynormanfp    Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified   Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide ----    General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation. 

Send us Fan Mail No one likes thinking about what happens when they die, but sorting it out now can save your family a world of stress later. In this episode, Josh and Billy break down everything you need to know about estate planning. They cover wills, superannuation, life insurance, and the tax traps most people don’t even know exist. You’ll learn how super, and insurance payouts actually work, what happens if you die without a will, and why binding nominations matter more than you think.&n...

NOW PLAYING

Is there a death tax in Australia? The truth about super and tax

0:00 30:24

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Winner's Playbook?

This episode is 30 minutes long.

When was this The Winner's Playbook episode published?

This episode was published on July 1, 2025.

What is this episode about?

Send us Fan MailNo one likes thinking about what happens when they die, but sorting it out now can save your family a world of stress later.In this episode, Josh and Billy break down everything you need to know about estate planning. They cover...

Can I download this The Winner's Playbook episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!