Ask Noel: Managing the ‘death tax’

August 30 2018 - 8:00am
Ask Noel: Managing the ‘death tax’
Ask Noel: Managing the ‘death tax’

MY wife and I are aged 65 and 64 respectively. We have $800,000 in a self-managed super fund from which we draw the required minimum each year and for which the investments are spread between term deposits and ‘‘blue chip’’ high-yield Australian shares. While not producing overall high returns (it returns about 4.5 per cent net after fees) our prime strategy is to beat inflation. We also have cash in the bank in our own names, so we will never get a pension.

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