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Superannuation Death Benefits Tax Calculator (Australia)

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Superannuation Death Benefits Tax Calculator (Australia)

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Understand the potential tax impact when superannuation death benefits are passed on to non-tax dependants, such as adult children.

This easy-to-use Excel calculator breaks down the tax-free and taxable components of a super balance and estimates the tax payable. It also highlights the potential tax savings from using a recontribution strategy.

Simply enter figures in the highlighted cells, and the rest is calculated automatically.

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I want this!

You'll get a simple Excel calculator that estimates superannuation death benefits tax and highlights the potential tax savings from using a recontribution strategy.

Enter figures in highlighted cells – everything else calculates automatically.
Clear breakdown of tax-free and taxable components.
Instantly see the impact of a recontribution strategy.
Designed for Australians planning their estate.
Helps you understand the hidden “inheritance tax” on super.
Simple, no-frills Excel design – easy to use.
Size
14.2 KB
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