Скачать или смотреть Are You TAXED AFTER Death?! ft. Dr Jeffrey Scott | Ep #06

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Visit: https://rykercapital.com.au/our-service/

In this episode of The Wealth Guide Podcast, we have Dr Jeffrey Scott, Head of Advice Strategy at MetLife Australia, share his expert insights on insurance, taxation finance, and superannuation.

Dr Jeffrey talks about the secrets of using super funds to get tax deductions on insurance premiums, the crucial distinctions between dependency under the SIS Act and the Tax Act, and how different tax outcomes can arise from the same life insurance policy.

He also discusses the four basic types of personal insurance covers and their respective benefits, the purpose and importance of nominating a beneficiary on your life insurance policy, and answers, 'Do we pay our taxes when we die?'

If you've ever been curious about the intricacies of insurance, taxation, and superannuation, then make sure to listen to this episode!

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SHOW NOTES LINKS

  / dr-jeffrey-scott-165762  
https://www.metlife.com.au/
  / metlifeaustralia  
  / metlife-au  
  / metlifeau  

https://rykercapital.com.au/
  / ray-regmi-3a267539  
  / jasmin-loke-2236289a  

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LISTEN TO THE PODCAST

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Apple Podcast: https://apple.co/3QPF3ch
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Google Podcast: https://bit.ly/3swIVEF

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TIME STAMPS:

00:00 - Intro
01:49 - Do We Pay Our Taxes When We Die?
05:11 - Terminal Illness Benefit
06:46 - Client Stories: Minimising the Taxes in Their Life Insurances
11:37 - How Beneficiary on a Life Insurance Policy Works
12:58 - How Different Insurance Policies Are Taxed
16:25 - Key Considerations to Save on Tax
23:18 - TPD: Do You Have to Pay Tax?
27:23 - Final Thoughts
28:52 - Outro

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DISCLAIMER

The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for personalised advice tailored to your specific situation.