Wealthlab Podcast

Author: Wealthlab AU

Phil and Scott discuss the world of financial planning, superannuation and how we think about growing and protecting your money.
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Language: en-au

Genres: Business, Investing

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Super vs Inheritance: How Death and Gifting Impact Your Pension
Thursday, 22 January, 2026

Find out more → https://wealthlab.scoreapp.com/ or book in a complimentary chat https://meetings.hubspot.com/jkarauria/intro-call-with-jordan-wealthlab /What actually happens to your superannuation when you pass away, and how can gifting money to kids impact your age pension? In this episode, we unpack the often misunderstood intersection between super, inheritance planning, and Centrelink pension eligibility.You’ll learn:- How super is treated after death, and who really gets it- What the “gifting rules” mean for retirees helping out family- Why giving away money too soon could reduce your pension- How to plan smarter with re-contributions, beneficiary nominations & estate strategiesWhether you’re already retired, planning to downsize, or thinking about family wealth transfer, this episode will help you avoid costly mistakes and protect both your legacy and your income.About WealthlabWealthlab helps Australians build wealth, grow businesses, and live life on their terms, through smart financial advice, investing strategies, and financial education.📲 Follow Us:Instagram: https://www.instagram.com/wealthlabau/Facebook: https://www.facebook.com/wealthlabAUDisclaimer:General advice only. This content doesn’t consider your objectives, financial situation or needs. Consider whether it’s appropriate for you and read our FSG before acting. Past performance is not a reliable indicator of future results. Wealthlabplus Pty Ltd (AFSL 485478).General Advice Only: Read out Privacy Policy, Fee's and AFSL accreditations here https://wealthlab.com.au/compliance-policies/financial-services-guide/