Death benefit nomination, will, power of attorney or all of them?


Like Superannuation and Personal Insurance, Estate Planning is important and is generally only considered later in life, you know, when you get old.

To give you an idea, if you were to pass away and leave your superannuation too, let’s say your wife or partner, then that should be ok, should… but, if you decide to leave your super to your ‘non dependant kids over 25’, did you know the government will tax your superannuation?

So, it remains a very important part of your financial design as when that time comes and something befalls you, you will need to ensure that you have a plan in place, let’s say a set of rules, that makes sure that what you want to happen to your estate, actually does happen.


Let's have a coffee and a chat...

as this is the first step at Elementary Financial. We'd love to get to know you, then we can talk about what we need to do...

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