Your Superannuation and Pension Wishes

Thursday, June 21, 2018

Planning your Estate is an important element of a long term financial plan. If you don’t legally specify your wishes, the decision for distribution of your superannuation investment falls to the Trustee of your Superannuation Fund.

Most people want their spouse or family secure and you can do that either by completing:

  1. Binding Nomination: applies to Superannuation and Pensions.
  2. Reversionary Pension:  applies to Pensions only

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