Skip to main content

Updated trading hours: Good Friday, 18 April to Easter Monday, 21 April – Closed & Anzac Day, 25 April – Closed.

Beneficiaries and estate plans 101

Super

What you will learn:

  • What does nominating a beneficiary mean? And why this is important?
  • The different types of beneficiaries - how you can leave your super in the right hands
  • Who will make financial, personal, and medical decisions if I can't?
  • Understanding estate planning basics
  • Key estate planning documents to consider

 

These past few years we've probably realised that anything can happen. Are you ready for the unexpected? It can be tough to think about but for many of us, superannuation is a substantial part of our total wealth so it's worth nominating who you want to leave your super to. Having an estate plan is an essential part of planning for the future - so you and your loved ones will be prepared if something happens to you. 

There will be opportunities to ask questions.
 

Who is this for?

This webinar is complimentary and everyone is welcome to attend, but you must register as places are limited online.

What we'll provide

After registration, you will be sent a confirmation email which will have the link you will need to join the webinar.

Duration

20 minutes

After the event:

You'll receive an email which will allow you to:

  • visit the resources page for more information and a summary of the presentation
  • request an appointment for advice
  • register for another event
  • contact us for further assistance
Beneficiaries and estate plans 101
ONLINE

Date and Time

May 28, 2025 12:30 PM AEST

Duration

20 minutes

Presenter

Cindy Page

Platform

Microsoft Teams

Other topics you might be interested in

Super - How to make it work for you
Online

Super - How to make it work for you

Apr 29, 2025 12:00 PM AEST

Rhythm of retirement - get set for retirement
In person

Rhythm of retirement - get set for retirement

Apr 29, 2025 5:30 PM AEST

Ibis Styles Tamworth

80-90 Ebsworth Street

Tamworth, NSW 2340

Rhythm of retirement - My Retirement Planner
Online

Rhythm of retirement - My Retirement Planner

Apr 29, 2025 5:30 PM AEST

Insurance 101
Online

Insurance 101

Apr 30, 2025 12:30 PM AEST