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006 Don't Leave your Super to your Ex
Manage episode 485106956 series 3664125
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This episode discusses the critical aspects of death benefits in superannuation, focusing on the importance of updating beneficiary nominations to avoid unintended consequences, such as leaving benefits to an ex-spouse.
The conversation covers the mechanics of beneficiary nominations, the implications of tax dependents, and the integration of superannuation with wills to ensure that assets are distributed according to one's wishes.
The hosts emphasize the need for proactive estate planning and the potential financial impact of these decisions.
Nathan:
Jordan:
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.
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