We are delighted to invite you to our upcoming webinar focussing on estate planning for your superannuation.
Hosted by Bart Moye, Manager, Premium Service and Jessica Higgins, Senior Financial Planner, this engaging session will focus exclusively on estate planning as it relates to your superannuation, ensuring you have the knowledge to manage your retirement and control what happens to it when you are gone.
Topics
- What is Estate Planning and why it is important: Gain a clear understanding of the basics and importance of estate planning specifically for superannuation
- Implications for Your Super: Learn how estate planning affects your superannuation and what you need to consider
- Strategies for Effective Estate Planning: Explore practical strategies to manage your super and retirement income accounts (RIAs) effectively
Webinar details
Date: Tuesday 3 June 2025
Time: 12:00pm – 12:45pm AET/Melbourne time
Where: Online via Microsoft Teams
Our team are here to help you navigate this important aspect of your financial future with ease and confidence.
