What happens to your wealth when you’re no longer there?
To ensure your wealth transfers to the people you want, in the way you want, you need an estate plan.
Join our webinar and find out what’s involved.
Topics we’ll cover:
Types of Wills and their legal requirements
Discretionary and testamentary trusts
How and to whom super death benefits can be paid
Using life insurance as an estate planning tool
Your estate planning checklist
Webinar details
Date: Wednesday 27th July 2022
Time: 3.30pm – 4.30pm AEST
IMPORTANT INFORMATION
This information has been provided by NULIS Nominees (Australia) Limited ABN 80 008 515 633, AFSL 236465 (NULIS), as Trustee of the MLC Super Fund ABN 70 732 426 024. NULIS is part of the IOOF Group of Companies, comprising IOOF Holdings Ltd ABN 49 100 103 722 and its related bodies corporate (IOOF Group). Plum Super is part of the MLC Super Fund.
This information is general in nature and does not take into account your objectives, financial situation or needs. You should consider whether it is appropriate for you. While care has been taken in preparing this information NULIS does not warrant, guarantee or otherwise represent that the information is accurate, reliable, complete or current. You should consider obtaining independent advice before making any financial decisions based on this information. It is recommended that you consider the relevant Plum Super Product Disclosure Statements (PDS) before you make any decisions about your superannuation. Target Market Determinations (TMDs) for relevant products are also required to be made available and considered by distributors. You can obtain a copy of the PDS (or other disclosure documents) and TMD by searching for the applicable product at plum.com.au or by calling us on 1300 55 7586.
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