Superannuation death benefits BDBN, pension and lump sum (ADVICE)

Manage your superannuation Make a superannuation death benefit nomination We will help you ensure your superannuation death benefits are paid to the right people in the way you intend. Your superannuation is likely one of your largest assets, and unlike most of what you own, it does not automatically pass under your will. Without a […]

Solution Brief: Super Death Benefit Nominations

This information sheet discusses why you need to think about what happens to your super when you die People have more and more of their wealth tied up in super.  People are also keeping money in super for longer during retirement – taking a super ‘pension’ rather than in lump sums because it is better […]

Solution Brief: Life Insurance and Super

Holding your life insurance policy through your super fund is not always as “tax-effective” as you may think.  You need to think past the “deduction” for premiums. The good news Funding life insurance premiums through super can be tax effective because concessional contributions used to pay premiums are effectively not subject to the 15% contributions […]