Search results

  1. C

    Super and Death

    What is wrong with that? If you market super and tax planning as something you offer then you should be up to date.
  2. C

    Super and Death

    I would say the solicitor who messed up wasn't honest. They marketed themselves as being able to do something they didn't know enough about. He should have known what he is doing and if he didn't he should refer the client on - to a specialist.
  3. C

    Super and Death

    A bit like expecting to buy a property for well under market value? Where did people get that sort of mindset from? Paying a lot doesn't always correlate to great service. There is a difference between human error and sub standard professionalism. Most individuals can make a clear distinction...
  4. C

    Super and Death

    Funny you say that because when speaking with the consultant I asked if I became incapacitated could the person who has my power of attorney renew it? ....she didn't know
  5. C

    Super and Death

    Thank you Terry for bringing this to our attention. Interestingly my Super fund said they only offer the 3 year binding nomination. If this lapses then it refers to your 'preferred' beneficiary. I did ask if I could have a non-lapsing one, she checked, and no they don't offer that.
  6. C

    Super and Death

    From memory when joining you just write in the name and percentage of who you want your super to go to on your death. Nothing had to be witnessed.
  7. C

    Super and Death

    Terry are you saying that even if I have nominated hubby as beneficiary of my super (industry fund) thay he may not get it?
Back
Top