In this 9 minute video, Jason Roccasalvo talks about the importance of getting estate planning right including an explanation of the super rules, binding nomination beneficiary forms, tax issues, testamentary trusts and what an estate review should include.
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Disclaimer: The information contained is general in nature. Professional advice should be sought before acting on any aspect on this page. Financial planning services provided by TAG Financial Advisors Pty Ltd (ABN 77 154 205 017 AFSL 415632), a wholly owned subsidiary of TAG Financial Services Pty Ltd (ABN 67 075 374 686). Copyright 2020. Please do not reproduce without the expressed written consent of the author.