Binding Death Benefit Nominations

Binding Death Benefit Nominations

Binding Death Benefit Nominations When a life insurance or superannuation policy holder dies, their benefits under their policies are dealt with based on their nomination direction.  If the deceased did not leave a binding death nomination, the Trustee of the fund is...
If I Could Say One Thing – Reta Benjamin

If I Could Say One Thing – Reta Benjamin

If I could say one thing by Reta Benjamin | 17 09, 2022 | Latest News If I could say one thing …. it’s that estate planning is not only for the wealthy.  If you have money in the bank, a vehicle, some equity in a property or some superannuation, you should speak to...
Buyer Beware – is that still a thing?

Buyer Beware – is that still a thing?

Buyer Beware – is that still a thing? by Reta Benjamin | 11 10, 2022 | Latest News Buyer Beware – is that still a thing? For most people, purchasing a property is the most significant financial transaction they will enter into and there can be serious...