Part 4 - IOOF - Retire Minded - How to pass your wealth on to those who matter

Recorded November 2023

To ensure your wealth transfers to the people you want, in the way you want, you need an estate plan.

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

Helpful resources and support tools:

• Visit The Upworth Project for self-education content - ioof.com.au/theupworthproject
• Login to IOOF Online to check your account - ioof.com.au/login
• For important information about our product which you should know before using our services, please refer to our Financial Services Guide

 

Speak with your financial adviser or contact us 1800 913 118 or email us clientfirst@insigniafinancial.com.au