It’s essential that you take an interest in how your superannuation savings are invested as it is likely to be one of the biggest assets you will own. The decisions you make now about your super fund will affect the amount you have in retirement – in other words, your retirement lifestyle depends on it!Read more
Superannuation is not an estate asset; on death it does not automatically flow to the estate of the deceased. The trustee of the super fund will generally pay a death benefit in accordance with the governing rules of the fund and relevant law. A binding death benefit nomination is a way to override this trustee […]Read more
“It won’t happen to me…” Maybe you’re right. Maybe bad things only happen to other people. But that doesn’t mean you want to risk being caught unprepared – and uninsuredRead more
Total and permanent disablement (TPD) is your financial back-up plan. It gives you the confidence to seize life’s possibilities knowing you’ve made plans to secure your family’s financial future… just in case!Read more
General Advice warning
The information provided on this website does not constitute ﬁnancial product advice. The information is of a general nature only and does not take into account your individual objectives, ﬁnancial situation or needs. It should not be used, relied upon, or treated as a substitute for speciﬁc professional advice. Apt Wealth Partners (AFSL and ACL 436121 ABN 49 159 583 847) and Apt Wealth Home Loans (powered by Smartline ACL 385325) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.
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