Super normally sits in a trust and does not automatically form part of your estate, so appropriate death benefit nominations and coordination with your broader estate plan are essential.
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Newealth helps professionals, executives and families plan, invest and protect their long-term financial future.
The CFP® Certification Program is the highest designation in financial planning worldwide. It comes coupled with commitment to the highest ethical standards and sets CFP® professionals apart from the rest.
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Level 10, 276 Pitt Street
Sydney NSW 2000
P: +61 2 9267 2322
E: invest@newealth.com.au
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General Advice Warning: The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
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