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Happy Valentines Day!

  • Writer: Sean Robbie
    Sean Robbie
  • Feb 14, 2019
  • 1 min read

Today is Valentines Day and whilst we have our moments my wife knows she's the one I want to annoy for the rest of my life. My wife is the beneficiary of my superannuation & life insurance but even though we have no skeletons in the closet, every 'Love' anniversary (including our wedding anniversary) I take the time double check that the beneficiary nomination is 'Binding' on the trustee as the majority of super funds only honour it for 3 years (unless in limited products a non-lapsing option is available with your superannuation trust deed options). Take the time now to diarise a significant date for yourself or better still contact Sean Robbie at Success Planning Pty Ltd on 0416 033 633 and we'll investigate it for you.

On your love days, take the time to check your insurance beneficiaries


 
 
 

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