Monthly Musings

In this edition we will:

• provide our update on the markets for August,
• present a brand new episode of our short video series – 3 Minute Tech – covering “Contributing to Super & the Work Test”, 
• deliver a new paper in Focal Point titled “Binding Nominations”, and
• showcase a fantastic video insight into one of our team, Financial Planner Katrina Ryan.

Episode 21: Contributing to Super & the ‘Work Test’

Binding Nominations

Driven by contributions and fund earnings, the total value of the superannuation pool has grown significantly over recent decades. With this comes a typical question covered in financial planning circles; ‘How does my superannuation get paid in the event of death’. A common misconception is that a will automatically deals with an individual’s superannuation assets. So how can you ensure that your retirement assets follow a desired outcome?