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9. Superannuation As a Widow with Nathan Fradley
Manage episode 426633021 series 3570099
Το περιεχόμενο παρέχεται από το PlanningSolo and Jordan Vaka. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον PlanningSolo and Jordan Vaka ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Every working Australian will have, somewhere, a superannuation account.
And in that account will be some money and, likely, some insurance.
But how do you, as the executor of your loved one's estate, handle this unique and complex asset?
Who do you speak with, what do you ask them, how will they handle it, where do you go?
Well, I've asked independent financial adviser, Nathan Fradley of Fradley Advice, to join me in this week's episode to explore this very detailed and, frankly weird, topic.
Because dealing with superannuation as a widow can be confronting, difficult and confusing.
Hopefully our discussion helps make it all a little bit easier.
As always, if you have any questions, just get in touch.
If you'd like to speak with Nathan, you can reach him via advice@nathanfradley.com.au.
And you can reach Jordan at jordan@planningsolo.com.au or via our website - www.planningsolo.com.au.
Visit here (https://planningsolo.ck.page/lll) to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.
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