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This checklist helps you understand who will receive your superannuation if you die, identify whether your current arrangements still reflect your wishes, and highlight issues to discuss with your financial planner and estate lawyer. It supports better estate planning decisions but does not replace legal advice or a formal estate plan.
This guide helps you with:
See exactly who is currently in line to receive your super.
Check whether that still matches your intentions.
Highlight areas to discuss with a financial planner and an estate lawyer