Equip Estate Planning

Your Financial Wellbeing

As part of EnergyAustralia’s new Wellbeing Program, Equip will be holding onsite education seminars to help you take control of your financial health and security for both the immediate and long-term future.

Next month, we're running financial wellbeing sessions each week to help you better plan and improve your monetary situation so that you can reach your life goals with peace of mind and the financial freedom to make the choices that allow you to enjoy life!

If you're seeking to gain a better understanding of what's involved, this session will include information on:

• beneficiary nominations

• dependants under superannuation law and taxation law

• Wills and Powers of Attorney

• strategies to minimise tax on death benefits

Location: Monash rooms 4 & 5

If you'd like to attend the Equip Estate Planning session, please register by Mon. 16 July 2018.

Alternatively, please contact Elsie Kaloupis on (03) 9248 5936 or ekaloupis@equipsuper.com.au if you have any questions.

We look forward to seeing you there!