Free seminar aims to educate about estate planning

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estate-planningPEOPLE keen to gain a greater understanding of estate planning and how to ensure their affairs are in order are invited to a free public seminar on May 21.

The seminar, Estate Planning, will be delivered by financial adviser Mark Rabius from ESI Financial Services Pty Ltd, part of industry superannuation fund Energy Super.

Mark will be joined by a representative from McCullough Robertson Lawyers to discuss issues including Wills, Powers of Attorney, Superannuation and Taxation.

The seminar will be held at The Events Centre, Caloundra from 6pm on May 21.

Mr Rabius said estate planning was more than just having a will, but taking full control of your affairs so that you and your beneficiaries are properly looked after.

“Under current laws, there are a range of matters all Australians need to be aware of when it comes to estate planning, from developing a will through to appointing an enduring power of attorney,” Mr Rabius said.

“For example, many would be surprised to learn that your superannuation is not automatically treated as an asset under your will.  In fact, it needs special consideration to ensure your super passes to those you choose.  There are also some tax benefits to be gained by planning your estate effectively.

“Regardless of your stage of life, this seminar will cover what you need to know now to ensure your estate can provide a lasting legacy to your chosen beneficiaries.”

► Places are limited – people interested in attending the free seminar must register first at www.energysuper.com.au by accessing the “Forms and Tools – Webinars and Seminars” tab on the homepage.

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Categories: Community Assistance, Estate Planning, Inheritance, Superannuation, Wills
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