023 When is a Couple a Couple? Part 1: Super
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023 When is a Couple a Couple? Part 1: Super
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このコンテンツについて
In this listener question episode, Nathan and Jordan unpack a complex scenario: a long marriage, an amicable separation under one roof, and a defined benefit pension.
What happens if one partner passes away?
How do reversionary pensions work, and what actually counts as a “spouse” under superannuation law?
They explore the grey areas, the role of trustees, and why there’s rarely black-and-white certainty when family law and superannuation collide.
This one gets a bit wordy!
Nathan:
advice@nathanfradley.com.au
www.nathanfradley.com.au
Jordan:
jordan@planningsolo.com.au
www.planningsolo.com.au
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.