So someone passed away, do I call the bank?
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So someone passed away, do I call the bank?
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This week, Cameron sits down with Brigitta, an independent financial adviser at IWP, to talk through what to do when someone passes away.
Losing someone comes with grief, and then it comes with paperwork. Bank accounts. Wills. Super. Bills that were never in your name. In this episode, we cover the practical side of death that no one prepares you for, and why calling your financial adviser before you notify anyone else can save you months of headaches.
We cover:
- Why joint accounts and single accounts behave completely differently after a death
- What happens to super and pensions if there's no clear nomination
- The extra mess that comes with assets or property overseas
- Simple things you can set up now so your family isn't caught out later.
If you've ever wondered why should I be prepared for when I pass away, this ones for you.
DISCLAIMER: This videocast contains general advice which does not consider your particular circumstances. You should seek advice from Independent Wealth Partners who can consider if the general advice is right for you. Independent Wealth Partners Pty Ltd (ABN 66 647 667 249) – (AR 1286417) is a Corporate Authorised Representative of Independent Wealth Services (IWS) AFSL # 512433.