Marlee Viero

speaker

318 appearances 1 recordings 1 series first heard Jul 2021 last heard Jul 2021

Marlee Viero’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · Wills & Estates: Your crash course guide from Nest Legal · 26 Jul 2021 podcast

And I find that super actually causes a lot of heartache for a lot of clients if there is no nomination on there.

So that's something I definitely recommend.

Again, if you can't afford to get a will done, it's free to print off your binding death benefit form on your superannuation funds website.

Yeah, it's like a death claim team and the trustee of the super fund makes the final decision.

They have, again, depending on the fund, monthly meetings.

So they'll review every case and then ask for more information.

That's why it can take so long because they trickle feed you what they need in a lot of circumstances if you don't have a nomination.

If you've got a nomination, it's quite easy.

You fill out some forms, provide some ID and

usually it's all fine.

But if there's no nomination, they might say, okay, well, I want birth certificates of all of your children and just all kinds of different things.

Yeah, yeah.

They should think about firstly the people that they'd like to appoint in the different places, the different positions.

That role of the executor is so important and also think about what their assets and liabilities are, what can be included in a will, what can't.

joint assets, for example, so a husband and wife owning a property jointly, you can't gift that in a will because it's not your sole asset.

Again, another common misconception.

Those are the main things I think about, who you want to run the show, so to speak, and who you'd like to leave everything to.

Awesome.

The main few that have given me a headache over the last few months are ones where people, like the homemade wills, they're really, they can be really hard to deal with.

That's a big one.

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