How to Protect Your Family & Assets in 3 Simple Steps

Описание: Estate planning doesn’t have to be complicated, but avoiding it can create stress, delays and family conflict when it matters most.

In this episode, Mark and Shani break down three practical estate-planning tasks that most Australians can complete over a weekend to protect their assets and make life easier for their loved ones.

They cover wills, power of attorney, superannuation beneficiary nominations, and why having an open conversation with family can prevent disputes that tear relationships apart.

With real-world examples, Morningstar research, and hard-won lessons from contested wills, this is a must-watch episode for anyone who wants peace of mind.

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Disclaimer:
This video has been prepared for clients of Morningstar Australasia Pty Ltd and/or New Zealand wholesale clients of Morningstar Research Ltd. Any general advice has been provided without reference to your financial objectives,
situation or needs.

You should consider the advice in light of these matters and any relevant Product Disclosure
Statement before making any decision to invest. To obtain advice for your own situation, contact a financial advisor.

For more information please read our Financial Services Guide (or ‘FSG’) available at:
www.morningstar.com.au/s/fsg.pdf or by calling us on 1800 03 44 55.

By viewing this video you agree to the FSG being made available to you electronically via the Morningstar website or by contacting us for a copy.

Past performance does not necessarily indicate a financial product’s future performance.



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