Marriage
Are you married, planning a wedding or in a de-facto relationship? Getting married is an exciting step, involving many big decisions. Even if you aren’t married but in a long term de-facto relationship, it’s important to discuss your super arrangements with your partner; that’s where we can help!
Here are a few things you should consider when in any type of long-term relationship:
Beneficiaries
Have you or your partner updated your super beneficiaries to reflect your new relationship status? Make sure you understand each other’s estate planning, and review if needed.
Boost your super
Are you maximising your super balances? Making spouse contributions is another way to give your partner's super a boost, especially if you're considering starting a family and taking time off work.
Personal details
Recently married and changed your name? Don't forget to let us know! Update your contact details so we can keep in touch about important information relating to your super.
Insurance
Do you know how much insurance cover you and your partner have? If your circumstances have changed now's the time to review your current insurance arrangements. The good news is you may be eligible to increase your insurance without having to provide medical evidence*.
Need help planning for your future?
Planning your financial future together is a good way of setting goals and ensuring your finances stay on track. TelstraSuper Financial Planning Advisers are here to help you achieve the lifestyle you'd like now and in retirement. Give us a call on 1300 033 166 or fill in our online contact form to discuss how we can best manage your financial needs and goals, so you have one less thing to worry about.
Online contact form