How much insurance do I need?
It is very important that you understand the value of insurance and choose an adequate level of insurance to cover your needs. A licensed adviser can discuss this with you and tailor a package of insurance cover based on your own individual circumstances.
Your adviser can explain:
- the benefit of estate planning options, including nominating beneficiaries
- the tax treatment of insurance premiums and benefits paid from the Fund and
- the benefit of arranging insurance through a superannuation fund.
Part A of the Avenue Retirement Service PDS