Estate planning for superannuation and SMSFs | Podcast


14 July 2020

Findex SMSF Senior Partner Kathy Evans, Tax Advisory Partner Marcus Davis and Wealth Management Managing Partner Jonathan Scholes are co-hosts in a webinar focusing on estate planning for superannuation and SMSFs; to understand what happens to your super when you die.

Author: Jonathan Scholes

Jonathan has worked in the financial planning industry since 2001, primarily as a financial adviser. Jonathan enjoys helping individuals, families and business professionals manage and improve their financial position by understanding their personal values, goals and lifestyle aspirations. Jonathan has experience advising a broad spectrum of clients including young professionals, retirees, high net worth individuals, families, business owners and Not for Profit organisations.