Estate planning

Providing for your family

The loss of a loved one is a sad and stressful time. IOOF WealthBuilder has been designed to give you the ability to plan ahead to distribute your wealth when you pass away. It's about having control of how your wishes are carried out, and most importantly, it's about peace of mind.

WealthBuilder features a number of ways to help you plan and manage your estate, including the ability to pass on your wealth to your children or grandchildren through a Child's Advancement Policy or by nominating beneficiaries for when you pass away.

By nominating beneficiaries, the proceeds go straight to the beneficiaries rather than to your estate. Importantly, your loved ones don't need to pay tax on the amount that they receive.

For more information on estate planning, please refer to the IOOF WealthBuilder PDS.