Content Comparison

Date of Will

Know your client > Financial Information > Estate Details > Will & Testament > Date of Will

client:date_of_will

and

client:partner:date_of_will

The date of the entity’s will, if present.
Example: 01/01/2019

Date Will Last Reviewed

Will Location

Know your client > Financial Information > Estate Details > Will & Testament > Location

client:will_location

and

client:partner:will_location

The location of the entity’s will, if present.
Example: Tauber Legal

Will Notes

Know your client > Financial Information > Estate Details > Will & Testament > Notes

client:will_notes

and

client:partner:will_notes

The date of the entity’s will, if present.
Example: Lorem ipsum …

Executor First Name

Know your client > Financial Information > Estate Details > Will & Testament > Executor of Will First Name

client:executor_set:first_name

and

client:partner:executor_set:
first_name

The first name of the entity’s will executor, if present.
Example: Apu

Executor Surname

Know your client > Financial Information > Estate Details > Will & Testament > Executor of Will Surname

client:executor_set:surname

and

client:partner:executor_set:
surname

The surname of the entity’s will executor, if present.
Example: Nahasapeemapetilon

Executor Notes

Know your client > Financial Information > Estate Details > Will & Testament > Executor Notes

client:executor_set:notes

and

client:partner:executor_set:
notes

Any notes about the entity’s will executor, if present.
Example: Substitute

Power of Attorney Type

Know your client > Financial Information > Estate Details > Power of Attorney > Type

client:attorney_set:type

and

client:partner:attorney_set:
type

The type of power of attorney, if present.
Example: Enduring

Power of Attorney First Name

Know your client > Financial Information > Estate Details > Power of Attorney > First Name

client:attorney_set:first_name

and

client:partner:attorney_set:
first_name

The first name of the entity’s power of attorney, if present.
Example: Apu

Power of Attorney Surname

Know your client > Financial Information > Estate Details > Power of Attorney > Surname

client:attorney_set:surname

and

client:partner:attorney_set:
surname

The surname of the entity’s power of attorney, if present.
Example: Nahasapeemapetilon

Power of Attorney Notes

Know your client > Financial Information > Estate Details > Power of Attorney > Notes

client:attorney_set:notes

and

client:partner:attorney_set:
notes

Any notes about the entity’s power of attorney, if present.
Example: Brother

Beneficiary Nomination Provider

Know your client > Financial Information > Superannuation Details > Fund > Beneficiaries

client:fund_set:name

The name of the fund that is the nomination provider.
Example: NGS Super

Know your client > Financial Information > Superannuation Details > Retirement Income

client:retirement_income_set:provider_name

Beneficiary Nomination Account Policy Number

Know your client > Financial Information > Superannuation Details > Fund > Beneficiaries > Reference Number

client:fund_set:ref_number

The policy number of the fund that is the nomination provider.
Example: 123456

Know your client > Financial Information > Superannuation Details > Retirement Income > Reference Number

client:retirement_income_set:account_number

Beneficiary Nomination Name

Know your client > Financial Information > Superannuation Details > Fund > Beneficiaries > Beneficiary

client:fund_set:
beneficiary_set:name

The name of beneficiary.
Example: Rosa Parks

Know your client > Financial Information > Superannuation Details > Retirement Income > Beneficiaries > Beneficiary

client:retirement_income_set:
beneficiary_set:name

Beneficiary Nomination Share

Know your client > Financial Information > Superannuation Details > Fund > Beneficiaries > Amount

client:fund_set:
beneficiary_set:
percentage or amount

The amount, expressed as either a percentage or a fixed dollar amount.
Example: 50% or $100,000.00

Know your client > Financial Information > Superannuation Details > Retirement Income > Beneficiaries > Amount

client:retirement_income_set:
beneficiary_set:
percentage or amount

Beneficiary Nomination Relationship

Know your client > Financial Information > Superannuation Details > Fund > Beneficiaries > Relationship

client:fund_set:
beneficiary_set:relationship

The relationship of the beneficiary.
Example: Wife

Know your client > Financial Information > Superannuation Details > Retirement Income > Beneficiaries > Relationship

client:retirement_income_set:
beneficiary_set:relationship

Beneficiary Nomination Expiry Date

Know your client > Financial Information > Superannuation Details > Fund > Beneficiaries > Binding End

client:fund_set:
beneficiary_set:
binding_end_date

The expiry/binding end date.
Example: 20/12/2033

Know your client > Financial Information > Superannuation Details > Retirement Income > Beneficiaries > Binding End

client:retirement_income_set:
beneficiary_set:
binding_end_date

Beneficiary Nomination Binding

Know your client > Financial Information > Superannuation Details > Fund > Beneficiaries > Nomination Type

client:fund_set:
beneficiary_set:binding

Whether the nomination is binding or not.
Example: Yes

Beneficiary Nomination Child AP

N/A

N/A

Always “No” for superannuationKnow your client > Financial Information > Superannuation Details > Retirement Income > Beneficiaries > Nomination Type

client:retirement_income_set:
beneficiary_set:binding