Superannuation and your estate

Did you know that, upon death, superannuation is not automatically included in your estate? Furthermore, in the absence of an appropriate beneficiary nomination, the determination of to whom your superannuation death benefit is paid to may fall to the trustee of your superannuation fund.
This module looks at how superannuation is treated upon death including how to ensure it is paid in accordance with your wishes. This includes:
  • The role of the superannuation trustee in distributing death benefits
  • Who can receive a superannuation death benefit?
  • What types of beneficiary nominations are available?
  • How superannuation benefits paid to a dependent are taxed
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