Life Insurance, Superannuation Death Benefits and Complaints

Our Experience

Life Insurance, Superannuation Death Benefits and Complaints

We have vast experience in working with other accounting, investment and financial advisers to ensure that your superannuation death benefits are streamed in the most tax-effective manner, while also paying consideration to whether or not there is risk of a potential challenge to your said nomination.

We can help you to:

  • Structure the control  or benefit of your Self-Managed Superannuation, Retail, Industry, Public and Employee schemes on your death;
  • Advise on legal and tax effective ways to structure superannuation death benefits;
  • Prepare death benefit nominations;
  • Prepare superannuation proceeds trusts (inside and outside of the Will environment);
  • Advise as to structure and succession of life insurance policies;
  • Amend or vary Self-Managed Superannuation Trust Deeds to cater for the streaming of a death benefit in a particular manner, in line with the current SIS Act and Regulations;
  • Bring or defend complaints to the Superannuation Complaints Tribunal in respect of Public, Industry and Retail superannuation death benefit claims.

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