Death Benefits

It’s not uncommon to have limited knowledge when it comes to death tax and superannuation. For example, you might not realise that superannuation benefits can only be paid to a very specific group of people.

You also may not realise that there can be tax payable on death benefits, and at different points.

Our experts will explain everything you need to know, in a clear and concise manner. We will help you explore all of the different options, and then guide you to make decisions that best suit your goals.

We assist not only in the practical process of paying death benefits from superannuation, but can also support the trustees and/or beneficiaries to achieve a tax-effective outcome that is consistent with your intentions.

No two situations are the same, and the payment of death benefits can vary significantly depending on a number of variables. Seeking expert advice from our team can potentially save the beneficiaries tens of thousands of dollars, taking some of the pressure off during an already difficult time.