Do SMSF Death Benefits Form Part of the Deceased Estate?
Highlights Superannuation sits outside the estate unless paid to the executor. Binding nominations and reversionary pensions often decide the outcome. Estate treatment affects creditors, claims and the speed of payment. Do SMSF death benefits form part of the deceased estate? Not automatically. The trustee keeps superannuation separate, and benefits reach the estate only if paid to the legal personal representative, otherwise a nomination or trustee decision directs the payment elsewhere. Are...
