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1d ago

Can an SMSF Death Benefit Payment Be Challenged by Estranged Kin?

Highlights Challenges target the nomination's validity or the trustee's process. Documented reasons and independent advice strengthen a trustee's position. Disputes usually go to courts, not an external complaints scheme. An SMSF death benefit payment can be challenged by estranged relatives, usually on grounds that a nomination was invalid or that the trustee failed to follow the deed or exercise discretion properly. Courts decide such disputes, and success depends on evidence. Can an SMSF d...