Estate Planning

It’s important to take a careful approach to estate planning, to ensure you leave your assets to the right people, in the most tax-effective way.

A good first step is to let us know who you want to receive your superannuation (and any insurance benefit you may be entitled to) in the event of your death, by nominating your super beneficiaries.

Who gets my super when I die?

Our easy to follow flowchart can help figure out who may be eligible to get your super when you die, and which nomination you need to complete.

  Beneficiary_nominations1

*A death benefit can only be paid as a pension to a child, if the child at the time of death is under the age of 18, or is under the age of 25 and financially dependent on you, or has a disability as defined under the Disability Services Act 1986.

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Do you have questions?

An Adviser from Telstra Super Financial Planning can help explore these options with you. Give us a call on 1300 033 166 to discuss your financial advice needs.