News & Insights

When it comes to estate planning, many Queenslanders focus on Wills, Enduring Powers of Attorney (EPOA), and family trusts. But they often overlook one of their most valuable assets: their superannuation. If you have an SMSF, here are some essential considerations to ensure your wishes are properly reflected and legally enforceable when the time comes.

The loss of a loved one brings emotional hardship, and dealing with the financial aspects of their estate can add further stress. In Australia, one area that commonly raises questions is how and when superannuation death benefits can be accessed. Let's outline the key steps, considerations and timelines involved, and help you navigate the process with clarity and confidence.