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Guides / Australia

Superannuation

Contact each super fund trustee, death benefits depend on nominations and trust deed rules; not always part of the estate

Some steps differ by region inside the country.

Where

Each super fund, with myGov and the ATO as the way to find funds you do not know about.

How

Use their myGov account or an ATO request to list every super account in their name, including lost and unclaimed amounts. Check old payslips and PAYG summaries, which name the fund each employer paid into. Contact each trustee to report the death and request the claim pack. Ask each fund whether insurance is attached to the account, since it very often is.

What to bring

A certified copy of the death certificate Their tax file number Member numbers for each fund Details of all dependants

Sources

This is practical information, not legal, medical, or financial advice.

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