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What happens to my superannuation when I die?

 

What happens to your superannuation after you die? What happens if you haven’t nominated a beneficiary?

Join Anna and Kerryn Lancaster, a senior corporate superannuation professional, to discuss who could access your super funds when you’ve gone.

Guest: Kerryn Lancaster, Corporate Superannuation
Host: Anna Hacker, Principal, Australian Unity Trustees Legal Services

If you have a question you would like us to cover in a future episode you can send us an email: WHWID@australianunity.com.au

What happens when I die? is a podcast by Australian Unity.

General advice for listeners
Please be aware that the information in this podcast has been prepared without considering the objectives, financial situation, or needs of any individual and is general in nature. If you do wish to act on the information, before doing so you should consider its appropriateness to your circumstances and obtain specific legal and financial advice. As we suggest in the podcast we would always recommend obtaining financial and legal advice relevant to your circumstances before making any decisions and also in line with this suggest getting specialist advice from a tax professional to confirm the impact of this financial advice on your overall tax position.


What Happens When I Die?

What happens when I die podcast episode 1

Episode 1 - What happens to my things when I die?

There are often more arguments over ownership of sentimental things after someone dies than disputes over money. Find out how families cope with the overwhelming task and what you can do now to avoid the most common problems.

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What Happens When I Die?

Episode 3

Episode 2 - What happens when someone challenges my will when I die?

Why can a will be challenged? When a family member says they have been left out or they haven’t been left enough, what happens next? We explain who can challenge a will and tips on how you can protect yours.

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What Happens When I Die?

What Happens When I Die podcast episode 3

Episode 3 - What happens to my international assets when I die?

What commonly goes wrong and what are the tips to avoid it happening to you? We discuss the technicalities of leaving behind assets in foreign jurisdictions, especially the United States.

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