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Beneficiary nominations for insurance in super

Donmont Capital · Financial advice for Australians

If your life insurance is held inside super, the payout is treated as a super death benefit — and who receives it is decided by your death benefit nomination and super law, not your will. Getting this wrong can send the money to the wrong person, or trigger avoidable tax.

The types of nomination

Who can receive it

Super (and the insurance in it) can only be paid to your dependants for super purposes — spouse, children, someone financially dependent or in an interdependency relationship — or to your estate. Anyone else must be paid via your estate.

The tax trap. A benefit paid to a tax dependant (like a spouse) is generally tax-free; paid to a non-dependant such as a financially independent adult child, the taxable component is generally taxed at 15% plus Medicare. A valid, current nomination and the right structure can reduce this.
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Frequently asked questions

Does my will control my life insurance in super?

No - if the cover is inside super, the payout follows your death benefit nomination and super law, not your will, unless you nominate your estate.

What’s a binding death benefit nomination?

A nomination that legally binds the fund’s trustee to pay your benefit as you direct, provided it’s valid. Many lapse after three years unless renewed; some funds offer non-lapsing versions.

Will my kids pay tax on the payout?

A benefit paid to a tax dependant such as a spouse is generally tax-free. Paid to a non-dependant like a financially independent adult child, the taxable component is generally taxed at 15% plus Medicare.

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Sources & important information

General advice warning. This information is general in nature only and does not take into account your objectives, financial situation or needs. It is not personal financial advice. Before acting on it, consider whether it is appropriate for you and read any relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD). Consider seeking personal advice from a licensed financial adviser. Donmont Capital is an Authorised Representative (No. 1302126) of Gill & Co Advisory Pty Ltd (AFSL No. 551560).

Sources. Figures referenced are drawn from recognised public sources including the ASFA Retirement Standard, the Australian Taxation Office (ATO), APRA and ASIC’s Moneysmart. All figures are indicative and current only as at the periods stated; superannuation rules, thresholds, balances and returns change over time. Verify current figures with the original source before relying on them.

Calculators & estimates. Any calculator or projection here is a simplified estimate for general illustration only, relies on assumptions that may not reflect your situation, and is not a guarantee of future outcomes.

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