HomeWho We AreFinancial ServicesResourcesContactFree Super Review
ResourcesSuper to RetireSuper by AgeGrow Your SuperRetirement IncomeAge PensionCompare FundsSMSFCalculatorsAPRA 2026 TestOnline Advice
Estate planning

What happens to your super when you die?

Donmont Capital · Financial advice for Australians

Here’s a fact that surprises most people: your super doesn’t automatically go to whoever’s in your will. Super is held in trust, and who receives it when you die is decided by super law and your fund’s trustee — not your estate — unless you’ve set things up correctly. Getting this right is one of the most important (and most neglected) parts of any financial plan.

Why super is different from your will

Your will controls your estate. Your super (plus any insurance held inside it) is a separate pool, and it’s paid according to a death benefit nomination or, if you don’t have a valid one, at the trustee’s discretion. That means without the right nomination, your money could go somewhere you didn’t intend — or be delayed and disputed.

The types of nomination

Not sure where your super really stands?A free, no-obligation review gives you a clear answer — in plain English.Book a free review →

Who can actually receive your super

Super can only be paid directly to your dependants (for super purposes) or your estate. Dependants include your spouse or de facto, your children, someone financially dependent on you, or someone in an interdependency relationship. Anyone else — for example a parent or sibling who isn’t a dependant — must be paid via your estate.

The tax trap: adult children

This is where families get stung. Super paid to a tax dependant (like a spouse or a financially dependent child) is generally tax-free. But super paid to a non-dependant — most commonly a financially independent adult child — is taxed on the taxable component, generally at 15% plus Medicare. On a large balance that can be tens of thousands of dollars. There are legitimate strategies (like re-contribution or drawing down before death) that can reduce this — but they must be planned in advance.

What to do

Death benefits sit at the intersection of super, tax and estate law — exactly the kind of thing that’s easy to get wrong and expensive to fix afterwards. A complimentary Donmont review checks your nominations and the tax outcome for your beneficiaries, so your super ends up where you actually want it.

Frequently asked questions

Does my super go to my will?

Not automatically. Super is held in trust and paid according to a death benefit nomination or the trustee's discretion, separately from your will. It only goes through your estate if you nominate your estate or have no valid nomination and the trustee directs it there.

What is a binding death benefit nomination?

A binding death benefit nomination (BDBN) legally binds your super fund's trustee to pay your death benefit as you direct, provided it's valid. Many lapse after three years unless renewed, though some funds offer non-lapsing versions.

Do my kids pay tax on my super when I die?

Financially independent adult children are non-dependants for tax purposes, so the taxable component of super paid to them is generally taxed at 15% plus Medicare. Super paid to tax dependants like a spouse is generally tax-free. Advance planning can reduce this tax.

Not sure which fund is right for you?

Get a complimentary, no-obligation review of your fees, performance and insurance from a licensed Donmont adviser.

Book my free review →

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.

Book a complimentary review