Your super does not
follow your will.

Superannuation is not automatically part of your estate. The fund trustee decides who receives it, unless you make a valid binding nomination. We help you make one that works with your will.

Client reviews

In our clients’ own words.

Is this you?

When people come to us about superannuation nominations.

Each of these is a good reason to call, and none of them is too early.

  • Most of your wealth is in super.
  • Your nomination was made years ago, or has lapsed.
  • You have a self-managed super fund.
  • You have adult children and a new partner.

How we help

A nomination that has lapsed or is invalid leaves the decision to someone else.

Many binding nominations lapse after three years unless they are renewed, and a nomination in favour of someone who is not eligible may be invalid. Who receives your super also affects tax. A payment to an adult child who is not financially dependent is generally taxed, while a payment to a spouse is not.

We review your funds and nominations, explain who can receive your super and how it is taxed, and help you complete nominations that match your will.

What we do

  • Review of each fund and existing nomination
  • Binding and non-lapsing nominations
  • Self-managed super fund deeds and nominations
  • Paying super to your estate or directly to dependants
  • Tax on death benefits explained
  • Nominations aligned with your will

What happens first

How it works.

Four steps, with a lawyer the whole way.

What it costs
  1. Online, in your own time

    Answer the questions from home, at your own pace. Your answers are saved as you go.

  2. Within one business day: your draft

    Our lawyers prepare your documents and send you a link to read them.

  3. Your changes, in your own words

    Tell us anything you would like changed. One round of changes is included.

  4. Signed with a lawyer

    A meeting with one of our lawyers, by video or at our office, where we explain the documents and guide you through signing.

Questions

Frequently asked questions

If your question is not here, it is a good reason for the free call.

  • Does my will cover my super?

    Not automatically. Super is paid by the fund trustee. It only follows your will if it is paid to your estate.

  • Do nominations expire?

    Many binding nominations lapse after three years unless the fund allows a non-lapsing nomination. We check each of your funds.

  • What does it cost?

    Wills and powers of attorney made online have a fixed price, shown before you pay. Probate, estate administration and estate disputes are quoted in writing before the work starts, and you are told early if anything changes.

Tell us what is going on. We will tell you where you stand.

A free 15-minute call. If it is a matter for us, you are booked in with the right solicitor before the call ends. If it is not, we will say so.