One simple withdrawal request can save a beneficiary over $300,000 in tax or inadvertently disinherit them entirely. Understanding how the ATO treats fund awareness after death is essential for protecting your clients' legacies.

Superannuation Death Bed Withdrawals: Avoiding Traps

Join the MLC TechConnect team for all the latest adviser insights relating to advice strategy. Important information and disclaimer © 2026 IOOF Service Co Pty Ltd.  All rights reserved. For financial adviser use only. Not intended for a broader audience. The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Whilst care has been taken in preparing the content, no liability is accepted for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication.

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Join the MLC TechConnect team for all the latest adviser insights relating to advice strategy.Important information and disclaimer© 2026 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only. Not intended for a broader audience.The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Whilst care has been taken in preparing the content, no liability is accepted for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication.

Join the MLC TechConnect team for all the latest adviser insights relating to advice strategy. Important information and disclaimer © 2026 IOOF Service Co Pty Ltd.&nbsp; All rights reserved. For financial adviser use only. Not intended for a broader audience. The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Whilst care has been taken in preparing the content, no liability is accepted for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication.

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Superannuation Death Bed Withdrawals: Avoiding Traps

Superannuation Death Bed Withdrawals: Avoiding Traps