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Superannuation and life insurance are often one of the most valuable assets forming part of a deceased person’s estate.

To the surprise of many, these assets commonly pass to beneficiaries outside of the Will, particularly in circumstances where a will challenge has been anticipated.

Depending on the steps taken by the deceased when they were alive, the superannuation and life insurance may either be distributed per a binding nomination, reversionary pension, or at the discretion of the trustee of the fund. Any of which can provide harsh results, particularly in blended family situations.

Our Litigation and Dispute Resolution Team can assist you with:

  • Preparing an application for payment of superannuation and life insurance benefits which will give you the best chance of receiving a distribution

  • Challenging the validity of binding death benefit nominations

  • Self-managed superannuation fund (SMSF) disputes

  • Obtaining compensation for Improper superannuation payments to executors and administrators in their personal capacity

  • Strategic advice regarding your best chance of recovery in deceased estates involving superannuation and life insurance

Book a free initial consultation with one of our expert Litigation & Dispute Resolution Solicitors today.

Why choose Robbins Watson Solicitors?

Discover what makes us different.

Experience you can count on

With over 60 years in business, we position our clients and their businesses with the best advice to enable them to prosper.

We’re committed to you

We recognise your needs, assess specific priorities and objectives and develop strategies to meet them.

Enduring relationships

We generously invest time and expertise to understand our clients and build beneficial long-term relationships.

Efficient teams

We embrace technology to ensure our clients outcomes are delivered quickly, efficiently and cost-effectively.

What our clients have to say

Chelsea Baker, solicitor at Robbins Watson, has been looking after the administration of our late mother’s estate. Chelsea (and her team) has been very professional, prompt and friendly. She was very knowledgeable and thorough, in explaining everything and providing all the necessary legal documents and advice. We have been very happy with the service provided and would highly recommend Chelsea and her team at Robbins Watson Solicitors

AI & LB

Thank you to Sylvia Hoefnagels for guiding me through an Estate issue. Sylvia was direct, always courteous , very efficient and understanding. I will not hesitate to contact Robbins Watsons Law firm should I require further legal advice

Catherine Scally

Thanks to the wonderful assistance of Robbins Watson, we have come to the conclusion of matters for my Father and his Estate… on behalf of my Mother and my brothers we are so grateful for the kindness and guidance shown by Chelsea and yourself, Allison, in all you have done. Thank You.

G

Thank you so very much for your help to see this finalised today Adam !!!!! A very emotional day for me, and I am so grateful for all you have done to push this through.

E.S

Just wanted to say a huge thank you to Sarah and the team at Robbins Watson for helping me with my separation recently. Sarah was exceptional in all her dealings with the separation and put my mind at ease throughout the entire process. It was a challenging time however Sarah had it completely under control and achieved a great result allowing me to move forward with confidence. Sarah was very professional, compassionate and supportive the whole way through. Thanks again Sarah for all that you do.

Family Law Client

Marcus, thank you again for your support throughout the settlement process, we very much appreciate your professionalism, advice and communication from start to finish! We would be happy to recommend Robbins Watson to our family and friends.

Angela

Good morning – just wanted to send a quick email off and let you know how impressed (my wife and myself) have been with Emma – We have bought a couple of properties up there over the last year or two – we’re from Wagga Wagga, NSW and are relocating up there at the end of this year. Emma has been absolutely fantastic to deal with and we couldn’t be happier!!! It makes things really easy when you have someone on the ball like she is – so yeah, just a quick ‘Well done’ – thanks so much, we really appreciate it and keep up the good work!

Jarrod

Thank you again for your services, I cannot fault you and your team. You are always such a pleasure to deal with and make what would normally be a stressful time, quite the opposite.

Emma (& Helen)

Please extend my warmest thanks to All that have assisted me. You all have made the process of dealing with Wills, selling property, and soon with my own Will and things. Robbins Watson have exceeded my expectations in ability, personal interactions, pleasant meetings; in short, you are my Solicitors of choice, and I say so to any and all.

George

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