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Taking ownership of death benefits: How trustees can deliver outcomes Australians deserve

report – 806

Released 31 March 2025

This report provides detailed observations from our review of the death benefit claims handling practices of 10 superannuation trustees. It identifies better practices, as well as systemic failures by some trustees that exposed grieving Australians to added emotional and financial distress.

Read the full report (PDF 7 MB)

Read Section 7: Inadequate support for First Nations claimants (PDF 540 KB)

Read Appendix C: Legislative framework (PDF 1.9 MB)