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      When his brother died, Shaun’s estranged parents tried to claim his benefit. We proved it belonged to Shaun.

      When his brother died, Shaun’s estranged parents tried to claim his benefit. We proved it belonged to Shaun.

      Shaun

      For most of their lives, Shaun had assisted his brother financially. Shaun’s brother was estranged from their parents. Despite this estrangement, when Shaun’s brother passed away, their parents attempted to claim his superannuation death benefits.

      To help Shaun, we needed to closely examine the fund’s Trust Deed, as well as the relevant legal principles. These matters are complex, and require an expert in superannuation death benefits.

      By meticulously collecting the relevant evidence, we were able to prove that Shaun and his brother were in a relationship of “financial interdependency”. This is usually only applicable to de facto or spousal relationships.

      Shaun was awarded the full $120,000 of the benefit amount. We were pleased to help Shaun claim a benefit that honoured his relationship to his brother.

      Compensation received

      $120,000

      Claim type

      Death Benefit

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