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Submitted by Ross Smith on Wed, 11/08/2023 - 14:00

Regrettably, it may be that corporate lawyers are advising trustee administration to ask for certified copies of The Will and lots of other evidence as if they were 'de facto' Deceased Estate processors, which goes far past their legal remit, when all that is basically required is (1) certified copy of Death Certificate (2) letter of instruction from the nominated beneficiary and their bank account details. However, the 'de facto' requests for additional certified documentation causes delay and to frustrate the death benefit payout and closure of the super fund account. It could an agency conflict of interest for additional marginal revenue in administration fees. The regulatory limit should be 3 weeks from when a Certified Copy of Death Certificate arrives in the Trustee's office or the money gets paid to the Tax Office which then pays the nominated beneficiary.

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