Binding Death Benefit Nomination Form Smsf Template – Australia

The Binding Death Benefit Nomination Form SMSF Template – Australia is offered in multiple formats, including PDF, Word, and Google Docs. These versions are fully customizable and ready for printing, allowing you to use them conveniently.


Sample

Binding Death Benefit Nomination Form Smsf Template – Australia

Editable | Printable



1. Member Details


2. Nominee Details



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3. Additional Nominee Details



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4. Declaration by Member

5. Acknowledgment of Nominees

6. Member Signature and Date


7. Witness Details




PDF


WORD

Examples


Binding Death Benefit Nomination Form – SMSF Template – Australia (1)
Member Details:
[Member’s Name]
[Member’s Date of Birth]
[Member’s Address]
[Member’s Contact Number]
[Member’s Email]
Trustee Details:
[Trustee’s Name]
[Trustee’s Contact Number]
[Trustee’s Address]
Nomination Statement:
I, [Member’s Name], hereby nominate the following individuals as beneficiaries to receive my superannuation death benefits in the event of my death:
Beneficiary 1:
[Beneficiary Name]
[Relationship to Member]
[Percentage of Benefit]%
[Beneficiary Address]
Beneficiary 2:
[Beneficiary Name]
[Relationship to Member]
[Percentage of Benefit]%
[Beneficiary Address]
Additional Instructions:
This nomination is binding and must be acted upon by the trustee of the fund in accordance with the regulations governing superannuation in Australia.
Validity Period:
This nomination will remain in effect until it is revoked or amended by the member in writing, in accordance with the fund’s rules.
Executed on [Date].
Sincerely,
[Member’s Signature]
[Member’s Name]
[Trustee’s Signature]
[Trustee’s Name]
Binding Death Benefit Nomination Form – SMSF Template – Australia (2)
Member Information:
[Member’s Name]
[Member’s Date of Birth]
[Member’s Address]
[Member’s Contact Number]
Trustee Information:
[Trustee’s Name]
[Trustee’s Address]
Nominee Declaration:
I, [Member’s Name], wish to nominate the following beneficiaries to receive my death benefits from the SMSF:
Primary Beneficiary:
[Beneficiary Name]
[Relationship to Member]
[Percentage]%
[Beneficiary Contact Information]
Contingent Beneficiary:
[Beneficiary Name]
[Relationship to Member]
[Percentage]%
[Beneficiary Contact Information]
Trustee Obligations:
The trustee must ensure these nominations are honored in alignment with the superannuation laws effective in Australia.
Revocation Clause:
This nomination may be revoked or altered at any time, and such changes must be documented in writing.
Signed in [City], on [Date].
Regards,
[Member’s Signature]
[Member’s Name]
[Trustee’s Signature]
[Trustee’s Name]

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Binding Death Benefit Nomination Form Smsf Template - Australia