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.
Binding Death Benefit Nomination Form Smsf Template – Australia Editable | PrintableSample
1. Member Details 2. Nominee Details 3. Additional Nominee Details 4. Declaration by Member 5. Acknowledgment of Nominees 6. Member Signature and Date 7. Witness Details
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PDF
WORD
Examples
[Member’s Name]
[Member’s Date of Birth]
[Member’s Address]
[Member’s Contact Number]
[Member’s Email]
[Trustee’s Name]
[Trustee’s Contact Number]
[Trustee’s Address]
I, [Member’s Name], hereby nominate the following individuals as beneficiaries to receive my superannuation death benefits in the event of my death:
[Beneficiary Name]
[Relationship to Member]
[Percentage of Benefit]%
[Beneficiary Address]
[Beneficiary Name]
[Relationship to Member]
[Percentage of Benefit]%
[Beneficiary Address]
This nomination is binding and must be acted upon by the trustee of the fund in accordance with the regulations governing superannuation in Australia.
This nomination will remain in effect until it is revoked or amended by the member in writing, in accordance with the fund’s rules.
[Member’s Signature]
[Member’s Name]
[Trustee’s Signature]
[Trustee’s Name]
[Member’s Name]
[Member’s Date of Birth]
[Member’s Address]
[Member’s Contact Number]
[Trustee’s Name]
[Trustee’s Address]
I, [Member’s Name], wish to nominate the following beneficiaries to receive my death benefits from the SMSF:
[Beneficiary Name]
[Relationship to Member]
[Percentage]%
[Beneficiary Contact Information]
[Beneficiary Name]
[Relationship to Member]
[Percentage]%
[Beneficiary Contact Information]
The trustee must ensure these nominations are honored in alignment with the superannuation laws effective in Australia.
This nomination may be revoked or altered at any time, and such changes must be documented in writing.
[Member’s Signature]
[Member’s Name]
[Trustee’s Signature]
[Trustee’s Name]
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