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Perpetual Self Managed Super Fund Service Perpetual Trustee Company Limited ABN 42 000 001 007 ADSL 236643 NOMINATION OF BENEFICIARY Original form should be retained by the trustee, with a copy provided
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How to fill out binding nomination - smsf
How to fill out binding nomination - SMSF?
01
Start by logging into your SMSF account or contacting your SMSF provider to obtain the necessary forms for a binding nomination.
02
Fill out the form with your personal details, including your full name, date of birth, and contact information.
03
Indicate the beneficiaries you wish to nominate by providing their full names and their relationship to you.
04
Specify the percentage or portion of your superannuation benefits that you want each beneficiary to receive. It is important to note that the total must add up to 100%.
05
Review the form to ensure all information is accurate and complete. Make sure to read any instructions or guidelines provided by your SMSF provider.
06
Sign and date the form, indicating your understanding that this is a legally binding nomination.
07
Submit the completed form to your SMSF provider as instructed. Keep a copy for your records.
Who needs binding nomination - SMSF?
01
Individuals with a Self-Managed Super Fund (SMSF) who want to have control over the distribution of their superannuation benefits after their death.
02
Those who have specific beneficiaries in mind and want to ensure their wishes are followed.
03
People who want to minimize potential disputes or disagreements between family members or dependents regarding the distribution of their superannuation benefits.
04
SMSF members who want to provide financial protection and security for their loved ones by designating them as beneficiaries.
05
Those who want to ensure that their superannuation benefits are distributed according to their wishes, as opposed to being subject to the discretion of the trustee or legal requirements.
Note: It is advisable to seek professional advice from a financial advisor or SMSF specialist when making decisions regarding binding nominations and estate planning.
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What is binding nomination - smsf?
Binding nomination in a SMSF is a formal way of directing the trustee(s) to pay your super benefits to a specific person or people upon your death.
Who is required to file binding nomination - smsf?
Any member of a Self-Managed Superannuation Fund (SMSF) can choose to make a binding nomination.
How to fill out binding nomination - smsf?
To fill out a binding nomination in a SMSF, you need to complete the relevant form provided by your fund and follow the instructions provided.
What is the purpose of binding nomination - smsf?
The purpose of a binding nomination in a SMSF is to ensure that your super benefits are distributed as per your wishes upon your death.
What information must be reported on binding nomination - smsf?
The binding nomination form in a SMSF typically requires information such as the nominated beneficiary/beneficiaries' details, the percentage of benefits allocated to each beneficiary, and your signature.
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