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Perpetual Select Pension PlanPerpetual Superannuation Limited ABN 84 008 416 831 ADSL 225246 RSE L0003315NOMINATION OF BENEFICIARY You are able to nominate a beneficiary to receive your superannuation
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How to fill out passing on your super

01
To fill out passing on your super, follow these steps:
02
Obtain the necessary forms from your superannuation fund or download them from their website.
03
Fill in your personal details, including your full name, address, date of birth, and contact information.
04
Provide the details of your chosen beneficiary, including their full name, relationship to you, and contact information.
05
Specify the percentage of your superannuation balance that you wish to pass on to your beneficiary.
06
Sign and date the form.
07
Submit the completed form to your superannuation fund either by mail or through their online portal.
08
Keep a copy of the form for your records.

Who needs passing on your super?

01
Passing on your super is important for anyone who wants to ensure their superannuation balance is distributed according to their wishes after their death.
02
It is particularly important for individuals who have dependents, such as spouses, children, or financially dependent relatives.
03
By filling out passing on your super, you can ensure that your loved ones are taken care of and that your superannuation benefits are not lost or subject to unnecessary legal complications.
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Passing on your super refers to the process of designating beneficiaries for your superannuation funds or transferring accumulated benefits upon retirement or death.
Individuals with superannuation accounts who wish to update or designate beneficiaries are required to file passing on their super.
To fill out passing on your super, you typically need to complete a beneficiary nomination form provided by your super fund, indicating who will receive your super benefits and any specific instructions.
The purpose of passing on your super is to ensure that your superannuation benefits are allocated according to your wishes after your death, providing financial security for your chosen beneficiaries.
Information that must be reported includes the names and details of beneficiaries, the percentage of benefits allocated to each, and any related instructions or conditions.
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