Superannuation death benefit nominations

What you put in your superannuation death benefit nomination must be carefully considered as part of your estate plan. It should not be an automatic ‘form-filling’ process.

Public offer funds are not as flexible when it comes to death benefit nominations and your estate planner might even suggest you move to a self-managed fund just to access that greater flexibility.

Once you have decided what the nominations (if any) should be, you can then focus on how to provide those nominations.  If your superannuation is with a public offer fund then you must look to them for the correct form to complete. 

For Self Managed Superannuation we offer a tailored death benefit nomination form service including the creation of what have been called ‘SMSF Wills’.