SMSF360 Pty Ltd | Update your Death Benefit Nomination information

Update Death Benefit Nomination

Fund Name*
Number of fund members you are updating death benefit nominations for?*
Member 1
Full Name
Type*
Do you want this binding nomination to be non-lapsing or should you be required to review and renew every 3 years?*
Do you wish to nominate specific beneficiaries (e.g. spouse) or to your Legal Personal Representative (LPR) to transfer to your estate in the event of death?*
List your nominated beneficiary/ies:*
Full Name Relationship % or $
In the event that one or more nominated beneficiaries pre-decease you as the member, how are the death benefits to be dealt with?
List your cascading nominated beneficiary/ies:*
Full Name Relationship % or $
Do you want this to be a Paramount Document when dealing with your death benefit?*
The Deed provides that a Paramount Document means a document or Agreement that is made a Special Rule of the Fund that shall take precedence and priority in whole or in part over any other document, agreement or resolution made by the trustee of the Fund that purports to deal with a member’s superannuation interests in the Fund in a different manner.
Member 2
Full Name
Type*
Do you want this binding nomination to be non-lapsing or should you be required to review and renew every 3 years?*
Do you wish to nominate specific beneficiaries (e.g. spouse) or to your Legal Personal Representative (LPR) to transfer to your estate in the event of death?*
List your nominated beneficiary/ies:*
Full Name Relationship % or $
In the event that one or more nominated beneficiaries pre-decease you as the member, how are the death benefits to be dealt with?
List your cascading nominated beneficiary/ies:*
Full Name Relationship % or $
Do you want this to be a Paramount Document when dealing with your death benefit?*
The Deed provides that a Paramount Document means a document or Agreement that is made a Special Rule of the Fund that shall take precedence and priority in whole or in part over any other document, agreement or resolution made by the trustee of the Fund that purports to deal with a member’s superannuation interests in the Fund in a different manner.
Member 3
Full Name
Type*
Do you want this binding nomination to be non-lapsing or should you be required to review and renew every 3 years?*
Do you wish to nominate specific beneficiaries (e.g. spouse) or to your Legal Personal Representative (LPR) to transfer to your estate in the event of death?*
List your nominated beneficiary/ies:*
Full Name Relationship % or $
In the event that one or more nominated beneficiaries pre-decease you as the member, how are the death benefits to be dealt with?
List your cascading nominated beneficiary/ies:*
Full Name Relationship % or $
Do you want this to be a Paramount Document when dealing with your death benefit?*
The Deed provides that a Paramount Document means a document or Agreement that is made a Special Rule of the Fund that shall take precedence and priority in whole or in part over any other document, agreement or resolution made by the trustee of the Fund that purports to deal with a member’s superannuation interests in the Fund in a different manner.
Member 4
Full Name
Type*
Do you want this binding nomination to be non-lapsing or should you be required to review and renew every 3 years?*
Do you wish to nominate specific beneficiaries (e.g. spouse) or to your Legal Personal Representative (LPR) to transfer to your estate in the event of death?*
List your nominated beneficiary/ies:*
Full Name Relationship % or $
In the event that one or more nominated beneficiaries pre-decease you as the member, how are the death benefits to be dealt with?
List your cascading nominated beneficiary/ies:*
Full Name Relationship % or $
Do you want this to be a Paramount Document when dealing with your death benefit?*
The Deed provides that a Paramount Document means a document or Agreement that is made a Special Rule of the Fund that shall take precedence and priority in whole or in part over any other document, agreement or resolution made by the trustee of the Fund that purports to deal with a member’s superannuation interests in the Fund in a different manner.

Full Name	Relationship	% or $

Full Name	Relationship	% or $

Full Name	Relationship	% or $

Full Name	Relationship	% or $

Update Death Benefit Nomination

Member 1

Member 2

Member 3

Member 4