Preparing SMSF Deed & Binding Death Benefit Nomination

Our SMSF Team can prepare your SMSF deed and a compliant Binding Death Benefit Nomination tailored to your fund and current circumstances.

We ask that you take a moment to let us know how you would like to proceed. Please accept or decline this offer by completing the form below.

"*" indicates required fields

Self-Managed Super Fund Name:*

SMSF Member Name:*

Please note: This form is to be completed individually by all members of the fund.

First Middle Last

Decision to review SMSF Binding Death Benefit Nominations:

Yes, I accept this offer to prepare my SMSF deed and compliant SMSF Binding Death Benefit Nomination (further information to be provided below).

No, I decline this offer to prepare my SMSF deed and Binding Death Benefit Nominations and do not wish to receive further reminders.

Thank you for letting us know. As we are unable to prepare a Binding Death Benefit Nomination without an updated deed in place, we recommend seeking independent legal advice. Our team is happy assist you in engaging our in-house legal team, Aintree Group Legal – please call our office on 03 9851 7999.

Package Pricing & Engagement Proposal

The cost for this package is $990 including GST for one member, comprising $660 for the deed preparation (normally $825 including GST) and $330 including GST per BDBN.

For funds where multiple members choose to prepare a BDBN, an additional $330 per BDBN applies (including GST).

We will send a proposal for this work once this form is submitted and processed.

Details for your SMSF Binding Death Benefit Nomination

Please fill out the further information below and we will prepare and send documents for your review.

Please note that a wet ink signature and witnessing is required. We will include a return envelope for your convenience.

If multiple members complete this form, only one deed update will be required.

Your binding death benefit nomination allows you to direct your SMSF death benefit to a dependant.
Under superannuation law, dependants are defined as your:
• Spouse
• Children
• Person in an interdependency relationship
• Legal personal representative

If you would like more information regarding death benefit nominations, please see this ATO article.

If you would like to discuss your nomination in more detail or need help completing this form, please contact our team on 03 9851 7999.

Do you wish to nominate more than one Binding Death Benefit Nominee?

Yes

Who do you wish to nominate as your Binding Death Benefit Nominee?*

Prefix First Middle Last

Relationship to Member:*

First Nominee Name:*

Prefix First Middle Last

First Nominee Relationship to Member:*

First Nominee's Percentage of Binding Death Benefit?*

Please enter a number less than or equal to 100.

Second Nominee Name:*

Prefix First Middle Last

Second Nominee Relationship to Member:*

Second Nominee's Percentage of Binding Death Benefit?*

Please enter a number less than or equal to 100.

Add another Nominee?*

Yes

Third Nominee Name:*

Prefix First Middle Last

Third Nominee Relationship to Member:*

Third Nominee's Percentage of Binding Death Benefit?*

Please enter a number less than or equal to 100.

Add a fourth Nominee?*

Yes

Fourth Nominee Name:*

Prefix First Middle Last

Fourth Nominee Relationship to Member:*

Fourth Nominee's Percentage of Binding Death Benefit?*

Please enter a number less than or equal to 100.

Total Contribution Calculation

ERROR: All nomination percentages must equal a total of 100%. Please reallocate percentage of each Binding Death Benefit Nomination.

Cascading Nomination

A cascading nomination is who will become the beneficiary if the person nominated above passes away before the benefits are paid.

Please select your cascading nomination:*

Cascading Nominee Name:*

Prefix First Middle Last

Cascading Nominee Relationship to Member:*

Cascading Nominee's Percentage of Binding Death Benefit?*

Please enter a number less than or equal to 100.

If you are only nominating one cascading nominee, please put 100, for 100%.

Add another Cascading Nominee?*

Yes

Second Cascading Nominee Name:*

Prefix First Middle Last

Second Cascading Nominee Relationship to Member:*

Second Cascading Nominee's Percentage of Binding Death Benefit?*

Please enter a number less than or equal to 100.

Add a third Cascading Nominee?*

Yes

Third Cascading Nominee Name:*

Prefix First Middle Last

Third Cascading Nominee Relationship to Member:*

Third Cascading Nominee's Percentage of Binding Death Benefit?*

Please enter a number less than or equal to 100.

Add a fourth Cascading Nominee?*

Yes

Fourth Cascading Nominee Name:*

Prefix First Middle Last

Fourth Cascading Nominee Relationship to Member:*

Fourth Cascading Nominee's Percentage of Binding Death Benefit?*

Please enter a number less than or equal to 100.

Total Contribution Calculation (Cascading)

ERROR: All cascading nomination percentages must equal a total of 100%. Please reallocate percentage of each Binding Death Benefit Nomination.

Any further information for our team?

Preparing SMSF Deed & Binding Death Benefit Nomination

Package Pricing & Engagement Proposal

Details for your SMSF Binding Death Benefit Nomination

Cascading Nomination

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