Wills & Estates
Estate Planning - Superannuation

In many cases, unless you execute a Binding Death Benefit Nomination every 3 years, the trustees of your superannuation fund can elect who to pay your death benefit to, based on who is dependent upon you. To ensure your superannuation is passed on to who you want, instruct us to draft a Binding Death Benefit Nomination for you.

Two people will need to witness the Binding Death Benefit Nomination and these people must not be referred to in the document. You should nominate a legally valid dependant and in order for the document to be legally binding, in many cases, it must be re-signed every three years.

You should check your superannuation fund deed to ensure that it is bound by Binding Death Benefit Nominations.

Need Further Help?
If you need further advice or assistance please contact us so that we can provide you with estate planning advice tailored to your personal situation.