4. Nomination of Preferred Beneficiaries
This section is to help the Trustee decide who should receive any benefit payable from the Plan in the event of your death. It is not binding on the Trustee but your wishes will be followed where possible. The Trustee has discretion over the payment
of your death benefits, but under superannuation legislation death benefits can (generally) only be paid to a dependant or your estate (see Section 3 of the Member Guide for more information). If your circumstances change, you should alter your
nomination by notifying the Member Administrator in writing.
To the Trustee – Strictly Confidential.
I am aware, if I have not lodged a binding death nomination that in the event of my death whilst a Member of the Plan, the benefit provided under the Deed is payable at the Trustee’s discretion to one or more of my dependents, my estate, or such
other person as the Trustee determines to be validly entitled to the benefit. In such event, it would be my wish that the benefit be paid to the person/s nominated below in the proportions shown. I understand that it is a statement of my personal
preferences only and that it is in no way binding on the Trustee.
Members have the option to make a binding death nomination, details of which are in Section 3 of the Member Guide. If you wish to make a binding death nomination, please request a copy of the binding death nomination form from your Financial Adviser.
If you make no nomination at all, under the Plan’s Trust Deed, the Trustee is required to pay any death benefits to your estate.