Binding Death Benefit Nomination

      Most SMSF Trust Deeds allow for Non-Binding and Binding Death Benefit Directions. If your personal and family circumstances require that you should make a Binding Death Benefit Direction we can assist.

      In the absence of a valid and enforceable Binding Death Benefit Nomination, Super Fund Trustees usually have a discretion to pay death benefits to essentially your spouse (defacto, current and former), children (natural and step), other dependants or your Estate.

      Any Binding Death Benefit Direction you make should be part of an overall estate plan and certainly it should be reviewed in conjunction with your Will.

      Our fee for preparing a simple Binding Death Benefit Direction is $495.00 including GST.

      If your SMSF Trust deed does not allow for the acceptance of a Binding Death Benefit Direction, our fee to amend your Trust Deed and preparing the Binding Death Benefit Direction is $900.00 including GST.

      If you would like to make a Binding Death Benefit Direction please complete this Order Form and return it to us.

      How to prepare a Binding Death Benefit Nomination/Direction that is binding. 


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      416 Flinders StreetTownsville
      QLD, 4810