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West Pennant Hills: (02) 9481 0428
Ermington: (02) 9898 1155
Auburn: (02) 9749 1055

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Binding Superannuation Nomination

A binding nomination gives you certainty, about who will receive your Superannuation benefit in the event of your death.

When you have nominated a beneficiary and the nomination is valid under Superannuation law, the Trustee will act in accordance with that nomination.

The Government has imposed strict conditions on how a beneficiary must be nominated:

  • A beneficiary must be a spouse (including de facto spouse or a same sex partner),
  • a child (including an adopted child, step child, the child of the member’s spouse or an ex-nuptial child)
  • or any person who was wholly or partially financially dependent at the date of your death
  • or any person who is, or was at the relevant time, in the opinion of the Trustee in an interdependency relationship with the member (generally a close personal relationship between two people who live together, where one or both provided the other with financial support, domestic support and personal support)
  • or your Legal Personal Representative- Executor of your Will.
  • If any beneficiary nominated is not a dependent, in the opinion of the trustee and according to Superannuation law, at the date of your death, the notice will be invalid.
  • A binding nomination notice is valid for a maximum period of three years, if no amendment or revocation is made to the notice.
  • It is your responsibility to update and review it every three years.
  • The Trustee of your Superannuation Fund will usually accept no liability for any failure on your part to do so.

You should update your nomination, if there is a change to your personal circumstances.

If you nominate your legal personal representative, please ensure you have a valid and up-to-date Will.

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Hills District

  • Level 1, Suite 2, 10 Castle Hill Road
    WEST PENNANT HILLS NSW 2125
  • (02) 9481 0428
  • P.O. Box 302
    ERMINGTON NSW 1700

Parramatta District

  • Suite 4, 8 Betty Cuthbert Avenue
    ERMINGTON NSW 2115
  • (02) 9898 1155
  • P.O. Box 302
    ERMINGTON NSW 1700

Auburn

  • 1 Mary Street
    AUBURN NSW 2144
  • (02) 9749 1055
  • P.O. Box 76
    AUBURN NSW 1835

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