Binding Death Benefit Nomination (SMSF)
Direct your SMSF trustee to pay your super death benefit to the dependants or estate you choose, prepared to match your fund's deed.
Before you start
- Only for an SMSF: This nomination is only for a self managed super fund regulated by the Australian Taxation Office. If you are a member of an industry fund, a retail fund or a small APRA fund, ask your fund for its own nomination form.
- Your fund's trust deed: Have the current trust deed of your fund, and every deed of variation back to the original deed. You will need the clause that deals with death benefit nominations, its clause number and the date of the deed.
- Your fund details: The fund's full name, and the full name and ACN of the trustee company, or the full names of each individual trustee.
- Your beneficiaries: The full name of each person you want to nominate, their relationship to you, and the percentage each should receive. The shares must add up to 100%.
What you get
- The finished document in Word and PDF, completed from your answers
- A plain-English guide to completing, signing and keeping it
- DIY straight away, or a solicitor check within 1 to 3 business days
How it works
- Answer the questions, in 5 short steps.
- See your fixed price and pay.
- DIY documents download straight away. Solicitor-checked documents arrive within 1 to 3 business days.
DIY or Solicitor-checked
What 1 round of review means: the solicitor reviews your answers and the document once, and makes the changes needed based on what you have told us. Changes because your instructions change after delivery, negotiating with the other side, advice outside the document, and registering or lodging it are not included. If you need any of these, you get a written fixed-fee quote first, and nothing is charged unless you agree.
Fixed prices including GST. No subscription, no account and nothing to cancel later. We won't call you unless you ask. Bought DIY and want a solicitor after all? Upgrade within 30 days and what you paid comes off.
Common questions
What is the difference between DIY and Solicitor-checked?
DIY: your document is completed from your answers and ready to download straight away. No solicitor reviews it, and it is not legal advice.
Solicitor-checked: a solicitor reviews your answers and the document, makes the changes needed in 1 round of review, and releases it to you, usually within 1 to 3 business days. The fee is fixed and does not change with the time spent.
When is my card charged?
DIY: when your document is generated, straight after checkout.
Solicitor-checked: your card is only authorised at checkout and is charged when we deliver your document. If you cancel before the solicitor starts the review, nothing is charged. If you cancel after the review has started, we keep 50% of the fee.
What if my situation is more complicated?
Some answers mean a template is not the right fit, for example an unusual structure or a dispute. When that happens we tell you, and you can request a fixed-fee quote from a solicitor instead. Quotes usually arrive within 1 business day and nothing is charged unless you accept.
Do your documents work outside NSW?
Our documents are prepared for the law of New South Wales and the Commonwealth. Some may not suit other States or Territories. If your matter is outside NSW, request a quote and we will tell you what we can do.
What do I receive?
A completed Word document (and usually a PDF copy), together with a plain-English guide to finishing, signing and, where needed, witnessing or stamping it. Your download links are on your order page, and we email you when your document is ready.
Written by NSW solicitors. Every template was prepared by a practising NSW solicitor at Corporate Legal, an incorporated legal practice. Solicitor-checked orders are reviewed by Zohra Ali, principal solicitor, or a solicitor she supervises.