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Reference:1395299 (SMSF Death Benefit Nomination)

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Fund Info
  • What is the name of the Fund?
  • Is the Trustee a corporation?
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Member Info
  • For how many members of the Fund are you arranging a Death Benefit Nomination Form?
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  • Member 1 of 1
  • (dd/mm/yyyy)
  • Usual address
  • Does the member want to nominate a 'reversionary beneficiary'? Help
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    • Who does the member wish to appoint as their reversionary beneficiary?
    • Who does the member wish to appoint as their beneficiary under the death benefit arrangement? Help
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  • What proportion of the death benefit is that person to receive, and what is their relationship to the member?
    Given names Family name Relationship to Member Proportion of Benefit Form of Benefit
    %
    • If the beneficiary dies before the member, how does the member want the death benefit to be distributed? Help
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    • If a beneficiary dies before the member, how does the member want that beneficiary's portion of the death benefit to be distributed? Help
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    • If all of the beneficiaries die before the member, how does the member want the death benefit to be distributed? Help
    •  
  • Do you want the member's death benefit nominations to bind the trustee? Help
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