Important information

Nominating a preferred beneficiary

If you die you can nominate a preferred beneficiary to receive your superannuation benefit (‘Your Super’). It is important that the Trustee knows who you would prefer Your Super to go to. Please check your current nominations to make sure they reflect your wishes. You can find out more by reading your Product Disclosure Statement (PDS).

You can nominate preferred beneficiaries, and they must be a dependant or your legal personal representative (for example, the executor of your will).

A dependant is defined as:

Your spouse as defined in the Superannuation Law which generally includes:

  • your husband or wife;
  • another person (whether of the same sex or not) with whom you are in a registered relationship;
  • another person who, although not legally married to you, lives with you on a genuine domestic basis in a relationship as a couple
  • your child as defined in the Superannuation Law which generally includes:
  • your adopted child, step-child or ex-nuptial child;
  • your spouse's child;
  • someone who is a child of you within the meaning of the Family Law Act 1975
  • any person with whom you have an interdependency relationship. This will occur where you have a close personal relationship with another person (whether or not related by family) and:
  • you and that person live together;
  • you, the other person, or both of you provide the other with financial support, and
  • you, the other person, or both of you provide the other with domestic support and personal care.


It will also occur where you have a close personal relationship with another person but due to a disability the other criteria of interdependency cannot be met.

The law does not require the trustee to pay your super as you have set it out in your nominations, but the trustee will of course consider your nominations when deciding to pay your super.

If you would like the Trustee to be bound by your nomination, please complete a binding nomination form, called 'Binding death benefit nomination' available from the forms section of this. Superannuation law currently does not allow binding nominations forms to be completed online.

Your nomination will only apply to the account you are currently viewing. If you have multiple accounts with us, you will need to give us a separate nomination for each account.

I agree to provide my email address and:

I acknowledge that it will be used to send me confirmation of this transaction once my request has been processed. I also agree that the Trustee may use these details in the future to send me information concerning my super electronically (unless I have otherwise told the Trustee).

I understand I can change my preference for receiving confirmation at any time by updating my personal details information via the update personal details page, or by calling us on 1800 682 626. 

If my email bounces, I acknowledge that I will be issued with a paper-based confirmation letter and that the email address recorded for my account will be removed. If this occurs, I will be prompted to provide an updated email the next time I log in to my account and access the personal details page.