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Important: The information shown on this and other pages on this website is of a general nature only and is provided as a guide to help members understand their investment choices.  The information is not intended to be construed as investment, financial or taxation advice. Before making a choice, members should consider their own personal financial requirements and read the Product Disclosure Statement.
 
 
 
  Beneficiaries

We regularly refer to a 'Nomination of Beneficiaries' but what does it actually mean to you as a member?

A Nomination of Beneficiaries is a method of recording your preferences to the Trustee about the people to whom your benefit is to be paid in the event of your death.

Who can be a beneficiary?

Your beneficiaries are the people you can leave your super to. This is restricted by law to your spouse, your children and people who are financially dependent on you.

1. Your parents may be your next of kin but you can only nominate them if they are financially dependent on you.

2. You can nominate your children even if they are adults and not financially dependent on you. This includes step-children and adopted children.

Who is entitled to nominate?

Every member of AESuper is entitled to make a nomination of beneficiaries (or beneficiary).

How do I make a Nomination of Beneficiaries?

Simply download our Nomination of Beneficiaries Form and send it in to us. Speak to one of our customer service staff on 1800 555 024 if you need any assistance or for a copy of the form.

Validity

Nominations are not valid if people other than your spouse, children or financial dependants are nominated.

     

     

   

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© 2007 Australian Enterprise Super


The information contained on this website is of a general nature only and does not take into account your personal objectives, situation or needs. Before making a decision about Australian Enterprise Super, you should consider your own requirements and the relevant Product Disclosure Statement. To obtain a copy, call us on 1800 555 024 or download it from this website.

Professional Associations Superannuation Limited (PASL) (ABN 14 056 917 303 RSE L0000352 AFSL 222590) as Trustee of Professional Associations Superannuation Fund (PASF) (ABN 78 984 178 687 RSE R1000429). Australian Enterprise Super is a Division of PASF.