Explanatory Document – Death Benefit Nomination

Did you know that your superannuation is not part of your estate or controlled by your will, unless you direct it to your estate?

This is why this is an important document; you should read it carefully and take steps that are important to you. You can also use this document to ensure that others who are important to you (i.e your spouse) also consider their superannuation wishes, which can be critical to your future financial security.

To read this fact sheet in its entirety download the PDF version here.

Enduring Power of Attorney – Death Benefit Nomination

All superannuation members should consider having in place an enduring power of attorney that empowers a trusted person or persons

Appointing SuperGuardian as your Tax Agent

Self-Managed Superannuation Funds are required to use the Client-agent linking nomination process to appoint a Tax Agent or update the

Deferred Contribution Allocation

A deferred contribution allocation strategy, often referred to as contribution reserving, enables a member to bring forward the timing of

Bring Forward Contributions

The ability to bring-forward future year entitlements to make non-concessional contributions has been in place for many years now. Prior

Disclaimer: Any information that is financial product advice is provided by SuperGuardian Pty Ltd (AFSL No. 485643 ). The advice provided is general in nature and is not personal financial product advice. The advice provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to SuperGuardian FSG https://www.superguardian.com.au/pdfs/Financial-Services-Guide.pdf for contact information.

By accessing and/or using information at or through this site each user waives and releases SuperGuardian to the full extent permitted by law from any and all claims relating to the usage of the material made available through the website. In no event shall SuperGuardian be liable for any incident or consequential damages resulting from use of the material.