Overlay Graphic
we believe it’s possible
Invest Blue is passionate about helping people reach their goals and dreams by providing quality, tailored financial advice.

nominating beneficiaries

Nominating a ‘beneficiary’ is a person in your life you nominate to receive your superannuation benefits if you pass away.

Super is the second-largest asset for most Australians, after their family home. To give you the certainty that your superannuation benefits will go to the right people when you pass, you can put a binding nomination in place.

Things to consider

  • How much tax will my beneficiaries pay on my super?
  • Will my spouse get everything?
  • What happens if I don’t nominate anyone?

Fill out the form below to download the nominating beneficiaries worksheet now if you’d like to get started.

 

Other articles you may like: