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Beneficiary nomination - eXpand
Non-binding: the superannuation trustee is not legally bound to pay your death benefit according to your nomination . instructions. However, the trustee will take into account these nominations when determining your beneficiaries. Please also complete Step 7 if you’re nominating, amending or revoking a Lapsing binding nomination. 1
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Product Disclosure Statement - eXpand
www.myexpand.com.auSuper, eXpand Pension and eXpand Investment accounts (conditions apply) including your own and those of immediate family members, which may reduce the Administration Fee payable. • Switchability: Allows you to move between eXpand Super and eXpand Pension without selling down your assets or realising capital gains tax. 4. Risks of super
Product Disclosure Statement - eXpand
www.myexpand.com.aueXpand ension Product Disclosure Statement i This PDS is a summary of significant information you need to help you decide whether eXpand Pension will meet your needs. It includes references to additional important information contained in the eXpand General Reference Guide (General Reference Guide ), the eXpand Investment Menu (Investment Menu), and the
Advice Fees - eXpand
www.myexpand.com.aunsurance in superannuation strategy I ithdrawal advice.W. eXpand | Advice fees 3 Section B – Advice Fee – Ongoing. Note: Please note this fee cannot be offered in conjunction with a fixed term arrangement. The available fee options are: (a) Percentage based fee options – flat percentage . or.
eXpand Investment Guide 6Dec21 v2 clean FINAL
www.myexpand.com.auprovide you with the PDSs for the relevant managed investments or fixed-term annuity, or product guide for the ... investment at the time of an investment instruction, such as for a regular savings plan, income distribution re- ... have a minimum trading amount of $500.
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How to nominate beneficiaries - Aware Super
aware.com.auIf you have a valid binding death benefit nomination in place when you die, the trustee will pay a lump sum to each of your nominated beneficiaries in the proportions you direct. In other words, a binding nomination ‘binds’ us to pay your benefit exactly as you have requested, giving you complete control.
Binding death benefit nomination for ... - AustralianSuper
www.australiansuper.comBinding death benefit nomination Use this form to set up a binding nomination or change/cancel an existing binding nomination. 1265.5 05/21 ISS9 page 3 of 4 STEP 1. PROVIDE YOUR PERSONAL DETAILS Last name Mr Ms Mrs Miss Dr Male Female X X X X X X X First name/s Date of birth ...
Change my details - AustralianSuper
www.australiansuper.comdeciding to whom, and in what proportion, your death benefit should be paid. In making this decision however, the Trustee will take into account your nomination of preferred beneficiary(ies). For your nomination to be effective, it is important that you keep it up to date, particularly if your family or marital circumstances change. If
Binding death benefit nomination - Hesta
www.hesta.com.aubinding death benefit nomination Before completing the form, read Important information below and overleaf. Complete all sections in capital letters, using a black or blue pen. Print ‘X’ to mark boxes where applicable. Do NOT use liquid paper or correction tape.