SMSF Lite recognises the importance estate planning and provides an intuitive “online wizard” to enable you to create nomination forms for your clients.

We support the production or a range of nominations non-binding and binding nominations (3 year expiring and non-expiring), as well as reversionary pension nominations.

These Nominations can be defined at Member Account level, to support specific nomination requirements, such as ensuring non-dependents receive benefits from a specific Member Account with higher tax free components.