How can I nominate a beneficiary on my account?

Nominating a beneficiary is an extremely important part of ensuring that your superannuation benefits are processed correctly as part of your estate planning strategy.

Simply complete the beneficiary nomination form provided below.

Please make sure that if a witness signature is required it matches the “witness signature dates”. Any errors on the form will render the request invalid. If you require further assistance please contact our Client Services team on (02) 9363 2900.

Principal Edge can assist you with this procedure and ensure that your request is processed promptly.

Please mail the completed form to:
Principal Edge Financial Services
Attn: Client Services
Level 3, Bay House
2 Guilfoyle Avenue
DOUBLE BAY, NSW, 2028

Click below to access your provider’s beneficiary nomination form: