---
title: "Prepare death-benefit nomination steps against the fund deed, including BDBNs"
url: "https://ailawframework.com/practice/wills-estates-probate-and-succession/prepare-death-benefit-nomination-steps-against-the-fund-deed/commonwealth"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A17-T1-R5-CTH"
practice_area: "Wills, Estates, Probate & Succession"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["CTH"]
last_reviewed: "2026-09-23"
---

# Prepare death-benefit nomination steps against the fund deed, including BDBNs

> From the fund deed and nomination papers, list binding, non-binding and reversionary nomination types, two-year renewal dates for lapsing BDBNs, and eligible nominees.

Canonical page: https://ailawframework.com/practice/wills-estates-probate-and-succession/prepare-death-benefit-nomination-steps-against-the-fund-deed/commonwealth  
Last reviewed: 2026-09-23

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Wills, Estates, Probate & Succession](https://ailawframework.com/practice/wills-estates-probate-and-succession.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | From the fund deed and nomination papers, list binding, non-binding and reversionary nomination types, two-year renewal dates for lapsing BDBNs, and eligible nominees. |
| What the lawyer must review | Remember super follows the fund deed, not the will; verify nomination validity under this deed Check whether the deed allows non-lapsing BDBNs (many industry funds do not) Confirm nominees are 'dependants' (SIS Act s 10(1)) or the legal personal representative Check SMSF death benefit rules, which differ from APRA funds (ATO: sole purpose test, payment standards) Check reversionary pension effects on the assets test exemption and transfer balance cap Confirm the execution date of a lapsing BDBN and diarise its two-year renewal |
| Written for | Commonwealth |
| Applies to | [Prepare death-benefit nomination steps against the fund deed](https://ailawframework.com/practice/wills-estates-probate-and-succession/prepare-death-benefit-nomination-steps-against-the-fund-deed.md) |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: Potential support includes preparing preliminary structure or wording and identifying points for review. Confirm the tool’s capability and permitted scope.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.
- Why: The plan reflects the described work and review requirements. Policy colours are not used to determine permission or checking.

## Checks the lawyer makes

1. Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
2. Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
3. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
4. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
5. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

## Notes

- Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*