AI prompt · Superannuation
AI prompt template with guardrails: extracting a fund deed's death benefit and nomination provisions
Prompt template, pre-run checklist and verification protocol for using AI to extract a superannuation fund deed's amendment, nomination and death benefit clauses with exact quotations and no legal conclusions.
- Kind
- AI prompt. A prompt to give an AI tool, with the checks that go with it.
- Where it applies
- Australia
- AI use
- Yellow AI can help in set ways. A lawyer checks specific points before use.
- Law stated as at
- 17 October 2026
- Status
- Maintained. Checked against the cited sources on 17 October 2026.
- Version
- 1
- Source
- Written for this library
When to use it
Use when reviewing a fund's governing rules for a death benefit dispute, a nomination check or a deed update. Do not use to decide validity or dependant status, and do not use with a tool the firm has not approved for client documents.
How AI may be used
AI-specific: AI extracts and organises deed provisions with exact quotations under strict rules. The lawyer verifies every quotation and the document chain and makes all legal judgments.
AI may
- Extract and quote amendment, nomination and death benefit clauses with clause and page references
- Build the document chain table from the deeds provided
- List conflicts, apparent execution defects and missing pages for the lawyer
AI must not
- Must not state whether a nomination or variation is valid or who should receive the benefit
- Must not fill gaps from general knowledge or typical deed wording
- Must not be used with a tool that trains on inputs or stores client documents outside approved locations
The lawyer checks
- Every quotation against the source page
- The validity of each variation in the document chain
- Every item marked NOT FOUND, by manual search
- Dependant status and the application of s 59(1A), reg 6.17A or the deed
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
Read the full text
The full text is for signed-in accounts. It is free. When you sign in you can:
- read the whole precedent, with its drafting notes beside it;
- copy it, or download it as a Word file or Markdown;
- add it to your firm’s knowledge base, so colleagues can find it;
- let the AI tools you connect read it from that knowledge base.
The summary, the law it rests on and the AI-use guidance above stay public. Privacy.
More in Superannuation
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- AFCA superannuation complaint (including death benefit and TPD decisions)
- SMSF trust deed variation deed
- SMSF investment strategy (including insurance consideration)
- Total and permanent disablement claim submission letter to trustee and insurer
- Review checklist for AI-generated member communications and chatbots (superannuation trustees)
All precedents for Superannuation · Tasks and AI use in this area