---
title: "AI prompt template with guardrails: extracting a fund deed's death benefit and nomination provisions"
url: "https://ailawframework.com/precedents/superannuation/ai-deed-death-benefit-summary-prompt"
type: "precedent"
site: "AI Law Framework"
id: "a27-ai-deed-death-benefit-summary-prompt"
area_id: "A27"
kind: "prompt"
ai_level: "yellow"
version: 1
law_stated_as_at: "2026-10-17"
---

# 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.

Canonical page: https://ailawframework.com/precedents/superannuation/ai-deed-death-benefit-summary-prompt  
Law stated as at: 2026-10-17

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

## Key facts

- Kind: AI prompt. A prompt to give an AI tool, with the checks that go with it.
- Practice area: [Superannuation](https://ailawframework.com/precedents/superannuation.md)
- Jurisdictions: Australia
- AI level: Yellow. AI can help in set ways. A lawyer checks specific points before use.
- Law stated as at: 2026-10-17
- Status: Maintained. Checked on 2026-10-17 against the 6 authorities it cites, for Australia.

## 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

## Authorities

- [Superannuation Industry (Supervision) Act 1993 (Cth) s 59(1A)](https://www.legislation.gov.au/C2004A04633/latest/text)
- [Superannuation Industry (Supervision) Act 1993 (Cth) s 10(1) (definition of 'dependant') and s 10A](https://www.legislation.gov.au/C2004A04633/latest/text)
- [Superannuation Industry (Supervision) Regulations 1994 (Cth) reg 6.17A](https://www.legislation.gov.au/F1996B00580/latest/text)
- [Hill v Zuda Pty Ltd 2022 HCA 21](https://www.hcourt.gov.au/cases-and-judgments/cases/decided/case-p482021)
- [Income Tax Assessment Act 1997 (Cth) s 302-195](https://www.legislation.gov.au/C2004A05138/latest/text)
- [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 rr 4.1.3, 9](https://legislation.nsw.gov.au/view/html/inforce/current/sl-2015-0244)

## Full text and drafting notes

The full text and the drafting notes are not part of this public page. Signed-in firm accounts can read them at https://ailawframework.com/precedents/superannuation/ai-deed-death-benefit-summary-prompt and through the signed-in MCP connector https://ailawframework.com/mcp/firm.

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