Form · Superannuation
Binding death benefit nomination (SMSF and APRA-regulated fund variants)
Original binding death benefit nomination with SMSF and APRA-fund variants, witness declaration, trustee acknowledgement and validity checklist, so the benefit goes where the member intends.
- Kind
- Form. A form to complete, or a guide to completing an official one.
- 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 a member wants to bind the trustee about who receives their super on death. For an APRA-regulated fund, use the fund's own form where it requires one and use this precedent as the checklist. Not for reversionary pensions or non-lapsing nominations unless the deed allows them.
How AI may be used
AI may prepare a first draft and checklist from the deed and the member's instructions. Validity turns on the specific deed, the facts of dependency and correct execution, which the lawyer must confirm.
AI may
- Draft the nomination from the deed clause and the member's written instructions
- Extract the deed's nomination formalities into the Part D checklist with clause references
- Check that shares total 100% and that names and dates of birth match the identity documents
AI must not
- Must not decide whether a nominee is a dependant or in an interdependency relationship
- Must not confirm that the nomination is valid or supervise its execution
- Must not receive the member's family, health or estate details in a tool whose terms allow training on inputs
The lawyer checks
- The deed version in force and its nomination clause, read in full
- Witness eligibility and that both witnesses were present when the member signed
- Dependant status of each nominee and the tax consequences
- Consistency with the will and any reversionary pension
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
Official form
Open the official form. Always use the current version from the issuer.
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
- 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)
- AI prompt template with guardrails: extracting a fund deed's death benefit and nomination provisions
All precedents for Superannuation · Tasks and AI use in this area