Prepare the retail-lease disclosure statement under the NSW, Victorian or Queensland Act
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Draft the lessor's or lessee's disclosure statement from the lease and matter data, including the outgoings estimate, and list figures that still need a source.
- What the lawyer must review
- Use the current form: Vic Retail Leases Regulations 2023; NSW Small Business Commissioner form
- For Qld, use the form under the Retail Shop Leases Act 1994 and Regulation 2016
- Match figures to the lease and diarise the disclosure period
- Keep signed proof of service
- NSW Retail Leases Amendment (Review) Act 2025, once commenced: document agreed amendments
- Under that Act, note an unreasonable outgoings estimate may cap recovery
- Written for / version
- Australia versionAU
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording and assembling provisional schedules. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.