Prepare the retirement-benefit or superannuation-splitting steps list
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- From the member statements and instructions, list fund type, splitting steps, forms and valuation information still required. Do not calculate a defined-benefit value.
- What the lawyer must review
- Check the current splitting methodology and forms; they change
- Obtain trustee information or an actuary's certificate
- Do not rely on a generated valuation
- Written for / version
- Cth
Open a jurisdiction version of this task to see which instruments apply.
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Potential support includes assembling provisional schedules. Confirm the tool’s capability and permitted scope. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Check the specialist’s assumptions, qualifications and limits. Obtain the relevant expert or specialist review before relying on a technical conclusion.
- 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.