Prepare the superannuation-splitting steps list, flagging and valuation requests
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- From the member statements and instructions, list fund type, splitting steps, forms and trustee information still required. Do not calculate a defined-benefit value.
- What the lawyer must review
- Note December 2024 removed separation declarations for splits by agreement above the low-rate cap
- Apply the Family Law (Superannuation) Regulations 2025 (from 1 April 2025)
- Use the Family Law (Superannuation) (Methods and Factors for Valuing Particular Superannuation Interests) Approval 2025
- Check revised defined-benefit and income-stream values (about 4% higher: CPI-indexed lifetime pension, male 65)
- Confirm fund type, prescribed form, current factor and the trustee's timing
- Get trustee s 90MT information or an actuary's certificate
- Written for / version
- Commonwealth versionCth
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 | 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 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.
- 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.