---
title: "Prepare the superannuation-splitting steps list, flagging and valuation requests"
url: "https://ailawframework.com/practice/family-law/prepare-the-retirement-benefit-or-superannuation-splitting-steps-list/commonwealth"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A16-T1-R6-CTH"
practice_area: "Family Law"
tier: "red"
lawyer_review: "required"
jurisdictions: ["CTH"]
last_reviewed: "2026-09-23"
---

# Prepare the superannuation-splitting steps list, flagging and valuation requests

> From the member statements and instructions, list fund type, splitting steps, forms and trustee information still required. Do not calculate a defined-benefit value.

Canonical page: https://ailawframework.com/practice/family-law/prepare-the-retirement-benefit-or-superannuation-splitting-steps-list/commonwealth  
Last reviewed: 2026-09-23

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

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Family Law](https://ailawframework.com/practice/family-law.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| 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 | Commonwealth |
| Applies to | [Prepare the retirement-benefit or superannuation-splitting steps list](https://ailawframework.com/practice/family-law/prepare-the-retirement-benefit-or-superannuation-splitting-steps-list.md) |

## Checking plan

**Lawyer-led judgement**

The lawyer makes the substantive assessment. Any permitted AI assistance remains supporting work with its own checks.

- What the AI does: Organise information requests and procedural steps; use appropriate source evidence for valuation.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.
- Why: The plan reflects the described work and review requirements. Policy colours are not used to determine permission or checking.
- Restriction: The lawyer makes the substantive assessment. Any permitted AI assistance remains supporting work with its own checks.

## Checks the lawyer makes

1. Confirm the fund and type of interest from current documents.
2. Obtain the relevant trustee information and specialist valuation where needed.
3. Verify the current valuation method, forms and operative requirements.
4. Check the proposed split or flag against the instructions and trustee response.
5. Do not treat an AI-generated valuation as the valuation evidence.

## Notes

- Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.

## Sources

- [Federal Circuit and Family Court of Australia — AI practice direction](https://www.fcfcoa.gov.au/pd/pd-ai) (checked 2026-09-16)

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