Build a contribution-cap and excess-contribution table from ATO data
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- List concessional and non-concessional contributions against current caps, flag excesses and s 291-20 ITAA 1997 carry-forward, and draft an explanatory letter.
- What the lawyer must review
- Check caps on the ATO site: from 1 July 2026 concessional $32,500, non-concessional $130,000
- Check the bring-forward limit ($390,000 from 1 July 2026)
- Confirm TSB from the ATO portal at the right 30 June ($2M NCC cut-off in 2025-26)
- Check for excess notices
- Verify every figure
- 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 preparing preliminary structure or wording and identifying points for review. 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.
- Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
- 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.