---
title: "Compare a self-managed retirement-fund deed to a current-law checklist"
url: "https://ailawframework.com/practice/superannuation/compare-a-self-managed-retirement-fund-deed-to-a-current-law-checklist"
type: "task"
site: "AI Law Framework"
id: "A27-T1-R2"
practice_area: "Superannuation"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Compare a self-managed retirement-fund deed to a current-law checklist

> Compare the deed to the checklist the lawyer supplies and list missing or outdated clauses with clause references.

Canonical page: https://ailawframework.com/practice/superannuation/compare-a-self-managed-retirement-fund-deed-to-a-current-law-checklist  
Last reviewed: 2026-10-22

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

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Superannuation](https://ailawframework.com/practice/superannuation.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | Compare the deed to the checklist the lawyer supplies and list missing or outdated clauses with clause references. |
| What the lawyer must review | Read every proposed amendment against the current statute and the fund's actual assets Do not execute a generated clause |
| Written for / versions | 1 jurisdiction versions below |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: Potential support includes preparing preliminary structure or wording and identifying points for review. Confirm the tool’s capability and permitted scope.
- 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.

## Checks the lawyer makes

1. Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
2. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
3. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
4. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

## Notes

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

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [ERISA plan instrument checklist](https://ailawframework.com/precedents/superannuation/us-plan-instrument-checklist.md) | Checklist | Yellow | Checklist of what 29 U.S.C. § 1102 says a written employee benefit plan instrument must contain. It reviews a document. It does not write the plan. |
| [ERISA summary plan description statute checklist](https://ailawframework.com/precedents/superannuation/us-spd-statute-review.md) | Checklist | Yellow | Checklist of the summary plan description contents in 29 U.S.C. § 1022. It compares a booklet with the statute. It is not the booklet furnished to participants. |
| [Plan instrument and booklet comparison](https://ailawframework.com/precedents/superannuation/us-spd-comparison.md) | Checklist | Yellow | A side-by-side review of an ERISA plan instrument and its summary plan description. The booklet has to track the instrument. This list does not calculate a benefit. |

Signed-in accounts can read the full text of each one.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/superannuation/compare-a-self-managed-retirement-fund-deed-to-a-current-law-checklist/united-states.md) | Yellow |

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