Compare two super fund deeds for an APRA successor-fund transfer
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Compare benefits, insurance, fees and member rights clause by clause against APRA successor-fund-transfer guidance, and outline a first-draft member communication.
- What the lawyer must review
- Confirm the current APRA guidance (SPG 227 may be revised)
- Test equivalent rights against actual benefits
- Check Div 310 ITAA 1997 merger relief
- Check s 1017B Corporations Act notices and ASIC instruments
- Flag CPS 230 (from 1 July 2025) continuity duties
- 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 | Potential support includes preparing preliminary structure or wording and identifying points for review. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- 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.