Build the pre-30-June distribution deadline and deed-condition register
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- Read the deed and each variation in sequence and extract into the register, with clause references, the resolution deadline, the required form of the resolution, the income and capital definitions, the named and class beneficiaries, and the current trustee and appointor.
- What the lawyer must review
- Open each deed and variation and confirm the register reflects the operative clause after every amendment rather than the original, and decide for each proposed beneficiary whether they are within the class as amended.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Read the deed and each variation in sequence and extract into the register, with clause references, the resolution deadline, the required form of the resolution, the income and capital definitions, the named and class beneficiaries, and the current trustee and appointor. |
| Lawyer | Open each deed and variation and confirm the register reflects the operative clause after every amendment rather than the original, and decide for each proposed beneficiary whether they are within the class as amended. |
Checklist
- Confirm the instructions, the jurisdiction and the complete relevant material before starting.
- Open each deed and variation and confirm the register reflects the operative clause after every amendment rather than the original, and decide for each proposed beneficiary whether they are within the class as amended.
- Check the output against the source documents named in it before it is relied on.
Sources
- https://www.ato.gov.au/businesses-and-organisations/trusts/trust-income-losses-and-capital-gains/resolutions-checklist · 2026-09-27
- https://www.ato.gov.au/law/view/document?DocID=TXD/TD201222/NAT/ATO/00001 · 2026-09-27
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.