---
title: "AER retailer authorisation screen before an application"
url: "https://ailawframework.com/precedents/energy-resources-and-mining/aer-retailer-authorisation-screen"
type: "precedent"
site: "AI Law Framework"
id: "a13-aer-retailer-authorisation-screen"
area_id: "A13"
kind: "checklist"
ai_level: "yellow"
version: 1
task_ids: ["A13-X20260927-6"]
law_stated_as_at: "2026-10-22"
---

# AER retailer authorisation screen before an application

> The three entry criteria and the pre-application steps on the Australian Energy Regulator retailer authorisations page, including when an exemption may be the right path.

Canonical page: https://ailawframework.com/precedents/energy-resources-and-mining/aer-retailer-authorisation-screen  
Law stated as at: 2026-10-22

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

## Key facts

- Kind: Checklist. Steps or checks to work through and tick off.
- Practice area: [Energy, Resources & Mining](https://ailawframework.com/precedents/energy-resources-and-mining.md)
- Jurisdictions: Australia
- AI level: Yellow. You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at: 2026-10-22
- Status: Maintained. Checked on 2026-10-22 against the authority it cites, for Australia.

## When to use it

Use before a person or business applies to sell energy to customers, or asks whether an authorisation is required. It does not complete the application or the declarations.

## Used for these tasks

- [Prepare the energy retail authorisation or licence application](https://ailawframework.com/practice/energy-resources-and-mining/prepare-the-energy-retail-authorisation-or-licence-application.md)

## How AI may be used

AI may assemble the documents the page names and mark which of the three criteria each document goes to; the lawyer decides whether to apply or to seek an exemption.

**AI may:**

- List policies, financial information and suitability material already on the file under the three criteria
- Record whether the Retailer Authorisation Guideline and the additional-information document have been read
- Note the email address the page gives for lodging the application with the checklist

**AI must not:**

- Must not complete the declaration templates
- Must not decide that an exemption applies
- Must not send the application

**The lawyer checks:**

- The activity is a retail sale of energy that requires an authorisation, or an exemption path under the Retail Exempt Selling Guideline has been read
- The application addresses organisational and technical capacity, financial resources, and suitability
- The checklist confirming that the application contains the information in the Guideline is included, because the page says feedback is given only then
- The public register is searched so an existing authorisation is not overlooked

## Authorities

- [Australian Energy Regulator, Retailer authorisations: the three entry criteria, what to do before applying, the checklist and declarations, and the exempt-selling guideline](https://www.aer.gov.au/industry/retail/authorisations)

## Full text and drafting notes

The full text and the drafting notes are not part of this public page. Signed-in firm accounts can read them at https://ailawframework.com/precedents/energy-resources-and-mining/aer-retailer-authorisation-screen and through the signed-in MCP connector https://ailawframework.com/mcp/firm.

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