---
title: "ACCC merger notification screening worksheet"
url: "https://ailawframework.com/precedents/mergers-and-acquisitions-private-equity/merger-notification-screening-worksheet"
type: "precedent"
site: "AI Law Framework"
id: "a2-merger-notification-screening-worksheet"
area_id: "A2"
kind: "checklist"
ai_level: "yellow"
version: 1
task_ids: ["A2-T1-R2", "A2-P20260916-1"]
law_stated_as_at: "2026-10-22"
---

# ACCC merger notification screening worksheet

> A worksheet to screen a share or asset acquisition against the ACCC notification thresholds, the control and Chapter 6 exemptions, and the rule that a notifiable acquisition must not proceed before approval or a waiver.

Canonical page: https://ailawframework.com/precedents/mergers-and-acquisitions-private-equity/merger-notification-screening-worksheet  
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: [Mergers & Acquisitions / Private Equity](https://ailawframework.com/precedents/mergers-and-acquisitions-private-equity.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 2 authorities it cites, for Australia.

## When to use it

Use at the start of a deal, and again before signing and before completion, for any acquisition of shares or assets connected with Australia. It is a screen, not the notification itself.

## Used for these tasks

- [Screen the deal against the current merger-notification thresholds](https://ailawframework.com/practice/mergers-and-acquisitions-private-equity/screen-the-deal-against-the-current-merger-notification-thresholds.md)
- [Prepare the information request for merger notification screening](https://ailawframework.com/practice/mergers-and-acquisitions-private-equity/prepare-the-information-request-for-merger-notification-screening.md)

## How AI may be used

AI may fill the revenue and transaction-value rows from the client's figures and the data room, and list which threshold or exemption might apply; the lawyer decides whether notification is required.

**AI may:**

- Enter the Australian revenue and global transaction value the client has supplied, and show the arithmetic against each threshold
- List prior acquisitions in the last 3 years that the client says involve the same or substitutable goods or services
- Extract conditions and the approval or waiver status from any ACCC correspondence already on the file

**AI must not:**

- Must not decide that an exemption applies, or that the target is not carrying on business in Australia
- Must not lodge a notification or a waiver request
- Must not treat a waiver application as permission to complete

**The lawyer checks:**

- Each revenue figure is the figure the Competition and Consumer Act and the threshold instrument require, not a management EBITDA
- The control exemption and the Chapter 6 voting-power exemption are tested against the primary law, including the 16 September 2026 changes
- Creeping-acquisition additions exclude the categories the ACCC lists, and asset and voting-power rules that commenced on 1 April 2026 are applied
- If notification is required, completion is conditional on approval or a waiver, and the parties do not proceed before that

## Authorities

- [ACCC, Mergers and acquisitions (mandatory notification from 1 January 2026; wait for approval; changes on 16 September 2026; most decisions expected in 15 to 20 business days)](https://www.accc.gov.au/business/mergers-and-acquisitions)
- [ACCC, Thresholds for notifying acquisitions (monetary thresholds, creeping acquisitions, asset thresholds, exemptions, and voting-power rules)](https://www.accc.gov.au/business/mergers-and-acquisitions/thresholds-for-notifying-acquisitions)

## 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/mergers-and-acquisitions-private-equity/merger-notification-screening-worksheet 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.*