Letter · Superannuation
Letter to a superannuation fund trustee requesting information and documents (Corporations Act s 1017C)
A request to a superannuation fund trustee for the information a member or beneficiary reasonably needs to understand their benefit entitlements, plus copies of the trust deed, insurance policy and claim documents, with the one-month response expectation in s 1017C(8).
- Kind
- Letter. A letter or email you adapt and send.
- Where it applies
- Australia
- AI use
- Green AI can do most of the drafting. A lawyer still reviews the result.
- Law stated as at
- 18 October 2026
- Status
- Maintained. Checked on 18 October 2026 against the 3 authorities it cites, for Australia.
- Version
- 1
- Source
- Written for this library
When to use it
Use when acting for a member, former member (within 12 months) or beneficiary of an APRA-regulated fund who needs the deed, policy, account history or claim file, for example before a TPD or death benefit claim or an AFCA complaint. For an SMSF, the prescribed-document right in s 1017C(5) does not apply; ask the trustee directly.
How AI may be used
AI may complete this approved letter from the client's details and the fund's name and contact details; the request list is settled once at setup, and the lawyer checks only the client and fund particulars and the authority before sending.
AI may
- Insert the client, member number, fund and trustee details from the file
- Tick the standard document requests that fit the matter type (TPD, death benefit, account dispute)
- Diarise the one-month follow-up date and draft the follow-up letter
AI must not
- Must not add allegations about the trustee's conduct or the merits of a claim
- Must not send the request without the client's signed authority
- Must not state that the client is a concerned person if they are not a member, recent former member or beneficiary
The lawyer checks
- Client is a concerned person (member, former member within 12 months, or beneficiary), or the letter relies on another basis
- Client authority signed and enclosed, with identification if the fund requires it
- Correct trustee entity and fund ABN or USI used
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
Read the full text
The full text is for signed-in accounts. It is free. When you sign in you can:
- read the whole precedent, with its drafting notes beside it;
- copy it, or download it as a Word file or Markdown;
- add it to your firm’s knowledge base, so colleagues can find it;
- let the AI tools you connect read it from that knowledge base.
The summary, the law it rests on and the AI-use guidance above stay public. Privacy.
More in Superannuation
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- SMSF trustee minutes and member request: commencing an account-based pension
- AFCA superannuation complaint (including death benefit and TPD decisions)
- Reversionary pension nomination and trustee acceptance (SMSF account-based pension)
- SMSF trust deed variation deed
- SMSF investment strategy (including insurance consideration)
- SMSF trustee minutes and member request: partial or full commutation of a pension to a lump sum
- Total and permanent disablement claim submission letter to trustee and insurer
- Review checklist for AI-generated member communications and chatbots (superannuation trustees)
- AI prompt template with guardrails: extracting a fund deed's death benefit and nomination provisions
All precedents for Superannuation · Tasks and AI use in this area