---
title: "Letter to a superannuation fund trustee requesting information and documents (Corporations Act s 1017C)"
url: "https://ailawframework.com/precedents/superannuation/information-request-to-super-fund-trustee-s1017c"
type: "precedent"
site: "AI Law Framework"
id: "a27-information-request-to-super-fund-trustee-s1017c"
area_id: "A27"
kind: "letter"
ai_level: "green"
version: 1
task_ids: ["A27-T1-R4"]
law_stated_as_at: "2026-10-18"
---

# 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,…

Canonical page: https://ailawframework.com/precedents/superannuation/information-request-to-super-fund-trustee-s1017c  
Law stated as at: 2026-10-18

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

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).

## Key facts

- Kind: Letter. A letter or email you adapt and send.
- Practice area: [Superannuation](https://ailawframework.com/precedents/superannuation.md)
- Jurisdictions: Australia
- AI level: Green. AI can do most of the drafting. A lawyer still reviews the result.
- Law stated as at: 2026-10-18
- Status: Maintained. Checked on 2026-10-18 against the 3 authorities it cites, for Australia.

## 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.

## Used for these tasks

- [Build a death-benefit claim file from the trustee papers](https://ailawframework.com/practice/superannuation.md#A27-T1-R4)

## 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

## Authorities

- [Corporations Act 2001 (Cth) s 1017C(2) (information a concerned person reasonably requires, including to understand benefit entitlements)](https://www.austlii.edu.au/cgi-bin/viewdb/au/legis/cth/consol_act/ca2001172/s1017c.html)
- [Corporations Act 2001 (Cth) s 1017C(3AA), (5), (6) (financial and sustainability reports; prescribed documents on written request; SMSF exception)](https://www.austlii.edu.au/cgi-bin/viewdb/au/legis/cth/consol_act/ca2001172/s1017c.html)
- [Corporations Act 2001 (Cth) s 1017C(4), (8), (9) (exceptions; respond as soon as practicable and make reasonable efforts within 1 month; meaning of concerned person)](https://www.austlii.edu.au/cgi-bin/viewdb/au/legis/cth/consol_act/ca2001172/s1017c.html)

## 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/superannuation/information-request-to-super-fund-trustee-s1017c 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.*