Whilst the preferred method of submission is filling in the form below and pressing submit, if you wish to print the form and fill in by hand please click here to download a PDF. Once filled in, you can either fax of email the form back using the details provided.

Statement of assets and liabilities

Your details

Your name:

Telephone number:

Email address:

Assets:

Your weekly income before tax

Child support:

Are you paying child support?
YES NO
Amount paid
Are you receiving child support?
YES NO
Amount receiving

Real estate

Property Address:

Name of registered owner:

Value:

+ Add Row

Vehicles

Model:

Registration:

Name of registered owner:

Value:

+ Add Row

Bank accounts

Bank name:

Account number:

Account Name:

Account balance:

+ Add Row

Interest in a company

Shares

Name of company

Number of shares:

Value of shares:

+ Add Row

Funiture (if of significant value, not being replacement value):

+ Add Row

Any other assets?

+ Add Row

Liabilities

Home mortgage: name of lender

Whose name is mortgage registered in:

Balance:

Any other mortgage?

Whose name is mortgage registered in:

Balance:

+ Add Row

Any other loans?

Whose name is loan registered in:

Balance:

+ Add Row

Credit cards

Credit Cards:

Whose name:

Account blance:

+ Add Row

Car Loans

Car Loans:

Whose name:

Amount Owing:

+ Add Row

Tax Debts

Tax Debts:

Financial year ending:

Amount Owing:

+ Add Row

Other liabilities

How much is owed?

Who is it owed to?

+ Add Row

Superannuation

Name of superannuation fund

Current balance?

+ Add Row

Other Information

Assets you owned before or at start of relationship?

Value

+ Add Row

Any property or assets bought or sold since separation?

Item:

Value:

+ Add Row

Inheritances, money or assets received during relationship?

Value:

+ Add Row

Redundancies or severance payments received during relationship?

Value:

+ Add Row

Do you have a Family Trust?

YES NO

Any other information about Assets or liabilities that you think is relevant?

IMPORTANT DOCUMENTS TO PROVIDE:
Please email to me or attend intake with the following:
  • Personal tax returns for last 3 years;
  • Company tax returns for last 3 years;
  • Current/most recent superannuation statement;
  • Bank and credit card statements for past 12 months;
  • Do you receive any distributions from a trust? (if so please provide documentation)