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Taking Instructions From Family Law Clients Made Easy

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A family law fact finder for separating couples. Essential document for taking client's instructions. A money saver for clients who have already completed the questionnaire before first appointment with their lawyer.

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Taking Instructions From Family Law Clients Made Easy

  1. 1. Formstack This form is not a legal advice. You should seek advice from your lawyer about any of the matters in this form. Family Law - Fact Finder The list below contains the type of documents that we would require either at your initial consultation or soon after: 1) Bank statements and mortgage statements for past three years 2) Credit cards account statements for past three years 3) Tax assessments for past three years 4) Tax returns for past three years 5) Superannuation last statement (for SMSF - 3 most recent financial statements) 6) Business activity statements for past three years if applicable 7) Pay slips for past 12 months 8) Financial resources - e.g. future entitlements to long service leave, future inheritance 9) Trust financial statements for past three years 10) Information about disposal of property in past 12 months 11) Liabilities and contingent liabilities 12) Most recent annual return statement for your company if applicable 13) Copies of any existing court orders, agreements, parenting plans or undertakings 14) Copies of Certificates of Title if applicable 15) Copy of Marriage Certificate if applicable You must make full and frank disclosure of your financial circumstances. Failure to do so is likely to be detrimental to your case. Is there a financial binding agreement in relation to property between you and the other party?* Please choose the areas of law for which you will be seeking advice* Divorce Property settlement Children matters Other: file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (3 of 30) [28/02/2013 8:39:13 AM] 1 Family Law Fact Finder for Australians
  2. 2. Formstack Your Details Your name* First Name Last Name Your gender* Your email address* Your date of birth* Your residential address* City State/Province Zip/Postal Your mailing address if different* City State/Province Zip/Postal Your country of birth* When did you arrive in Australia?* How well do you speak English?* Very well Well Not very well I need an interpreter Your mobile phone number* Your phone number* A number that you would be comfortable to be called on Are you* Presently in Australia? An Australian citizen? Ordinarily residing in Australia? Domiciled in Australia Check All Select all that apply Your Spouse's Details Your spouse includes a marriage or de facto partner (de facto relationship of at least two years) Full name of spouse* First Name Last Name Your spouse's address* City State/Province Zip/Postal file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (4 of 30) [28/02/2013 8:39:13 AM] 2
  3. 3. Formstack Spouse's phone number* Spouse's email address* DOB of Spouse* Is there a court order in relation to a previous marriage or de facto relationship of your spouse?* Applicable if your spouse has been in a previous marriage/de facto relationship Spouse's country of birth* Date of spouse's arrival in Australia* How well does your spouse speak English?* Very well Well Not very well I need an interpreter Is your spouse legally represented?* Name of lawyer acting for your spouse* First Name Last Name Name of lawyer acting for your spouse* City State Postcode Your employment details at the commencement of cohabitation Were you employed at the commencement of cohabitation?* Yes No What was your occupation at the commencement of cohabitation?* Give details of your employment* full time part time permanent casually on contract What was the name of your employer?* What was the address of your employer?* City State/Province Zip/Postal When did you start work with that employer?* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (5 of 30) [28/02/2013 8:39:13 AM] 3
  4. 4. Formstack Were you self employed?* Yes No Name of company/trust/partnership/business* What were your weekly hours of work?* $ What was your weekly income before tax?* $ Provide approximate number if you can't remember Your spouse's employment details at the commencement of cohabitation Was your spouse employed at the commencement of cohabitation?* Yes No What was the name of your spouse's employer?* What was your spouse's occupation?* Give details of your spouse's employment at the commencement of cohabitation* full time part time permanent casually on contract Was your spouse self employed at the commencement of cohabitation?* Yes No What was the name of your spouse's company/trust/partnership/business?* What was your spouse's weekly income before tax?* $ Provide approximate figure if can't remember exactly What were your spouse's weekly hours of work?* $ Your employment history during the relationship Have your employment arrangements changed since the commencement of cohabitation?* Yes No Nature of your work, experience and qualifications:* Are you employed?* Yes No What is your current occupation?* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (6 of 30) [28/02/2013 8:39:13 AM] 4
  5. 5. Formstack Give details of your employment* full time part time permanent casually on contract What is the name of your current employer?* What is the address of your employer?* City State/Province Zip/Postal Since when have you been employed at this place?* Are you self employed?* Name of company/trust/partnership/business* Are you in one of the following categories:* Pensioner or a benefit recipient, or hold a health care card Receiving Legal Aid, Abstudy or Austudy In prison or otherwise legally detained None of the above Your spouse's employment history during the relationship Have your spouse's employment arrangements changed since the commencement of cohabitation?* Yes No Is your spouse employed?* Yes No Spouse's occupation* Give details of your spouse's employment* full time part time permanent casually on contract How many hours does your spouse work per week?* Approximate number of hours if not sure Spouse's current employer* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (7 of 30) [28/02/2013 8:39:13 AM] 5
  6. 6. Formstack Are you aware of any changes likely to occur in relation to your spouse's employment?* Spouses's current employer address* City State/Province Zip/Postal Is your spouse self employed?* Name of your spouse's company/trust/partnership/business* Spouse's current income* $ Weekly income before tax Do any of the following factors limit or prevent your spouse's employment?* Lack of training Age Lack of experience Years out of the workforce Need or desire to be available to the children Other: Details of current spouse or de facto partner Do you currently have a patner?* Yes No Do you live together with your current partner?* Do you plan to live together with your current partner?* When did you start living together with your current partner?* Is there a financial benefit to you arising out of the cohabitation with your current partner?* For example paying a mortgage, car expenses, bills etc. Full Name of current partner* First Name Last Name Address of current partner* City State/Province Zip/Postal DOB of current partner* Is your current partner employed?* Occupation of current partner* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (8 of 30) [28/02/2013 8:39:13 AM] 6
  7. 7. Formstack Income of current partner* $ Weekly income Financial commitments of current partner* Give a short description Current partner employer's address* City State/Province Zip/Postal About the relationship of the parties Your marital status* Married Divorced De facto When did you and the other party begin living together?* If you can't remember the exact date give an approximate date When did you and the other party marry?* Give date if you have married Country of marriage ceremony?* Country of marriage Location of marriage ceremony* City of marriage Location of Marriage Certificate* In my possession In the possession of my spouse I don't know Other: When did you and the other party finally separate?* This is the date when you stopped living as husband and wife. You may have separated but continued to live under the same roof Brief reasons for separation* Did any of you leave home?* I left home My spouse left home Other: Has there been any significant periods of separation that occurred during the relationship/marriage? * Please describe periods of 3 or more months of separation. Do not include periods of separation due to work commitments How many periods of separation lasting more than 3 months?* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (9 of 30) [28/02/2013 8:39:13 AM] 7
  8. 8. Formstack Start of first period of separation * Approximate start date of period of separation End of first periods of separation * Approximate date of period of separation Start of second period of separation * Approximate date of period of separation End of second period of separation * Approximate date of period of separation Start of third period of separation * Approximate date of period of separation End of third period of separation * Approximate date of period of separation When did you and the other party get divorced?* Give date of divorce order if applicable Where did you and the other party get divorced?* Country where you divorced In what city did you get divorced?* City where you divorced About the Children Please include details about all children that are under 18 years of age. Do you or your spouse have any children under 18 together or from a previous relationship?* How many children?* Include all children of either party Child 1* First Name Last Name Child 2* First Name Last Name Date of birth Child 1* Date of birth Child 2* Gender Child 1* Gender Child 2* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (10 of 30) [28/02/2013 8:39:13 AM] 8
  9. 9. Formstack Full name of mother of Child 1?* First Name Last Name Full name of mother Child 2* First Name Last Name Full name of father Child 1* First Name Last Name Full name of father Child 2* First Name Last Name Does Child 1 have any special needs?* Does Child 2 have any special needs?* Describe daily requirements to meet special needs of Child 1* Describe daily requirements to meet special needs of Child 2* State with whom Child 1 lives when not in your care* Mother Father Other: State with whom Child 2 lives when not in your care* Mother Father Other: Days of the week Child 1 lives with you:* Monday Tuesday Wednesday Thursday Friday Saturday Sunday Other: Please tick Days of the week Child 2 lives with you:* Monday Tuesday Wednesday Thursday Friday Saturday Sunday Other: Please tick Child 3* First Name Last Name Child 4* First Name Last Name Date of birth Child 3* Date of birth Child 4* Gender Child 3* Gender Child 4* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (11 of 30) [28/02/2013 8:39:13 AM] 9
  10. 10. Formstack Full name of mother Child 3* First Name Last Name Full name of mother Child 4* First Name Last Name Full name of father Child 3* First Name Last Name Full name of father Child 4* First Name Last Name State with whom Child 3 lives when not in your care* Mother Father Other: State with whom Child 4 lives when not in your care* Mother Father Other: Days of the week Child 3 lives with you:* Monday Tuesday Wednesday Thursday Friday Saturday Sunday Other: Please tick Days of the week Child 4 lives with you:* Monday Tuesday Wednesday Thursday Friday Saturday Sunday Other: Please tick Child 5* First Name Last Name Child 6* First Name Last Name Date of birth Child 5* Date of birth Child 6* Gender Child 5* Gender Child 6* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (12 of 30) [28/02/2013 8:39:13 AM] 10
  11. 11. Formstack Full name of mother Child 5* First Name Last Name Full name of mother Child 6* First Name Last Name Full name of father Child 5* First Name Last Name Full name of father Child 6* First Name Last Name Describe any special needs of Child 5 if any* Describe any special needs of Child 6 if any* State with whom Child 5 lives when not in your care* Mother Father Other: State with whom Child 6 lives when not in your care* Mother Father Other: Days of the week Child 5 lives with you:* Monday Tuesday Wednesday Thursday Friday Saturday Sunday Other: Please tick Days of the week Child 6 lives with you:* Monday Tuesday Wednesday Thursday Friday Saturday Sunday Other: Please tick About other Court cases and orders Are there any ongoing cases in this or any other Court about family law?* Yes No Court name and place* Next Court date* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (13 of 30) [28/02/2013 8:39:13 AM] 11
  12. 12. Formstack State the names of the parties* State the nature of the orders sought* Eg. Property Settlement, Parenting Orders Are there any existing orders, agreements, parenting plans or undertakings to a court about family law, child support, family violence or child welfare concerning any of the parties or children listed on this form?* Yes No Is any party currently bankrupt or currently a debtor in bankruptcy proceedings?* Yes No If the matter goes to Court tick the type of orders that you would be seeking* Share of land Share of cash Chattels (detailed list of all assets) Accommodation Caveat/injunction Prevent dissipation of assets or blow-out of overdraft Spousal maintenance Parenting arrangements Child support/maintenance Costs Other: Your Weekly Income Type "0" if none Total salary or wages before tax* $ Insert a weekly figure for your gross salary or wages from all paid employment Investment income before tax* $ Specify a weekly figure for all interest paid to you by any bank, building society or credit union, any interest paid to you on a mortgage, any dividend on shares or any income from any rental property. Government benefits* $ Specify any payment to you from any government, including any overseas government Income from business/partnership/company/trust* $ Weekly income Maintenance/Child Support* $ Weekly income Is there a formal assessment of child support by Agency?* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (14 of 30) [28/02/2013 8:39:13 AM] 12
  13. 13. Formstack Date of Child Support Agreement* History of child support payments* regular irregular defaulted Benefits from employment/business* $ Other income* $ Type "0" if none Total weekly income* $ Total weekly income is calculated automatically using the figures above Other income earners in your household Name, age and relationship to you and gross weekly income* Expenses paid by others for your benefit Paid by, type of expense and how much* Weekly payment Gifts, lottery wins and inheritance Have you received a gift of money from any of your relatives or friends while living with the other party?* Yes No Total amount of gift* $ From your parents Have you received a gift of money from any of the relatives or friends of the other party while living with the other party?* Yes No Total amount of gift* $ From parents of other party file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (15 of 30) [28/02/2013 8:39:13 AM] 13
  14. 14. Formstack Have you or the other party had any lottery wins?* Yes No Include amounts higher than $2000 Winning amount* $ Include amounts higher than $2000 Have you received an inheritance while living together?* Yes No Inheritance* $ Value Has your spouse received an inheritance while living together?* Yes No Your spouse's inheritance* $ Value Personal Weekly Expenditure Type "0" if none Income tax* $ State all income tax deducted by your employer weekly Superannuation* $ State your weekly contribution to superannuation funds other than contributions made by your employer Home mortgage payments/Rent* $ Weekly payment for the home in which you live Other mortgage payments* $ Specify the weekly mortgage payments made by you on any property other than the home in which you live Home rates, unit levies* $ Specify for the home you live all compulsory rates and taxes, including water and local government charges, and unit levies that you pay Other rates, unit levies* $ Weekly expenses for properties other than your home Life insurance premiums* $ Other insurance premiums* $ This covers all insurance other than life insurance (e.g. health, house, contents, car, workesr compensation, personal accident and professional negligence Motor vehicle registration* $ Insert "0" if none Hire purchase/Lease agreement* $ file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (16 of 30) [28/02/2013 8:39:13 AM] 14
  15. 15. Formstack Loan repayments* $ Weekly repayment amount Maintenance payments/child support* $ Insert "0" if none Other expenditure* $ Total expenditure* $ Minimum credit card repayments* $ Weekly repayments Financial Resources Do you or your spouse has an interest in a trust? * I have an interest in a Trust My spouse has an interest in a Trust Both, my spouse and I have an interest in a Trust Neither of us have an Interest in a Trust For example: Family or Fixed Trust Value of trust interest* $ Who is the Trustee of the Trust?* Who are the beneficiaries of the Trust?* Do you or the other party has an interest in a deceased estate? * I have an interest in a deceased estate My spouse has an interest in a deceased estate We both have interests in deceased estates Neither of us has an interest in a deceased estate Value of deceased estate interest* $ Do you or your spouse have any redundancy or long service leave(LSL) entitlements?* I have My spouse has We both have Neither of us do Value of LSL interest* $ History of property acquisitions file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (17 of 30) [28/02/2013 8:39:13 AM] 15
  16. 16. Formstack Property owned by your spouse at the commencement of cohabitation Include details of all Australian and foreign owned property Did your spouse own any real estate (properties)?* Includes real estate owned solely by your spouse or by your spouse and someone else How many properties did your spouse own?* Address of Property 1 owned by your spouse* City State/Province Zip/Postal Address of Property 2 owned by your spouse* City State/Province Zip/Postal Full names of registered owners of Property 1* Full names of registered owners of Property 2* Purchase price of Property 1?* $ Purchase price of Property 2?* $ What was your spouse's financial contribution to the purchase price of Property 1?* $ For example - initial deposit, stamp duty fees, mortgage payments What was your spouse's financial contribution to the purchase price of Property 2?* $ For example - initial deposit, stamp duty fees, mortgage payments Was there a mortgage on Property 1?* Was there a mortgage on Property 2?* What was the amount of mortgage on Property 1? * $ Include the initial mortgage amount What was the amount of mortgage on Property 2? * $ Include the initial mortgage amount Does your spouse still own Property 1?* Does your spouse still own Property 2?* What is the current market value of Property 1?* $ A formal valuation may be required with details about the value of the property at the commencement of cohabitation, at date of separation and present date What is the current market value of Property 2?* $ A formal valuation may be required with details about the value of the property at the commencement of cohabitation, at date of separation and present date What was the sale price of Property 1?* $ What was the sale price of Property 2?* $ file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (18 of 30) [28/02/2013 8:39:13 AM] 16
  17. 17. Formstack Value of your spouse's investments* $ The total value of all investments excluding real property Value of your spouse's bank accountants* $ Include deposits in all types of financial institutions Value of your spouse's car/s* $ Type "0" if unknown Your spouse's interest in a business* $ Type "0" if unknown Your spouse's household contents* $ Type "0" if unknown Your spouse's superannuation interest* $ Type "0" if unknown Total of property owned by your spouse at the commencement of cohabitation.* $ Type "0" if unknown Your spouse's liabilities at the commencement of cohabitation Did your spouse have any liabilities at the commencement of cohabitation?* Amount of Loans* $ State the total of all loans including money borrowed from parents or friends Your spouse's other personal liabilities* $ Specify any other personal liability such as HECS debt, any outstanding legal fees, or any taxation other than income tax Total of your spouse's liabilities at the commencement of cohabitation* $ Property owned by you at the commencement of cohabitation Include details of all Australian and foreign owned property Did you own any real estate (properties)?* Includes real estate owned solely by you or by you and someone else How many properties did you own?* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (19 of 30) [28/02/2013 8:39:13 AM] 17
  18. 18. Formstack Address of Property 1* City State/Province Zip/Postal Address of Property 2* City State/Province Zip/Postal Full names of registered owners of Property 1* Full names of registered owners of Property 2* Purchase price of Property 1?* $ Purchase price of Property 2?* $ What was your financial contribution to the purchase price of Property 1?* $ For example - initial deposit, stamp duty fees, mortgage payments What was your financial contribution to the purchase price of Property 2?* $ For example - initial deposit, stamp duty fees, mortgage payments Was there a mortgage on Property 1?* Was there a mortgage on Property 2?* What was the amount of mortgage on Property 1? * $ Include the initial mortgage amount What was the amount of mortgage on Property 2? * $ Include the initial mortgage amount Do you still own Property 1?* Do you still own Property 2?* What is the current market value of Property 1?* $ A formal valuation may be required with details about the value of the property at the commencement of cohabitation, at date of separation and present date What is the current market value of Property 2?* $ A formal valuation may be required with details about the value of the property at the commencement of cohabitation, at date of separation and present date What was the sale price of Property 1?* $ What was the sale price of Property 2?* $ Address of Property 3* City State/Province Zip/Postal Address of Property 4* City State/Province Zip/Postal Full names of registered owners of Property 3* Full names of registered owners of Property 4* Purchase price of Property 3?* $ Give an estimate if you can't remember exact figure Purchase price of Property 4?* $ Give an estimate if you can't remember exact figure file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (20 of 30) [28/02/2013 8:39:13 AM] 18
  19. 19. Formstack What was your financial contribution to the purchase price of Property 3?* $ For example - initial deposit, stamp duty fees, mortgage payments What was your financial contribution to the purchase price of Property 4?* $ For example - initial deposit, stamp duty fees, mortgage payments Was there a mortgage on Property 3?* Was there a mortgage on Property 4?* What was the amount of mortgage on Property 3? * $ Include the initial mortgage amount What was the amount of mortgage on Property 4? * $ Include the initial mortgage amount Do you still own Property 3?* Do you still own Property 4?* What is the current market value of Property 3?* $ A formal valuation may be required with details about the value of the property at the commencement of cohabitation, at date of separation and present date What is the current market value of Property 4?* $ A formal valuation may be required with details about the value of the property at the commencement of cohabitation, at date of separation and present date What was the sale price of Property 3?* $ What was the sale price of Property 4?* $ Investments* $ The total value of all investments excluding real property Value of your bank deposits* $ Include deposits in all types of financial institutions Your car value* $ Type zero if none Interest in a business* $ State your best estimate of the gross market value as if the business, partnership or the shares of the proprietary company were to be sold on the open market today. If owned with another person, state the value of your share Household contents* $ State the total second hand value of all household contents in your possession Superannuatin interest* $ Type zero if none Total of property owned by you at the beginning of cohabitation* $ Your liabilities at the commencement of cohabitation Did you have any loans at the commencement of cohabitation?* Amount of Loans* $ State the total of all loans including money borrowed from parents or friends file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (21 of 30) [28/02/2013 8:39:13 AM] 19
  20. 20. Formstack Credit/Charge cards* $ Specify the amount owing by you now Other personal liabilities* $ Specify any other personal liability such as HECS debt, any outstanding legal fees, or any taxation other than income tax Other personal business liabilities* $ Specify any liabilities that you have arising from an interest you have in a business, either as a sole trader or as a partner Total of your liabilities at the commencement of cohabitation* $ Property acquired during the course of cohabitation Include details of all Australian and foreign owned property Did you and/or your spouse acquire any real estate (properties) during the period of cohabitation? * How many properties did you and/or your spouse acquire during the period of cohabitation? * Address of Property 1 acquired during cohabitation* City State/Province Zip/Postal Address of Property 2 acquired during cohabitation* City State/Province Zip/Postal Was Property 1 your matrimonial home?* Was Property 2 your matrimonial home?* What was the date of purchase of Property 1?* Give approximate date if you cant' remember exact date What was the date of purchase of Property 2?* Give approximate date if you cant' remember exact date Who are the registered owners of Property 1* I am the sole registered owner My spouse is the sole registered owner Both, my spouse and I are the registered owners Other: Who are the registered owners of Property 2* I am the sole registered owner My spouse is the sole registered owner Both, my spouse and I are the registered owners Other: Purchase price of Property 1?* $ Provide approximate price if you can't remember exact price Purchase price of Property 2?* $ Provide approximate price if you can't remember exact price Was there a mortgage on property 1?* Was there a mortgage on property 2?* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (22 of 30) [28/02/2013 8:39:13 AM] 20
  21. 21. Formstack What was the amount of mortgage on Property 1?* $ What was the amount of mortgage on Property 2?* $ Do you still own Property 1?* Do you still own Property 2?* What is the current market value of Property 1?* $ A formal valuation may be required with details about the value of the property at the commencement of cohabitation, at date of separation and present date What is the current market value of Property 2?* $ A formal valuation may be required with details about the value of the property at the commencement of cohabitation, at date of separation and present date How much is now owing on Property 1?* $ Provide approximate number if you can't remember exact amount How much is now owing on Property 2?* $ Provide approximate number if you can't remember exact amount What was the sale price of Property 1?* $ What was the sale price of Property 2?* $ What was the date of Sale of Property 1?* Provide approximate date if you can't remember exactly What was the date of Sale of Property 2?* Provide approximate date if you can't remember exactly Address of Property 3 acquired during cohabitation* City State/Province Zip/Postal Address of Property 4 acquired during cohabitation* City State/Province Zip/Postal Was Property 3 your matrimonial home?* Was Property 4 your matrimonial home?* What was the date of purchase of Property 3?* Give approximate date if you cant' remember exact date What was the date of purchase of Property 4?* Give approximate date if you cant' remember exact date Who are the registered owners of Property 3* I am the sole registered owner My spouse is the sole registered owner Both, my spouse and I are the registered owners Who are the registered owners of Property 4* I am the sole registered owner My spouse is the sole registered owner Both, my spouse and I are the registered owners Other: Purchase price of Property 3?* $ Provide approximate price if you can't remember exact price Purchase price of Property 4?* $ Provide approximate price if you can't remember exact price Was there a mortgage on property 3?* Was there a mortgage on property 4?* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (23 of 30) [28/02/2013 8:39:13 AM] 21
  22. 22. Formstack What was the amount of mortgage on Property 3?* $ What was the amount of mortgage on Property 4?* $ Do you still own Property 3?* Do you still own Property 4?* What is the current market value of Property 3?* $ A formal valuation may be required with details about the value of the property at the commencement of cohabitation, at date of separation and present date What is the current market value of Property 4?* $ A formal valuation may be required with details about the value of the property at the commencement of cohabitation, at date of separation and present date How much is now owing on Property 3?* $ Provide approximate number if you can't remember exact amount How much is now owing on Property 4?* $ Provide approximate number if you can't remember exact amount What was the sale price of Property 3?* $ What was the sale price of Property 4?* $ What was the date of sale of Property 3?* Give approximate date if you cant' remember exact date What was the date of sale of Property 4?* Give approximate date if you cant' remember exact date Funds in banks and other financial institutions* $ Insert "0" if none Investments* $ The total value of all investments excluding real property Life insurance policies* $ State the value of all policies of life insurance on your life or owned by you on the life of another Car one value* $ Type zero if none Car two value* $ Type zero if none Do you have an interest in any of the following:* Business Company Sole Trader Partnership Other: Who are the company directors?* Type all directors' names Who are the company shareholders?* Type all shareholders' names file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (24 of 30) [28/02/2013 8:39:13 AM] 22
  23. 23. Formstack Date of incorporation* Interest in a business* $ State your best estimate of the gross market value as if the business, partnership or the shares of the proprietary company were to be sold on the open market today. If owned with another person, state the value of your share Household contents* $ State the total second hand value of all household contents in your possession Award of damages in a personal injury claim* $ Date of Award* Other personal property* $ Identify all other personal property owned by you or in your possession, such as money owed to you, a boat or jewellery. If owned with other person, state the value of your share. Do you have a Self Managed Superannuation Fund(SMSF)?* Who is the Trustee of the SMSF?* Who are the Members of the SMSF?* Superannuatin interest* $ Type zero if none Total of property owned* $ Your Current Liabilities Home mortgage* $ Amount owing Other mortgages* $ Amount owing Total income tax assessed for the current financial year* $ State the total income as assessed and still owing including penalties. Do not include amounts automatically deducted from your income by your employer Total income tax assessed and unpaid in previous financial years* $ State the total income tax assessed and still owing, including penalties, from previous financial years Loans* $ State the total of all loans including money borrowed from parents or friends Credit/Charge cards* $ Specify the amount owing by you now file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (25 of 30) [28/02/2013 8:39:13 AM] 23
  24. 24. Formstack Hire purchase/lease* $ Specify the amount required to pay this debt in full immediately - payout figure Other personal liabilities* $ Specify any other personal liability such as HECS debt, any outstanding legal fees, or any taxation other than income tax Other personal business liabilities* $ Specify any liabilities that you have arising from an interest you have in a business, either as a sole trader or as a partner Have you disposed of any assets in the 12 months before separation?* $ Please, indicate what amount you have received if any Total of your liabilities* $ Contributions during the relationship and marriage Financial Contributions made by me (s 79(4)(a) or s 90SM(4)(a) as applicable) Did you contribute the property and assets that you owned at the commencement of cohabitation to the relationship?* Did you apply the income that you earned during the relationship to the benefit of your family during the times when you lived together? * Did you make a direct financial contribution to the conservation of property?* Examples would be payment of the cost of ordinary repairs and maintenance to a matrimonial home, such as roofing, guttering, plumbing, electrical repairs, garden maintenance etc. Did you make a direct financial contribution to improvement of property?* For example building a family room at the back of the matrimonial home, constructing a garage, or adding a second story. An act of improvement results in an increase of the value or utility of the property. Has a member of your family provided free or subsidised accommodation?* For example parents, grandparents or other relatives providing rent free accommodation Have you provided the free use of property which resulted in savings?* Have you made a gift to your spouse which has enabled your spouse to acquire an asset or discharge a debt?* Were there any agreements between the parties about the use of their money? * file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (26 of 30) [28/02/2013 8:39:13 AM] 24
  25. 25. Formstack Did you and your spouse maintain any of the listed accounts during the relationship?* Joint Account/s My own account/s Spouse's own account/s Check All Other: Has any of your family members provided free child minding on a regular basis? * Financial contributions made by my spouse (s 79(4)(a) or s 90SM(4)(a) as applicable) Did your spouse contribute the property and assets that your spouse owned at the commencement of cohabitation to the relationship?* Did your spouse apply the income that your spouse earned during the relationship to the benefit of your family during the times when you lived together? * Did your spouse make a direct financial contribution to the conservation of property?* Examples would be payment of the cost of ordinary repairs and maintenance to a matrimonial home, such as roofing, guttering, plumbing, electrical repairs, garden maintenance etc. Did your spouse make a direct financial contribution to improvement of property?* For example building a family room at the back of the matrimonial home, constructing a garage, or adding a second story. An act of improvement results in an increase of the value or utility of the property. Has a member of your spouse's family provided free or subsidised accommodation?* For example parents, grandparents or other relatives providing rent free accommodation Has your spouse provided the free use of property which resulted in savings?* Has any of your spouse's family members provided free child minding on a regular basis? * Non-financial contributions made by me (s 79(4)(b) or s 90SM(4)(b) as applicable) Have you made any non-financial contributions to the preservation, improvement and preservation of the property of my spouse and myself?* Include details of any personal work carried out to improve property, for example renovations, building construction file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (27 of 30) [28/02/2013 8:39:13 AM] 25
  26. 26. Formstack Non-financial contributions made by my spouse (s 79(4)(b) or s 90SM(4)(b) as applicable) Has your spouse made any non-financial contributions to the preservation, improvement and preservation of the property of my spouse and myself?* Include details of any personal work carried out to improve property, for example renovations, building construction Conduct of the Parties during the relationship Is there a current Violence Restraining Order for:* Your protection The protection of your spouse Neither of the above Other: Have you experienced any domestic violence during the relationship?* Contributions made by me to the welfare of the family (s 79(4)(c) or s 90SM(4)(c) as applicable) Provide particulars of the chores that you performed which were associated with the daily care of the children* Select the household chores that mainly you were responsible for* Cooking Ironing Cleaning Shopping Other: Your health Are you in good health?* Is your illness or injury long term?* Please give details of your medical condition/s* Does your bad health or illness affect your ability to earn an income?* file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (28 of 30) [28/02/2013 8:39:13 AM] 26
  27. 27. Formstack Does your illness or injury affect your ability to care for your children?* Has your ill-health or injury been caused by or contributed to by your spouse?* For example through domestic violence Is your ill-health or injury likely to affect your life expectancy?* Your spouse's health Is your spouse in good health?* Is your spouse's illness or injury long term?* Please give details of your spouse's medical condition/s* Does your spouse's bad health or illness affect your spouse's ability to earn an income?* Does your spouse's illness or injury affect your spouse's ability to care for the children?* Has your spouse's ill-health or injury been caused by or contributed to by you? * For example through domestic violence Is your spouse's ill-health or injury likely to affect your spouse's life expectancy?* For online example of this form click here. file:///C|/Documents%20and%20Settings/Angi/Desktop/Formstackv3.htm (29 of 30) [28/02/2013 8:39:13 AM] 27 Quality Management for Legal Practices

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