Family Law - Pre-fill Matter Details

CLIENT INFORMATION

Matter Number

First Name *

Middle Name/s

Last Name (including Maiden name if applicable) *

Date of Birth *

Email Address *

Residential Address (no PO Boxes please) *

Postal Address (if different to above)

Mobile Phone Number *

OTHER Phone Number

Home Phone Number

Current Occupation (Job role)

Employer

Annual Income - Gross (before tax) PLEASE EXCLUDE SUPER *

Do you have a health care concession card *

YesNo

Are you an Australian Citizen *

YesNo

Date moved to Australia *

Country of Birth *

Do you Identify as Aboriginal or Torres Strait Islander

AboriginalTorres Strait IslanderI'd rather not sayNo

OTHER PARTY DETAILS

First Name *

Middle Name/s

Last Name (including Maiden name if applicable) *

Date of Birth *

Email Address

Residential Address (no PO Boxes please) *

Postal Address (if different to above)

Mobile Phone Number *

OTHER Phone Number

Home Phone Number

Current Occupation (Job role)

Employer

Annual Income - Gross (before tax) PLEASE EXCLUDE SUPER *

Do they have a health care concession card *

YesNo

Are they an Australian Citizen *

YesNo

Date moved to Australia *

Country of Birth *

Do they Identify as Aboriginal or Torres Strait Islander

AboriginalTorres Strait IslanderI'd rather not sayNo

RELATIONSHIP WITH OTHER PARTY

Date of Cohabitation (when did you begin living together) *

Are you married *

YesNo

Are you divorced *

YesNo

Date of marriage *

Date of divorce *

Town and country of wedding *

Date of separation

Were you separated but living under one roof OR have you lived apart since separation

Lived under same roofLived apart

Please specify what are the dates to and from that you lived under the same roof as separated

CHILDREN

Are there any children from this relationship *

YesNo

Child #1 (under 18)

Child #2 (under 18)

Full Name *

Date of Birth *

Age (in years) *

Gender

School and grade / day care and number of days *

Do they have their own bedroom or share

Does this child have any health issues

YesNo

Does this child have any health issues

YesNo

Please specify

Child #3 (under 18)

Child #4 (under 18)

Full Name *

Date of Birth *

Age (in years) *

Gender

School and grade / day care and number of days *

Do they have their own bedroom or share

Does this child have any health issues

YesNo

Does this child have any health issues

YesNo

Please specify

Child #5 (under 18)

Full Name *

Date of Birth *

Age (in years) *

Gender

School and grade / day care and number of days *

Do they have their own bedroom or share

Does this child have any health issues

YesNo

Please specify

Are there any other occupants living in either household

YesNo

Full Name

Age

Gender

Other occupant details if more than one in the household

Do you pay or receive child support

Yes - PayYes - ReceiveNo

Amount paid

Amount received

Per

WeekFortnightMonth

RISK FACTORS

Has there been any abuse/risk of abuse

YesNo

Has the abuse been reported to an external authority such as the police or child protection services

Does either party suffer from Mental Illness

YesNo

Who suffers the Mental Illness *

Please advise what Mental Illness *

Does either party abuse Drugs or alcohol

YesNo

Please specify which party and what Drug/Alcohol and frequency

Does either party have Parental incapacity

YesNo

Please specify which party and the parental incapacity

Do you have any other concerns

YesNo

Please list other concerns you have

CARE ARRANGEMENTS

What would be the overall outcome you desire for the care arrangements of the child/ren?

ASSETS AND LIABILITIES

Do you want advice on property *

YesNo

Do you have a personal loan, credit card, furniture loan *

YesNo

Please list below the type of loan, name it is in, who lending is with and current balance

Do you have Real Estate? *

YesNo

Address

Name of Owner

Approximate value

Who is your Mortgage with (if you don't have one place N/A)

What is the outstanding mortgage amount

Do you have a motor vehicle *

YesNo

Name it is registered in

Registration number

Year, make and model of vehicle

Red book valuation on vehicle - Approx value

Is there a loan on the vehicle *

YesNo

Who is the loan with and what is the amount owing (rounded to the nearest dollar)

How many Superannuation funds do you have *

12

Who is your Superannuation fund

What is the value of your Superannuation fund

Who is your second Superannuation fund?

What is the value of your second Superannuation fund

Do you have HECs/Help Debt *

YesNo

What is the approx value of the HECs/Help

How many Superannuation funds does the Other Party have *

12Not Sure

Who is their Superannuation fund?

What is the value of their Superannuation fund? (or Approx)

Who is their second Superannuation fund?

What is the value of their second Superannuation fund (or approx)

Does the other party have HECs/Help Debt *

YesNoNot Sure

What is the other party's approx value of the HECs/Help

Do you have Companies, Trusts or Businesses held with other parties *

YesNo

Please list any Companies, Trusts or Businesses and their assets and liabilities if known

Do you have any other assets (furniture, boat, caravan, motorbike, shares, jewellery) *

YesNo

Please list each item, the owner/registered names and the approximate value

Please list any other debts at all and their approximate balance (such as debts to family members, tax debts etc)

Are there any pending lump sum payments for either of you

YesNoUnsure

How much and what for? Who is receiving it?

What would be the desired outcome from a property settlement

FACTORS FOR SOLICITOR CONSIDERATION

Do either of you have access to any other financial resources (consider partnership or trust distributions, leave entitlements, reportable fringe benefits etc) *

YesNoUnsure

Please specify

Have either of you ever received a lump sum payment? (consider gift, inheritance, personal injury claim, redundancy, ACIRT etc) *

YesNoUnsure

Please list what it was, who received it, how much and when

Any property bought or sold after separation

YesNoUnsure

SOLD: Please list What, by Who, How much for

BOUGHT: Please list What, by Who, How much for

What Assets and Liabilities did you enter the relationship with

What Assets and Liabilities did the other party enter the relationship with? If unknown please enter Not Sure

Who is paying the joint debts following separation

Was there any wastage of funds by either party (eg, drugs, gambling)

YesNo

Who wasted the funds and what on

Are you paying or receiving spousal maintenance (Please note that this is separate to Child Support)

Yes - payingYes - receivingNo

Yes - Paying, please let us know how much per week

Yes - Receiving, please let us know how much per week

OTHER

Any previous Children Orders or Parenting plans *

YesNo

Any binding financial agreements or prenuptial agreements *

YesNo

Any Domestic Violence Orders *

YesNo

Do you have a current Will and Enduring Power of Attorney (EPA) *

YesNo

Please let us know what you have and what firm - has this been updated

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