Handy Hints (1) – Providing Relevant Disclosure

22 August 2022

By OSD

OSD Presents…Handy Hints (1)

The pandemic, self-isolation, quarantine or lock down do not stop your Family Court matter progressing. So even though you may be cooped up at home, your obligation to provide relevant disclosure is an ongoing requirement.

Please keep in mind that you should continue to provide copies of the following relevant documents to us:

Your Individual Documents
Taxation Returns
Notices of Assessment
Superannuation Statements
Bank Statements (every 2 months)
In the event of sale or disposal of assets, supporting documents to show what was sold, when and how the proceeds were applied
Market appraisals

For Companies / Trusts / Businesses / Partnerships / Self-Managed Superannuation Fund (including any amendments to the below)
Company Constitution
Financial Statements and Tax Returns
Annual returns
Trust Deed
Partnership Agreement
BAS – as you do them
Superannuation Trust Deed

Please scan hard copy documents and email them through.

Send electronic documents to us such as bank statements

Request documents be provided to you electronically from your superfund, ATO, employer or accountant

If volume is an issue please email us and we will set up a secure document sharing link

We’re Here to Help

Family law matters can be difficult and complex. If you require any assistance with a family law dispute, always contact a legal practitioner who will be able to help.

O’Sullivan Davies has practitioners experienced in dealing with all family law issues. More information about our services can be found at our About Us page here.

Disclaimer

This article is not legal advice and the views and comments are of a general nature only. This article is not to be relied upon in substitution for detailed legal advice.

If you would like to republish this article, please contact us prior to doing so at info@osullivandavies.com.au.