Prompt Family Law Superannuation Valuations

High quality, prompt and cost efficient family law superannuation interest valuations

• Who we are
• Why brief us - how we are different
• Example Valuation Reports
• Valuation Prices
• Payment options
• Clients/Direct Briefing
• Availability and Turnaround
• Briefing procedure
• Forms and resources for common funds
• Other useful links

1. Technology.
• We have invested in superior technology to provide much better value than our competitors whilst providing very high quality.
• Essentially we can devote almost all our time to the accuracy of the report itself, almost no time is needed for the calculation, word processing, delivery, accounting and administration.
• This is a huge cost saving for us that we can pass on to you.
• See the transparent comparison of the main providers below.
2. All reports have full commentary - not an extra charge.
3. We will contact the Trustee if in our experience something seems odd about their information.
4. We always send you a non-disclosable draft report before committing to an official one.
5. You can track processing and ETA, and download both draft and final reports, from within your own account web page.
6. Our reports have an easy to read executive-summary section supported by extremely detailed workings-out that:
• Can easily be checked (i.e. nothing is hidden).
• Make your client feel they are getting good value for their money.
• Look very convincing to the other stakeholders which leads to less conflict and expense and affidavits (because the figures are internally proven v. a bare result which needs the author to promise that the figures are correct).
• The reports are instructive and easy to follow - for example many reports even cross-reference to the exact page number of the current reprint of relevant legislation.
7. We provide a predictable uniform service in terms of work-flow, report formats, correspondence, turnaround, price, invoicing etc.

8. We have been involved in valuations from the very early days of the superannuation legislation, and have detected and instigated amendments for various errors in the legislation. Therefore we have experience as well as a vigilant attention to detail.
9. We provide reliably quick turnaround and flexible payment options (see below).
10. Our technical advantages combined with years of litigation experience enable us to provide a high quality report for less cost than competitors.
11. Trevor Lewis is an experienced private-sector litigation lawyer, so you will find it easy to talk to him at your level.
12. We optionally provide an express posted spiral-bound colour-printed hardcopy as well as the standard speedy pdf version.
13. For completeness, the hardcopy appends all source documents, and the pdf version appends scanned copies of all source documents.
14. We provide telephone numbers for Qld, Nsw, Vic - to save on the cost of any call to us.
15. The reports include a web-link for checking whether a report has been withdrawn. This has never been required in practice, but gives a mechanism for withdrawing a report if ever needed.
16. You can use us to benchmark your existing supplier's performance.

• Military Superannuation and Benefits Scheme (MSBS)
  
• Defence Force Retirement & Death Benefits (DFRDB)
  
• Commonwealth Superannuation Scheme (CSS)
  

• Public Sector Superannuation Scheme (PSS)
  
• Unisuper
  

To make life as easy as possible for you and your clients we offer a wide range of payment options, and a substantial discount for paying 'up-front' by MC Visa or direct deposit.

We don't impose a surcharge for credit card payments.

• MasterCard and Visa.
• Electronic bank deposit.
• Cheque.
• Other credit cards.
• PayPal.

• SMARTFORM Request Superannuation Information Form for the purposes of Family Law splitting
• 72NMS Provide details of non-member spouse to CSS in relation to super splitting order
• FORM6 Request information about a Superannuation interest for the purposes of Family Law splitting
• ESTI Request an estimate of your current or future CSS entitlement
• 90MT1a (Splitting) Re-allocate (in dollar terms) CSS holdings in accordance with super split order
• 90MT1b (Splitting) Re-allocate (in percentage terms) CSS holdings in accordance with super split order
• 90NP Notify CSS of new superannuation agreement or separation from your spouse
• AUTH Grant a third party access to your personal CSS account information
• Family law and super splitting booklet March 2009
• CSS Benefit Tables

• SMARTFORM Request Superannuation Information Form for the purposes of Family Law splitting
• 72NMS Provide details of non-member spouse to PSS in relation to super splitting order
• FORM6 Request information about a Superannuation interest for the purposes of Family Law splitting
• ESTI Request an estimate of your current or future PSS entitlement
• 90MT1a (Splitting) Re-allocate (in dollar terms) PSS holdings in accordance with super split order
• 90MT1b (Splitting) Re-allocate (in percentage terms) PSS holdings in accordance with super split order
• 90MP Notify PSS of new superannuation agreement or separation from your spouse
• AUTH Grant a third party access to your personal CSS account information
• Family law and super splitting booklet March 2009

• Smartform FORM6 Request information about a Superannuation interest for the purposes of Family Law splitting
• FORM6 Finalise super splitting order as non MilitarySuper member spouse with base/percentage form
• AUTH-MSB Grant a third party access to your MilitarySuper account information
• DM602 Provide statutory declaration to support application for spouse’s benefit
• 90MT1a (Splitting) Re-allocate (in dollar terms) MilitarySuper holdings in accordance with super split order
• 90MT1b (Splitting) Re-allocate (in percentage terms) MilitarySuper holdings in accordance with super split order
• 90MP Notify MilitarySuper of new superannuation agreement or separation from your spouse
• NMS72 Provide details of non-member spouse to MilitarySuper in relation to super splitting order
• Family law and super splitting booklet
• MSI01 Superannuation agreements and super splitting for separation and divorce
• Your surcharge debt – accrual rates, help and payment options
• Family Law (Superannuation) (Provision of Information - Military Superannuation and Benefits Scheme) Determination 2004

• Smartform FORM6 Request information about a Superannuation interest for the purposes of Family Law splitting
• FORM6 Request information about a Superannuation interest for the purposes of Family Law splitting
• AUTH-DFRDB Authority to release information to a third party form
• 90MT1a (Splitting) Re-allocate (in dollar terms) DFRDB holdings in accordance with super split order
• 90MT1b (Splitting) Re-allocate (in percentage terms) DFRDB holdings in accordance with super split order
• 90MP Separation declaration form
• Family Law and splitting super booklet

• Super and Family Law

• Application for Divorce Kit (do it yourself kit) (Federal Circuit Court)
• Divorce Service Kit (do it yourself kit) (Federal Circuit Court)
• Financial Statement Kit (do it yourself kit) (Federal Circuit Court)
• Initiating Application Kit (do it yourself kit) (Federal Circuit Court)

• Superannuation Information
• Response to initiating application (do it yourself kit) (Federal Circuit Court)
• Service Kit (do it yourself kit) (Federal Circuit Court)