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Thank you for your question. To Introduce myself I am a sydney based Solicitor and will do my best to provide you with relevant information to assist you.
1. You each have to supply to each other your last 3 years of tax returns and assessments issued from the ATO for the ones you have lodged.
Yes you have to provide both the return and the assessment. The Assessment does not give the same breakdown as the return does.
2. Yes oyu have to provide the last 2 statements form the Superannuation fund you have and the other party has to do the same.
Is there anything else I can assist you with?
Thank you for your response. But I don't really understand your answer.
1. "financial matters contained in the party's Form 13 Financial Statement" - is this covered by supplying the Tax Return and Tax Assessment?
The Financial Statement is a summary of all assets and liabilities. I don't need to supply anything else?
2. "any financial contributions made at commencement of cohabitation" - I don't understand how the superannuation has got anything to do with the above - except perhaps the value of superannuation of commencement of cohabitation. Or, is that what it means as you suggest? Neither of us had any property or loans etc at commencement, so is the super the only thing that we would have at the commencement of cohabitation? (sorry if you were right here in the first instance, but i need a little of explanation please).
Many kind thanks for your assistance with this.
Thanks. I realise that we have to complete the Form 13, but both of us have already filed a Form 13 to do with this application.
So, from what you have said I understand the following: the Order that states: "...each party provide to the other party copies of documents concerning: a) financial matters contained in the party's Form 13 Financial Statement" means merely completing, filing and serving a Form 13?
I don't understand that, because both parties have already filed a Form 13. Does it mean that we have to file another? Or, do we have to provide anything apart from: tax returns and assessments, super member statements and bank accounts?
I don't have any liabilities, and neither does the other party.
Do we have to provide a valuation of our cars perhaps? A valuation for furniture etc that we own (listed in our assets in the Form 13)?
Regarding the order: "... each party provide to the other party copies of documents concerning: b) any financial contributions made at commencement of cohabitation;": Does this only apply to the content of the Affidavit? It doesn't mean valuation of car, furniture etc at that point in time? It doesn't mean a bank account balance as at that time? I'm still unsure about the meaning of this court order.
Thank you. I think that is a lot clearer. Thanks for your kind assistance.
I hope this is of assistance. If I have missed anything, or you have any further questions please let me know before leaving any feedback.
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