Independence

Conflict of interest policy

Independence is the core asset of an expert-witness practice. Our conflict protocol is published so instructing parties can satisfy themselves of it before instructions are taken.

Last reviewed: 10 May 2026.

1. Conflict check at intake

Before accepting instructions we run a conflict check against the names of both parties and the names of their legal representatives. The check covers prior engagements within the practice, prior estimator submissions on this site, and any commercial relationship with a fund or trustee involved in the matter.

2. Where a conflict is identified

Where the practice has previously been instructed by either party, has previously been approached by either party (including via the website's Balance Benchmark estimator), or has any commercial relationship that could compromise independence, we decline the matter and refer the inquiring party to an alternative qualified actuary.

3. No referral fees, retainers or commissions

We do not pay or receive referral fees, retainers, success fees, kickbacks or commissions of any kind from law firms, mediators, accountants, financial planners or superannuation trustees. Our only source of revenue is the fixed fee paid by the parties or their representatives.

4. Disclosure on the face of the report

Every report contains the express independence declaration required by the FCFCOA Expert Witness Code of Conduct (FCFCOA (Family Law) Rules 2021, Chapter 7). Any matter on the boundary of the conflict policy is disclosed on the face of the report so the Court and the parties can weigh it.

5. Audit

The conflict register is maintained by the practice and audited annually as part of the Actuaries Institute continuing professional development cycle.