How do I request a superannuation report?

Complete the intake form on this page with your contact details, the role you act in (party, lawyer, mediator), and the report type. We respond within one business day with a fixed-fee quote and an engagement letter.

Do I pay before the report is prepared?

We take a fixed-fee deposit (typically 25–33%) at booking to secure the turnaround. The balance is invoiced on delivery. All fees are agreed in writing before any work begins.

What happens after I submit the form?

Within one business day you will receive: a fixed-fee quote, an engagement letter, a secure document upload link, and the indicative timeline. No work begins until you accept the engagement and pay the deposit.

Can I get an urgent report?

Yes. Mediation-week urgent reports can be turned around in 3–5 business days at a 25% urgency loading, subject to capacity. We will confirm whether the timeline is realistic before you commit.

Confidential report request

Request an expert witness superannuation report.

Tell us about the matter, attach the supporting documents and we'll respond with a fixed-fee scope and timeline within one business day.

Want to see what you'll receive? Download the structure template — cover, methodology, expert declaration and signature block.

Download sample report (PDF)View interactive sample (charts & cases)

Intake checklist

What to gather before you submit — and why each one matters.

You don't need everything to start — submit what you have and we'll tell you exactly what's missing. Each document below feeds a specific part of the A$495 + GST valuation report. Items marked required are needed for any matter; others are conditional or recommended.

01
Member statement at the cohabitation date
Required
The opening balance for the roll-forward. Include the fund, member number and investment option held at that date.
→ Pre-cohabitation balance reconstruction→ Actual fund-and-option roll-forward
02
Member statement at separation (or today)
Required
The closing balance we reconcile to. Confirms the period and surfaces any unexplained gap in the records.
→ Actual fund-and-option roll-forward→ Section 79(4)(a) figure & sensitivity range
03
Annual member statements across the relationship
Required
Year-by-year balances, contributions, rollovers, fees and insurance premiums — the spine of the reconstruction.
→ Contributions, rollovers & fees treated→ Full methodology & assumptions disclosed
04
ATO MyGov super history (PDF or CSV export)
Required
Contribution and transfer history fills the gaps where fund statements are missing or partial — the basis of the Balance Benchmark Rating.
→ Pre-cohabitation balance reconstruction→ Section 79(4)(a) figure & sensitivity range
05
Investment option / strategy history from the fund
Conditional
Tells us which return series to apply to each financial year. If unavailable, we substitute the default-strategy return and disclose it.
→ Actual fund-and-option roll-forward→ Full methodology & assumptions disclosed
06
Rollover, transfer and fund-switch correspondence
Conditional
Confirms timing and amount of inter-fund transfers so the right return series applies to each segment of the period.
→ Contributions, rollovers & fees treated
07
Form 6 / scheme reply for defined-benefit interests
Conditional
If a party is in PSS, CSS, MSBS, ESSSuper, GESB West State or a judicial scheme, the trustee's Form 6 reply provides the inputs for the prescribed-method valuation.
→ FCFCOA Code-compliant signed report→ Full methodology & assumptions disclosed
08
Cohabitation and separation dates
Required
Stated in the intake form. If the dates are in dispute, give us both candidate dates and we'll run the sensitivity calculation across them.
→ Section 79(4)(a) figure & sensitivity range→ Full methodology & assumptions disclosed
09
Court orders, consent orders or mediation brief
Conditional
Frames the actuary's instructions section so the report matches the exact question the Court or mediator needs answered.
→ FCFCOA Code-compliant signed report→ Independent actuarial calculation
10
Photo ID for the member party
Conditional
Required at engagement letter stage to satisfy professional KYC obligations — not needed to submit this form.
→ Independent actuarial calculation

Don't have everything? Submit what you do have. We tell you in writing what's missing, what we can reconstruct from APRA and ATO data, and what cannot be reconstructed — before any work begins.

Full evidence checklist

Report structure

See exactly how the report is laid out — before you submit.

Every A$495 + GST valuation report follows the same FCFCOA-compliant structure. Sections in gold are required by the Harmonised Expert Witness Code of Conduct (Family Law Rules 2021, Pt 7.1) and appear in every report regardless of complexity.

Download a redacted sample (PDF)

01
Cover & identification
FCFCOA required
- Matter title and parties
- Instructing solicitor / mediator / party
- Valuation date and report date
- Reference number
02
Letter of instructions
FCFCOA required
- The exact questions we were asked to answer
- Scope and any agreed limitations
- Material relied on
03
Expert declaration
FCFCOA required
- Acknowledgment of duty to the Court
- Compliance with the Harmonised Expert Witness Code of Conduct
- Statement of independence from parties and funds
04
Author qualifications & CV
FCFCOA required
- Fellow / Associate of the Actuaries Institute
- Family Law expert-witness experience
- Public Practice Certificate (where DB interests valued)
05
Executive summary
- One-page result for non-actuaries
- Section 79(4)(a) initial contribution figure
- Sensitivity range at a glance
06
Background & agreed facts
- Cohabitation date and separation date used
- Fund(s) and member numbers
- Any disputed facts the Court must resolve
07
Materials considered
FCFCOA required
- Member statements and dates received
- ATO MyGov contribution and transfer history
- APRA fund-return data and trustee correspondence
08
Methodology
FCFCOA required
- Roll-forward of pre-cohabitation balance
- Net-of-fees fund-and-option return series for each year
- Treatment of contributions, rollovers, fees and insurance
- Defined-benefit method (where applicable)
09
Assumptions & limitations
FCFCOA required
- Every input the calculation depends on, listed
- Substitutions where evidence is missing (e.g. default-strategy return)
- Boundaries of the actuary's opinion
10
Calculation — pre-cohabitation balance
- Starting balance at cohabitation
- Year-by-year roll-forward to separation date
- Reconciliation to closing fund balance
11
Section 79(4)(a) initial-contribution figure
- Grossed-up pre-cohabitation balance in today's dollars
- Comparison to closing balance
- Implied marital growth component
12
Sensitivity analysis
- Alternative cohabitation / separation dates
- Alternative return series
- Range — not a single point estimate
13
Defined-benefit valuation
If applicable
- Family Law (Superannuation) Regulations 2001 method
- Scheme-specific factors (PSS, CSS, MSBS, ESSSuper, GESB, judicial)
- Family-law value (not commutation or transfer value)
14
Conclusions & opinion
FCFCOA required
- Direct answers to the questions in the instructions
- Plain-English explanation suitable for mediation rooms
15
Appendices
- Schedule of source documents relied on
- Year-by-year calculation tables
- APRA / fund return-series tables
16
Signature block
FCFCOA required
- Signed and dated by the reporting actuary
- Author's full credentials and member number

01 — Step

Instructing party

Who is engaging us and how to reach you.

You are…

Full name

Phone (optional)

Firm / organisation (optional)

Your matter reference (optional)

02 — Step

Report type & urgency

What we need to produce and when.

Report type

Urgency

Hearing / mediation date (if known) (optional)

03 — Step

Matter details

The parties, dates and member fund being valued.

Party A — full name

Party B — full name

Whose superannuation is being valued?

Fund name

Start of cohabitation

Date of separation

Valuation date

Interest type

04 — Step

Secure document upload

Drop files into the right category. Uploaded over TLS to a private store — only the engaged actuary can retrieve them.

Files are transmitted over TLS and stored in a private bucket that is not publicly readable. Each upload is linked only to your submission reference.

Separation data

Evidence of the separation date and any orders.

Drag files or click to browse

Separation declaration, Form 13, parenting/financial orders, statutory declarations.

Account statements

Member statements at cohabitation, separation, and current.

Drag files or click to browse

Annual statements, rollover history, ATO MyGov super, benefit statements.

Marriage / cohabitation evidence

Documents that fix the start of the relationship.

Drag files or click to browse

Marriage certificate, statutory declarations of cohabitation, lease/utility records.

Request an expert witness superannuation report.

What to gather before you submit — and why each one matters.

Member statement at the cohabitation date

Member statement at separation (or today)

Annual member statements across the relationship

ATO MyGov super history (PDF or CSV export)

Investment option / strategy history from the fund

Rollover, transfer and fund-switch correspondence

Form 6 / scheme reply for defined-benefit interests

Cohabitation and separation dates

Court orders, consent orders or mediation brief

Photo ID for the member party

See exactly how the report is laid out — before you submit.

Cover & identification

Letter of instructions

Expert declaration

Author qualifications & CV

Executive summary

Background & agreed facts

Materials considered

Methodology

Assumptions & limitations

Calculation — pre-cohabitation balance

Section 79(4)(a) initial-contribution figure

Sensitivity analysis

Defined-benefit valuation

Conclusions & opinion

Appendices

Signature block