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Services & fees

Defensible numbers for every superannuation question in family law.

Fixed-fee engagements. Court-ready reports. Australia-wide instructions taken from family lawyers, mediators and parties acting in person.

01 — Engagements

Six fixed-fee report types covering every stage of a property settlement.

Each report is signed by a qualified actuary. Fees are quoted in writing before work begins and held against a trust account where required.

Fixed fee
from A$1,650

Pre-cohabitation balance valuation

We reconstruct the superannuation balance the party held at the start of cohabitation and project it forward to the date of separation using the actual investment returns of the fund and option held. The grossed-up amount is the non-marital component generally excluded from the asset pool.

  • Reconstruction from member statements and ATO transaction history
  • Fund-specific net investment return for each year held
  • Treatment of contributions, rollovers, insurance premiums and fees
Fixed fee
from A$1,100

Date-of-separation valuation

Family Law Act valuations of accumulation, defined benefit and SMSF interests as at the agreed valuation date — prepared in accordance with the Family Law (Superannuation) Regulations 2001 prescribed methods.

  • Accumulation and hybrid interests
  • Defined benefit factor-based methods
  • SMSF asset-by-asset valuation
Fixed fee
from A$880

Balance Benchmark Rating estimate

Where complete records are unavailable, we provide a defensible estimate of the pre-cohabitation balance using cohort-matched APRA fund returns, age-and-income-based ATO contribution norms, and a sensitivity range disclosed in the report.

  • Used when statements pre-2008 are missing
  • Cohort-matched against APRA Heatmap data
  • Sensitivity bands and reliance qualifications stated transparently
Fixed fee
from A$2,200

Expert witness report

Court-format report compliant with the Federal Circuit and Family Court of Australia Expert Witness Code of Conduct — suitable for tender at hearings, conciliation conferences and private mediation.

  • Single Expert or Shadow Expert engagements
  • Joint expert conferences and concurrent evidence
  • Sworn affidavit and oral evidence on instruction
Fixed fee
from A$1,400

Mediation support pack

A focused, plain-English version of the valuation tailored for mediation rooms — including scenarios for splitting orders or base amount allocations under Part VIIIB.

  • Plain-English summary suitable for both parties
  • Splitting order and base amount scenarios
  • Available within 5 business days
Fixed fee
from A$650

Update & supplementary reports

Re-base an existing valuation to a new date, respond to a question on notice, or address a counter-expert's report in a supplementary opinion.

  • Re-basing to revised separation date
  • Responses to s 65 questions
  • Supplementary opinions for trial
Sample report — structure template

See the exact structure, methodology and signature block we deliver.

A 5-page A4 PDF showing the cover page, executive summary, roll-forward methodology, expert declaration under the FCFCOA Harmonised Expert Witness Code of Conduct and the actuary's signature block. Fictitious parties; same format we file in real matters.

Download sample (PDF)
02 — How it works

A clear, four-step path from instruction to signed report.

Most matters are turned around within ten business days from the receipt of complete instructions.

Start your matter
  1. 01Instruction

    Engagement & scope

    We confirm the valuation date, fund(s) involved and the report type required, then issue a fixed-fee letter of engagement.

  2. 02Information

    Documents & authorities

    You provide member statements and signed ATO/fund authorities. We chase any gaps directly with trustees on your behalf.

  3. 03Analysis

    Modelling & review

    We reconstruct balances, apply fund-specific returns and stress-test the result against APRA cohort data and sensitivity bands.

  4. 04Delivery

    Signed report

    You receive a court-format PDF with workings, declarations and an Appendix A — typically within 10 business days.

Not sure which report fits your matter?

Send us the orders, the proposed valuation date and what statements you have. We'll reply with a fixed-fee scope within one business day.

Discuss your matter