Prompt Family Law Superannuation Valuation Service

By Trevor Lewis, B.Com LL.B, Barrister-at-Law

'At last, you can obtain professional superannuation valuations that won't cost a small fortune...'

We can provide a valuation report in respect of one or all of a client's interests - and their spouse's, at a very competitive cost. Our reports have the following important benefits:

  1. We also provide valuations in respect of all of the funds that have obtained approval to use scheme-specific methods and factors
  2. We read and interpret the information from the Trustee. Errors and ambiguities in the provided information commonly require interception and correction. Our fee includes that extra diligence
  3. We check the current status of the relevant trust deed, and whether the fund has recently been given approval for scheme specfic methods and factors
  4. We will contact the fund to clarify/confirm any relevant issues
  5. We always provide relevant commentary - in particular alerts where an interest does not quite fit the legislative valuation regime
  6. The reports are prepared by legally-qualified personnel
  7. The reports give exacting details of the calculation and legislative basis

We offer:

  • Free Quotes
  • Fee on brief procedure available
  • Highest quality valuations
  • Valuations include commentary, summary, and detailed calculations

What does the valuation report contain?

When you order a valuation report, you will receive a signed document containing the following sections:

Part 1 - Scope of brief, commentary and valuation summary

This part is kept as brief and quick to read as possible.

  • The Scope of brief section lists all the documents and any other relevant instruction that the valuation is based on. It also lists each interest to be valued
  • The commentary section makes note of any special issues that seem to apply to each interest
  • The valuation summary table sets-out the name of each interest, its relevant date, and its valuation

Part 2 - Detailed Valuation Calculations.

This part contains the full workings of each valuation calculation, including legislation cross-references and an explanation of the legal basis for it.

Part 3 - Research and Materials.

This part contains copies of any special research material used in the valuation process. In the case of valuations for funds with scheme-specific methods, an extract of the relevant determination is included.

This section also contains a short resume of the reporter.

Part 4 - Source Documents

This part contains copies of all the source documents used in the valuation, so that the report is self-contained in all respects.

View an sample report

Why should I obtain valuations from Lawtech?

  • Our valuation reports are suitable for:
    • All valuations under the Family Law (Superannuation) Regulations
    • Valuations involving scheme-specific valuation methods & factors
  • Our facilities provide very cost-effective valuations where there are multiple interests to be valued
  • Our reasonable prices mean you can obtain an early valuation of your client or spouses interest
  • With over a decade in practical litigation experience we understand litigation and evidence and build that into our reports
  • We specialise in superannuation valuations, and we wrote the SuperSolver software and made it available to the profession

How do I order a valuation report?

Step 1 - Download and complete our Brief Precedent

We always need:

  • Name and date of birth of each spouse
  • Completed Superannuation Information Kit forms if available
  • Member Information Statements if available
  • Any relevant correspondence with the Trustee of the Fund
  • Any relevant correspondence with solicitors for the other spouse
  • Preferably, a completed authority from the client allowing us to contact the Trustee directly if any information is still needed

Step 2 - Free fax the brief to us

Fax the entire brief to 1800 019 509. You can optionally mail the brief to us but the fax service will result in much faster attention.

****Kindly note that we can only usefully respond to you if you give us a full valuation brief.***

Step 3 - Confirmation

  • We will conduct an immediate conflict of interest check, and process your request.
  • If you have requested a quote then we will examine the brief and report back to you.
  • If you have specified a fee on brief then the work will be performed ASAP if it is ok or else we will contact you.

Step 4 - Valuation

We will perform the work within 5 business days of confirmation unless otherwise arranged and the completed valuation will be emailed to you.

What can I do to find out more?

 

We wrote the family law superannuation valuation software used (for example) by the Federal Magistrates Court at Melbourne. Our technical advantages combined with hands-on litigation experience enable us to provide valuations with impeccably high standards.