Exchange of Documents Before the First Hearing

At least 2 days before your first hearing, you need to exchange the following documents with the other party:

the party’s three most recent tax returns and assessments
documents about any relevant superannuation interest, including:
- the completed Superannuation Information Form (see the superannuation kit)
- for a self-managed superannuation fund, the trust deed and the last three financial statements
- the value of the superannuation interest, including how the value has been calculated and any documents working out the value
for a corporation, trust or partnership where the party has a duty of disclosure:
- financial statements for the last three financial years, including balance sheets, profit and loss accounts, depreciation schedules and taxation returns.
for the party or a corporation, trust or partnership where the party has a duty of disclosure:
- any Business Activity Statements for the previous 12 months
for any corporation, its most recent annual return, listing directors and shareholders, and the corporation’s constitution
for any trust, the trust deed
for any partnership, the partnership agreement, including amendments,
a market appraisal of any item of property in which a party has an interest, unless the value is agreed with the other party.

These requirements are in addition to the usual duty to disclose documents.

Last updated: 1-May-2019