|
Pre-nuptial
Agreements (Binding Financial Agreements – BFA) - Instruction
Form
Before,
During and After Marriage
For
a Manual on Pre-nuptial agreements see here.
Brett
Davies Lawyers is a private law firm. We only take instructions via your
Adviser, Accountant or Lawyer. You need to have your adviser contact us. We will
then contact you to arrange a meeting with you.
Lawyers
are warned not to give Financial Planning advance. Lawyers are best only to do
BFAs with a Financial Adviser by their side.
During
your initial consultation, we ask you a number of questions about you, your
family and your personal circumstances. If you would like to keep the length of
the appointment to a minimum, please feel free to complete all or part of this
questionnaire and bring it to the meeting. The instruction form is also
available in Adobe Acrobat Format or
zipped up in Microsoft Word 6.0
A.
Personal Details
|
Marital
Status (Please tick one)
|
q
|
Married
on / /
|
|
|
q
|
Single
– to be married on /
/ 2001
|
|
|
q
|
Defacto
relationship since / /
|
|
|
q
|
Divorced
on / /
|
|
|
You
|
|
Your
Partner
|
|
|
Surname
(Family Name)
|
|
|
|
|
|
|
|
|
|
|
|
First name
|
|
|
|
|
|
|
|
|
|
|
|
Any Second name(s)
|
|
|
|
|
|
|
|
|
|
|
|
Date of Birth
|
|
|
|
|
|
|
|
|
|
|
|
Occupation:
|
|
|
|
|
|
|
|
|
Postal Address
|
q
Same as home address; or
|
|
|
|
|
|
|
Home Phone #
|
|
|
|
|
|
|
|
Home Fax #
|
|
|
|
|
|
|
|
Mobile Phone #:
|
|
|
|
|
|
|
|
Work Phone #:
|
|
|
|
|
|
|
|
|
|
Work Fax #:
|
|
|
|
|
|
|
|
|
|
Any assets in Alias Names or not in the above name(s)? (eg
maiden name)
|
|
|
|
|
|
B.
Your Assets
The big problem is Taxes like Capital Gains Tax and stamp duty. I would
like to get an idea of your assets so that when I prepare your documents I
tailor make them to suit your needs.
1.
Your Family Home
|
Date of Purchase
|
/ /
19___ or 20 ___
|
|
|
|
|
|
|
Purchase Price
|
$
|
Estimated Current Market Value
|
$
|
|
|
|
How much is owing?
|
Mortgage Amount $
|
|
|
|
Have you ever run a business from home?
|
q Yes
|
q No
|
|
|
|
|
|
Have you ever claimed a deduction on running a business from your home?
|
q Yes
|
q No
|
|
|
|
|
|
Have you ever done renovations or capital improvements on the home?
|
q Yes
|
q No
|
|
|
|
|
|
|
|
|
|
|
|
2.
Do you own your own business?
|
Trading Name:
|
|
|
|
|
|
|
How much did you buy the business for?
|
$
|
|
|
|
|
|
|
Assets (including goodwill)
|
$
|
|
|
|
|
|
|
Saleable Value:
|
$
|
|
|
|
|
|
What
assets would you like the agreement to cover?
What
assets would you like the agreement not to cover?
3
Family Trusts
|
Do you have a Family Trust or a Company?
|
q Yes
|
q No
(Tick one)
|
|
Who
is the appointer of the trust?
Who
is the trustee of the trust?
|
4.
Do you own any other real estate?
|
Owner(s)
|
|
|
|
|
|
Suburb or street
|
|
|
|
|
|
|
|
Date purchased
|
|
Value at purchase date
|
$
|
|
|
|
|
|
|
Value today
|
$
|
Current mortgage
|
$
|
|
|
|
|
|
5.
Do you have Life Insurance (not in your Superannuation)?
|
Nominated beneficiary?
|
Amount of Policy
|
|
|
|
|
|
$
|
|
|
|
|
|
$
|
|
|
|
|
|
$
|
6. Superannuation
|
Nominated beneficiary?
|
|
|
|
|
|
Your Name
|
|
Your current nominated beneficiary
|
|
Amount of Proceeds
|
|
|
|
|
|
|
|
|
|
|
|
$
|
|
|
|
|
|
|
|
|
|
|
|
$
|
|
|
|
|
|
|
|
|
|
|
|
$
|
7. Do you own any
shares?
|
Fund
Name or Name of Shares
|
|
Amount
invested
|
|
In
whose name held?
|
|
|
|
|
|
|
|
|
|
$
|
|
|
|
|
|
|
|
|
|
|
|
$
|
|
|
|
|
|
|
|
|
$
|
|
|
| |
|
|
|
|
|
8. Other Debts
|
Apart from the debts above and your business trade debtors does anyone
owe you any money?
|
q Yes
|
q No
|
|
|
|
|
Apart from the above do you owe any money?
|
q Yes
|
q No
|
|
|
|
|
|
Have
you ever made a Will before?
|
q Yes
|
q No
|
|
|
|
Name & address of person holding
the Will:
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
For
a Manual on Pre-nuptial agreements see here.
| 
