Within 21 days after the case assessment conference, the applicant must:
(a) prepare a balance sheet in the form approved by the Principal Registrar by completing all items and values asserted by the applicant; and
(b) send the balance sheet to the respondent.
Within 14 days after receiving the balance sheet, the respondent must:
(a) add the respondent’s estimated values for all items on the balance sheet prepared by the applicant;
(b) add any items to the balance sheet the respondent asserts have been omitted from the balance sheet and assert values for those items;
(c) complete the notes relating to all disputed items and all disputed values for items; and
(d) return the amended balance sheet to the applicant.
Within 14 days after receiving the amended balance sheet, the applicant must:
(a) add the applicant’s estimated values for all items added to the balance sheet by the respondent;
(b) complete the notes relating to all disputed items and all disputed values for items; and
(c) file the balance sheet with the court.
Note 1: This document can be sent by electronic means between the parties prior to it being filed at court.
Note 2: Subsection 131 (1) of the Evidence Act 1995 does not apply to the financial questionnaire or balance sheet.
For more information on the balance sheet, see rule 12.06(2) of the Family Law Rules 2004.
For the service requirements for a document filed with the court, see rule 7.04 of the Family Law Rules.