Pre-nuptial Agreements (Binding Financial Agreements - BFA) - Instruction Form
Before, During and After Marriage
For Manual on Pre-nuptial agreements
see here
Civic Legal 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
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Marital Status (Please tick one)
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Married on /
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Single – to be married on /
/ 2001
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Defacto relationship since / /
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Divorced on /
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You
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Your Partner
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Surname
(Family Name)
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First name
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Any Second name(s)
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Date of Birth
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Occupation:
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Postal Address
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Same as home address; or
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Home Phone #
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Home Fax #
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Mobile Phone #:
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Work Phone #:
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Work Fax #:
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Any assets in Alias Names or not in the above
name(s)? (eg maiden name)
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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
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Date of Purchase
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19___ or 20 ___
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Purchase Price
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$
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Estimated Current Market Value
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$
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How much is owing?
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Mortgage Amount $
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Have you ever run a business from home?
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Yes
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No
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Have you ever claimed a deduction on running a business from your home?
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Yes
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No
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Have you ever done renovations or capital improvements on the home?
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Yes
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No
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2.
Do you own your own business?
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Trading Name:
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How much did you buy the business for?
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$
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Assets (including goodwill)
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$
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Saleable Value:
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$
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What assets would you like the agreement
to cover?
What assets would you like the agreement
not to cover?
3 Family
Trusts
4.
Do you own any other real estate?
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Owner(s)
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Suburb or street
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Date purchased
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Value at purchase date
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$
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Value today
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$
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Current mortgage
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$
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5.
Do you have Life Insurance (not in your Superannuation)?
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Nominated beneficiary?
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Amount of Policy
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$
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$
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$
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6.
Superannuation
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Nominated beneficiary?
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Your Name
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Your current nominated beneficiary
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Amount of Proceeds
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$
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$
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$
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7.
Do you own any shares?
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Fund Name or Name of Shares
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Amount invested
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In whose name held?
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$
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$
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$
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8.
Other Debts
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Apart from the debts above and your business trade debtors does anyone owe you any
money?
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Yes
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No
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Apart from the above do you owe any money?
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Yes
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No
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Have you ever made a Will before?
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Yes
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No
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Name & address of person holding the Will:
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