We have a unique skill base within the assembled team and are able to offer this as a significant point of difference from our competitors.

The financial issues in family law property settlements can be significant and complex. We understand that family law matters are different to other dispute resolution matters.

Family Law

As an independent dedicated forensic accounting firm we are uniquely placed to provide valuation and forensic accounting services to family lawyers, barristers and the Courts.

Our services include:

  • Valuation of businesses, shares and other interests in trusts, partnerships, joint ventures, etc.
  • Critically review and assess information provided by the other party.
  • Preliminary review of financial accounts and other documents to ascertain if there is likely to be any applicable commercial goodwill.
  • Assisting in the determination of key documents required for discovery purposes.
  • Conducting an investigation into the financial affairs of the other party.
  • Determining which assets may require valuation by other parties.
  • Critically appraising business valuations prepared by other parties.
  • Provision of an authoritative expert witness services.
  • Assisting counsel in the cross examination of other experts.
  • Advising on the possible tax consequences of proposed settlements.
Whether for succession planning or matters of dispute, we can prepare an independent valuation report customised to assist in making those important business decisions.

Valuation Services

We prepare valuations of:

  • Businesses
  • Shares
  • Other equity such as Unit holdings or Partnerships
  • Intangible assets

These can be prepared for the purposes of:

  • Expert witness services
  • Family law disputes
  • Commercial disputes – qualification of loss/shareholder disputes
  • Acquisitions and disposals
  • Tax – Capital gains tax
  • Stamp duty
  • Restructuring
  • Business relocations (compulsory)
  • Fair Value Accounting
  • Succession Planning

Our valuation reports are prepared in accordance with APES 225 Valuation Services and are independent, clear, reasoned and detailed.

Forensic accounting covers a range of services. Aside from those listed under Family Law , we also assist in matters of a personal or commercial nature.

Forensic Accounting

We offer skilled assistance with the following:

  • Personal injury evaluation – past and future economic loss arising from; abuse claims, accident/incident claims, dependency and wrongful death claims, injuries from dust & diseases, medical negligence claims, motor accident claims, and WorkCover claims
  • Accounting, financial and commercial analysis – of available or reconstructed information.
  • Preliminary advice – assessment of the case from a financial viewpoint and assessment of the options available to the client.
  • Expert reports – analysis of relevant information and presentation of expert opinion (including business valuations, quantification of damages).
  • Determining tax consequences – (income, capital gains, GST) of proposed settlements
  • Accounting, financial and commercial analysis – of available, or reconstructed information
  • Discovery – review of discovered financial documents and identification of missing documents.
  • Expert advice – liaison with legal team regarding strategies.
  • Expert evidence – preparation for and delivery of expert opinion in court
  • Quantification of damages – including loss of profits and future economic loss for commercial litigation matters
  • Professional indemnity/Negligence – review of working papers, reports and circumstances to form a professional expert opinion as to whether there has been a failure to comply with appropriate standards or negligent conduct.
  • Financial and corporate investigations – including asset betterment tests.
  • Directors’ liability for insolvent trading
  • Determining tax consequences – (income, capital gains, GST) of proposed settlements.