The Settlement Roadmap

Minimise stress, delay and legal fees.

Stage 4

Finalising

Documents & Actions

If you’ve agreed on a settlement deal, congratulations. That’s the hard part.

What should now do (immediately) is create formal, legally binding documentation of your deal, including any commitments you made regarding the costs of bringing up children. 

Then you’ll implement your deal by moving assets and liabilities between you.

Formalising Your Settlement

In this section we'll talk through the two options for formalising the split of your wealth. Then we'll talk about formalising child support, child expenses and spousal support.

Yes, if you want to be protected. And there are other important reasons, too, that can mean you don’t actually have a choice anyway.

Read this Guide

10 minute read

These are two very different options for how you formalise your financial settlement. It’s important you understand the pros and cons of each one before you choose.

Read this Guide

10 minute read

If you have kids, you’ll need to agree how the cost of raising them will be shared. The formal agreement is a separate document from your Consent Orders or BFA. And there are a couple of different versions to choose between.

Read this Guide

6 minute read

Implementing Your Deal

Your settlement documents are a set of promises and obligations. Having made those, you need to actually live up to them. Let's talk through the mechanics involved.

Do what you said you were going to do. Let’s talk through the practical steps for implementing common “transactional” elements of your deal.

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10 minute read

Changes to property are one of the most common elements of a financial settlement. We outline the processes for sales, refinancing and stamp duty exemptions.

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5 minute read

If one of you is retaining a property, it’s not a case of just “taking the other person off the mortgage”. You’ll need to refinance. And cross-securities are a bit complex, so we’ll check those out, too.

Read this Guide

5 minute read

The mechanics of how you divest other assets can be complex. We’ll look at authorities, tax, timing, cash flow and other implications to be aware of.

Read this Guide

12 minute read

If your deal includes swapping ownership of a car or motorbike or caravan or boat, make sure you look up the process required by your State or Territory government. And if you have loans on the vehicle, you’ll likely need to refinance that, too.

Read this Guide

4 minute read

Usually in a financial settlement, one of you will leave any family-owned company or family trust. There’s a range of formal documentation required to make that happen.

Read this Guide

10 minute read

If your financial settlement involves transferring shares, exchange traded funds (ETFs), managed funds or cryptocurrency, you’ll need to issue instructions to your online broker or platform.

Read this Guide

7 minute read

The way debts get assigned between parties in a financial settlement is often misunderstood. This Guide will clarify it in practical terms and simplify the way your deal is finalised and documented.

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10 minute read

Unlike bank accounts or ordinary investments, superannuation cannot simply be transferred between spouses because the two of you agree to do so. There’s a specific process you need to follow.

Read this Guide

10 minute read

Support For You In The Finalising Stage

Once you've reached a deal, you'll most likely want some help with at least the formal documents. Here are the no-fuss and cost-effective support services we provide.

Consent Orders & Binding Financial Agreements

The low-key, inexpensive and no-fuss process to formalise your agreed wealth split.

Best for: Couples who want to avoid lawyers complicating or unstitching their deal, or charging outrageous fees.

Fee: $1,500-$3,500 + GST (ie $750-$1,750 +GST per person)

Fix Our Consent Orders!

Was your DIY lodgement of Consent Orders rejected? Let’s fix that up.

Best for: Couples frustrated or confused by the Court’s rejection.

Fee: $500-$1,250 + GST (ie $250-$625 +GST per person)

Child Support and Child Expenditure Agreements

Limited Child Support Agreements and Binding Child Support Agreements

Best for: Couples needing formality about on-going financial arrangements regarding the children.

Fee: $500-$1,500 + GST (ie $250-$750 +GST per person)

Find the answers you're looking for?

There are plenty more Guides in our other Stages: Understanding, Preparing, and Negotiating.

We’re also continuously adding more Guides. If you didn’t find the info or understanding you need, ask us what you want to know.

We’ll create a Guide on the subject (usually within 48 hours). And we’ll email a copy to you personally.

Insights and Strategies You Won't Find Anywhere Else

We help separating people negotiate and formalise financial settlements.

Unlike law firms, we focus on practical, real-world methods and strategies.

Our Roadmap Guides provide crucial insights into how settlements really work, not in naive and fantasy-laden ways you might read about elsewhere.

Our Services provide unique, highly effective help to get you to a fair outcome – at minimal expense.

And our Community offers you shared insights and support from over 7,000 other Members.

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