Get Au Public Trustee Initial Statement Of Assets And Liabilities Form 1 2019-2025

This guide provides a clear and comprehensive approach to filling out the AU Public Trustee Initial Statement Of Assets And Liabilities Form 1 online. By following these steps, users can efficiently compile the necessary information regarding assets and liabilities as required by the South Australian Civil and Administrative Tribunal.

Follow the steps to complete the form accurately and confidently.

1. Press the 'Get Form' button to access the Initial Statement Of Assets And Liabilities Form 1 and open it in the online editor.
2. Fill in the date of the tribunal hearing in the designated field. Be sure to enter the correct date, as this will indicate the reference point for the assets and liabilities listed.
3. Complete the section for the protected estate's name and the Public Trustee file number, ensuring that all information is accurate and corresponds with the official documents.
4. In the assets section, begin with the total of bank accounts. Input the balances as of the date of your appointment and provide the BSB and account numbers for each account listed.
5. Proceed to the shares section. List all companies in which shares are held, including the number of shares for each company. Attach supporting evidence such as certificates or statements from the broker.
6. For real estate, input the full address of the property and note its capital value based on council rates. Include attachments of council documentation and insurance policies if applicable.
7. Document any motor vehicles, trailers, or boats, including their registration details and market values. Ensure that copies of registration and insurance papers are attached.
8. List term deposits with their BSB and account numbers, attaching the necessary statements that show the balances at the end of the period.
9. In the superannuation and other assets section, provide details about any additional assets, ensuring to attach relevant documentation.
10. Move to the liabilities section and list all current debts, including mortgages, loans, credit cards, and other debts owed. Attach supporting documents for verification.
11. Calculate the total assets and total liabilities to find the net estate. Input these totals in their respective fields.
12. Attach copies of all documentation required for both assets and liabilities, including the Centrelink income statement if applicable.
13. Finally, sign the statutory declaration in the presence of an authorized witness, ensuring all statements are accurate to the best of your knowledge.
14. Save the changes, and download, print, or share the completed form as required.

Complete your AU Public Trustee Initial Statement Of Assets And Liabilities Form 1 online today for a smooth filing process.