We offer valuations of defined benefit superannuation interests in accordance with Family Law requirements within Australia. These interests originally provided pensions in retirement for life but have more typically taken the form of lump sum benefits. These funds were originally offered to high-ranking public servants and long-serving corporate employees only and can be extremely valuable for those eligible.

A valuation typically requires a Form 6 response (under Family Law) which sets out all entitlements at a nominated date and is supplied by your fund. This information then serves as the basis of a valuation.

A copy of a recent member statement is also useful but these typically only coincide with year-end and do not include the value of any contingent benefits such as death and disability benefits. The Family Court does not accept a member statement as an expert valuation and should not be relied upon as satisfying their requirements.

Our role is strictly to provide a valuation of superannuation interests for use by yourself or your legal representative. For example, this would be similar to the use of a property valuer in relation to any real estate interests. A valuation can be requested either by the member or a former spouse and each Form 6 requires a separate valuation.

We have online forms for most of the major defined benefit funds listed below (please click on the relevant fund). These will provide an online form and immediate assessment subject to confirmation. In some cases, a manual assessment is still required and you will be redirected to our contact page.

We also offer "reverse" valuations whereby pensions are estimated based on various splits - utilising alternate Scheme values, corresponding transfer values and Scheme commutation factors.

Useful Links and Form 6 Requests

Superannuation Information Kit and Form 6 Request Form
https://www.connectingthedots.com.au/wp-content/uploads/Superannuation_Kit_0921V1.pdf

Attorney General's Guidelines - Superannuation Splitting
https://www.ag.gov.au/families-and-marriage/families/superannuation-splitting-laws

Commonwealth Superannuation Scheme
CSS_Family_Law_Splitting_Super

Public Sector Superannuation Scheme
PSS-Family-Law-Book

Defence Force Retirement & Death Benefits Scheme
DFRDB-family-law-and-splitting-super-booklet

State Authorities Superannuation Scheme
FAMILY LAW AND SUPERANNUATION SPLITTING

Family Law Court - Superannuation
https://www.fcfcoa.gov.au/fl/pubs/superannuation

Emergency Services & State Super
Form 6 Declaration and Application

Military Superannuation & Benefits Scheme - Family Law - Form 6 Application
Form 6 Application

Standard Form 6 Application to Commonwealth Superannuation Corporation for Commonwealth Super Scheme and Public Sector Super Schemes
Form 6 Application

Unisuper - Super and Family Law
Fact Sheet