• Janis Donnelly-Coode

Superannuation and financial disclosure

Updated: Aug 12

Part of the reason that we created FamilyProperty was to reduce stress for both the professionals who are using the product and their clients.



Family Law can be stressful


It wouldn't be news to you that dealing with the Family Law system can be quite stressful for all involved. It is hard because no one is really happy about the situation that lead to them accessing the Family Law system, and then the system itself asks the client to provide alot of information that feels irrelevant and unnecessary.



FamilyProperty aims to create a gentler access point for clients, which is great for everyone involved. The clients can complete the online client intake questionnaire in their own time, on their mobile phone or their computer, and they can complete it literally in their own space.


Better yet, while it does take a bit of time for the client to complete the questionnaire, without our online questionnaire the mediator or the lawyer would have to spend that time to go through all of this with the client. Using this process the client saves money (by not using the lawyer or mediator for this part). Further the professionals who use our system would much prefer to spend their time giving their value added and relevant advice to their clients, rather than completing spreadsheets and checklists of documents.


Once the client has completed their online questionnaire you can then send them the client disclosure portal, which uses AI to generate a list of documents that the client needs to give you in order to complete their financial disclosure.



How does Super Info help?


As part of this collection process, if the client or their partner has government super, Super Info will provide them with a Family Law Valuation for Australian Government defined benefit superannuation schemes, including PSS, CSS, DFRDB and MSBS (MilitarySuper) for $49.95. They are automatically told about this as part of the client portal and can take care of this step themselves.






A different approach


Our product is different because it was created with the client in mind. That might seem odd, because our product is then sold to the lawyer or the mediator, but for our users the client journey is very important. The online client intake questionnaire is the result of months of time invested in getting everything into plain English, and using decision tree technology to get rid of as much information as possible that is not relevant to the particular client. Our online client portal is easy to use, it tells the client what documents are needed based on their actual situation rather than giving them a lot of information that may not be relevant, and again it gives the client the opportunity to do the homework and save their money for more valuable professional advice.


Our users don't want their interaction with clients to be all about documents and dates and addresses, they want the tech to automate the admin work and dive into helping the client.




So why should you use FamilyProperty?


FamilyProperty helps automate the admin work, freeing you up to help your client. It is less stress for everyone. By allowing the client to go through the information at their own pace and in plain English it means that the lawyer or mediator can invest their time in providing advice and helping to move the matter forward, rather than investing their time in collecting all of the information required in the first place. Our users don't want to do that work anyway, it is frustrating, and their clients don't want to pay for someone else to do that work if they can do it themselves.


We would love to set you up with a free fourteen day trial of our product, no credit card details required, so that you can see what we are talking about. You can sign up for a free trial by clicking here.



Financial separation simplified.

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