---
title: "Prepare the financial statement and the disclosure index"
url: "https://ailawframework.com/practice/family-law/prepare-the-financial-statement-and-the-disclosure-index"
type: "task"
site: "AI Law Framework"
id: "A16-T1-R4"
practice_area: "Family Law"
tier: "red"
lawyer_review: "required"
last_reviewed: "2026-09-28"
---

# Prepare the financial statement and the disclosure index

> The Financial Statement carries a sworn affidavit, so the tool writes no part of it and enters nothing in the form. Index the documents Rule 6.06 requires — the three most recent tax returns and tax assessments;…

Canonical page: https://ailawframework.com/practice/family-law/prepare-the-financial-statement-and-the-disclosure-index  
Last reviewed: 2026-09-28

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Family Law](https://ailawframework.com/practice/family-law.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| How AI is used | The Financial Statement carries a sworn affidavit, so the tool writes no part of it and enters nothing in the form. Index the documents Rule 6.06 requires — the three most recent tax returns and tax assessments; the superannuation information form and, for a self-managed fund, its trust deed and three most recent financial statements; the last four business activity statements; and the three most recent financial statements and last four business activity statements of any partnership, trust or private company in which the party has an interest — together with the bank statements and valuations sought under the general duty. Compare the completed statement against those documents, list every figure with no source and every part of the form left blank, check that the totals add up, and confirm the form is the version currently in force. |
| What the lawyer must review | The lawyer completes the form on the client's instructions and the client swears or affirms it. Verify every entry against its source, ask the client about interests in trusts, companies, self-managed funds and cryptocurrency that the documents do not reveal, file the financial questionnaire the rule requires, and serve the Rule 6.06 documents on each other party before the first court date rather than filing them. Before filing, confirm the current approved form and the disclosure rule as it applies in the court hearing the case. |
| Written for / versions | 1 jurisdiction versions below |

## Checking plan

**Check every line**

- What the AI does: Extract permitted financial information into a draft of the current financial-statement form, retaining a source reference for each figure and leaving gaps unresolved.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [Commonwealth](https://ailawframework.com/practice/family-law/prepare-the-financial-statement-and-the-disclosure-index/commonwealth.md) | Red |

## Further reading

- [FCFCOA: Duty of disclosure](https://www.fcfcoa.gov.au/fl/pubs/duty-disclosure) (checked 2026-09-16)
- [FCFCOA: Financial proceedings practice direction](https://www.fcfcoa.gov.au/fl/pd/fam-financial) (checked 2026-09-16)
- [FCFCOA Practice Direction: Use of Artificial Intelligence](https://www.fcfcoa.gov.au/pd/pd-ai) (checked 2026-09-16)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*