Six steps. Two weeks. One defensible report.
Most engagements run on a fixed timeline. Where information is incomplete, we will tell you on day one — not on day fourteen.
- 01
Initial call & scoping
A 15-minute call clarifies the valuation question, the parties involved, the timeline and the available records. We confirm there is no conflict of interest.
- 02
Letter of engagement
Same-day fixed-fee retainer letter setting out scope, deliverables, the expert witness duties (where applicable), and disbursements. No surprise charges.
- 03
Information request
We issue a tailored information request listing exactly the statements, Form 13 financial disclosures, ATO records and fund letters required. We can subpoena fund records via your solicitor where access is denied.
- 04
Calculation & quality review
Two-actuary review on every report. Calculations are documented in a working paper trail that can be reproduced if challenged.
- 05
Draft for clarification
A draft is issued for factual clarification only — not for opinion negotiation. This step protects independence while catching any data errors.
- 06
Signed report & support
The signed PDF report is delivered with an unbound bundle for tender. We remain available for clarifying questions and, on instruction, mediation attendance or oral evidence.