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Initial statement assets 2026
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- Click ‘Get Form’ to open the Initial Statement of Assets and Liabilities in the editor.
- Begin by entering the date of the Tribunal Hearing at the top of the form. This is crucial for accuracy.
- In the 'ASSETS' section, start with 'TOTAL OF BANK ACCOUNTS'. List all bank account details including BSB and account numbers, ensuring you show balances as of your appointment date.
- Next, move to 'SHARES'. Provide details for each company where shares are held, including the number of shares and attach any relevant documentation.
- For 'REAL ESTATE', enter the full address and attach a copy of council rates showing valuation.
- Continue with 'MOTOR VEHICLES/TRAILERS/BOATS ETC.' by stating registration numbers and current market values.
- 'TERM DEPOSITS' require listing all deposits along with copies of statements showing balances.
- 'LIABILITIES' should be filled out next, detailing mortgages, loans, credit cards, and other debts owed.
- Finally, ensure all required documentation is attached before submitting your completed form.
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| Versions | Form popularity | Fillable & printable |
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| 2019 | 4.8 Satisfied (131 Votes) |
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public trustee initial assets liabilities
Jun 8, 2026 In most situations, the basis of an asset is its cost to you. The cost is the amount you pay for it in cash, debt obligations, and otherRead more
statements for all financial assets, including but not limited to all investment accounts, retirement accounts, securities, stocks, bonds, notes or obligations