Your Financial Statement in 8 Simple Steps
No legal background needed. No confusing forms. Just clear guidance from start to finish. Most people complete their statement in under two hours.
Create Your Free Account
Sign up in under a minute with just your email address. No credit card required—you can complete your entire Financial Statement before deciding to upgrade.
What you'll do:
- Enter your email and create a password
- Verify your email address
- Choose solo mode or invite your ex-partner to collaborate
- Set your basic profile information
Pro Tip
Use an email you check regularly, as we'll send important notifications about your statement progress.
Gather Your Information
Before diving in, it helps to have key documents ready. Don't worry if you don't have everything—you can save your progress and come back anytime.
What you'll do:
- Recent payslips or income statements
- Latest tax return (or Notice of Assessment)
- Superannuation statements
- Property valuations or estimates
- Bank statements (or connect via Open Banking)
- Loan and credit card statements
Pro Tip
Using Open Banking? You can skip gathering bank statements—we'll import that data automatically from your connected accounts.
Complete Your Personal Details
Start with the basics: your personal information, employment details, and relationship information. This forms the foundation of your Financial Statement.
What you'll do:
- Your full legal name and contact details
- Date of birth and address
- Employment status and employer information
- Occupation and income details
- Relationship dates (marriage/separation)
Pro Tip
Be accurate with your personal details—these will appear on your official court document.
Connect Your Banks (Optional)
Save hours of manual entry by connecting your bank accounts through Open Banking. Your account balances and transaction history are imported automatically.
What you'll do:
- Select your bank from our supported institutions
- Log in securely through your bank's portal
- Choose which accounts to connect
- Review imported data and confirm accuracy
Pro Tip
Open Banking uses government-regulated CDR protocols. Your login credentials are never stored by ezysplit—the connection is directly with your bank.
Add Your Assets
Record all assets including property, vehicles, bank accounts, superannuation, and investments. Our AI can help value properties and vehicles instantly.
What you'll do:
- Real property (homes, investment properties, land)
- Motor vehicles (cars, motorcycles, boats)
- Bank accounts and term deposits
- Superannuation balances
- Shares, managed funds, and other investments
- Business interests and other assets
Pro Tip
Remember to include all assets, even those held solely in your ex-partner's name. Full disclosure is required by law.
Record Your Liabilities
Document all debts and financial obligations, from mortgages and car loans to credit cards and personal loans.
What you'll do:
- Home mortgages and investment property loans
- Vehicle finance and personal loans
- Credit cards and store cards
- HECS/HELP debt
- Tax debts and other obligations
- Family loans and informal debts
Pro Tip
Include debts in both names and sole names. Joint debts are particularly important for property settlement negotiations.
Detail Your Expenses
Provide a comprehensive picture of your weekly living expenses. This helps determine financial needs for spousal maintenance considerations.
What you'll do:
- Housing costs (rent, mortgage, utilities)
- Food and groceries
- Transport and vehicle costs
- Health and medical expenses
- Children's education and activities
- Personal and lifestyle expenses
Pro Tip
Be honest and realistic about expenses. Inflating costs can damage your credibility if your statement is scrutinised in court.
Review and Download
Once complete, review your Financial Statement for accuracy. Preview it as a draft, make any final adjustments, then download your court-ready PDF.
What you'll do:
- Review each section for completeness
- Check all calculations and totals
- Preview the draft document
- Make any necessary corrections
- Download the final PDF
- Store securely or send to your solicitor
Pro Tip
Take your time reviewing. Once submitted to the court, changes require filing an amended statement.
Average completion time
Clear, guided steps
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