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Notes on financial disclosure

Articles on financial disclosure in South African family law — what the courts expect, and how to prepare properly.

Calculator and source records for a financial review

27 October 2026

From financial records to a reviewed disclosure

A records-first checklist for bank statements, balances and supporting documents — without treating every credit as income.

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Financial statements arranged for a document review

27 October 2026

Explaining business interests and money received

A practical separation of ownership, profit, drawings, company-paid expenses and loan accounts before disclosure.

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People exchanging a financial records folder

27 October 2026

Retirement records and separate disclosures for mediation

Keep fund interests distinct from pension income, and let each party prepare their own reviewable financial picture.

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The columned facade of a South African high court in golden morning light

14 October 2026

The Gauteng directive: when financial disclosure is required

The qualified financial-disclosure requirement in Gauteng opposed divorce and Rule 43 matters, and the separate regional-court position.

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A calculator, notebook of household figures and receipts on a kitchen table

14 October 2026

How to complete Section 3: the monthly maintenance schedule

Review the monthly maintenance schedule with source records, clearly apportioned household costs and explanations of estimates.

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A brass magnifying glass resting on a stack of financial statements

14 October 2026

When a spouse hides income: what the courts do about it

Concealed income and undisclosed assets are the oldest tactics in maintenance disputes. How standardised financial disclosure exposes them, and what remedies the courts have.

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Two people exchanging a folder of documents across a wooden table

14 October 2026

Why proper financial disclosure matters in interim maintenance

A short introduction to the duty of full and frank disclosure in Rule 43 and Rule 58 applications, and why a structured form protects both sides.

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