Offshore de facto financial aspect document queries

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  • 1 Post By miniature.moose

Offshore de facto financial aspect document queries

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  #1 (permalink)  
Old 08-27-2011, 02:57 PM
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Offshore de facto financial aspect document queries

We met in 2007 and officially started our relationship 2008 and since then we've been doing a long-distance relationship and meet every 2 months.
In May 2010, we started a 10month travel and still leaving together up to now and this makes us qualify to apply for a de facto visa this coming October offshore which means that I need to exit the country by then however the main issues are our financial documents and the nature of our household.

Financial Aspects Of Relationship-Statement (explaining the following supporting documents)
- Evidence of joint finacial commitments & responsibilities
(joint bank account/ joint bill/ joint insurance etc)

1. We just opened our joint account July this year and outstanding balance is below AUD500. Will this be sufficient?

2. Since I can't work here, he is paying for all our expenses. Do we need to make a statutory statement for this as a proof of our commitment to support each other when reality is, he is the only partner financially supporting and I don't share anything? I did share some expenses during our travel but we already threw the receipts and so as the money changer's receipt so we don't have a valid document to present.

3. We don't have a joint bill/utility bills etc. Will it help us or will it be sufficient as a proof if we'll change his utility bill under my name which will be 2 months old by the time will lodge the visa this October? In addition, if he'll put me as a supplementary holder on his credit/debit card, will this be considered sufficient considering the maturity of such document?

The Nature Of Our Household
Statement (explaining the following supporting documents, outlining how the housework is distributed)
(joint Lease Agreement/ Reference letter from our previous landlord/joint utilities account/ correspondence addressed to us ...)

1. He owns the house so I don't share any responsibilities nor ownership to it. We are working on the utility bill (as mentioned above).

2. Will a statement showing the hotel charges during our travel be considered an evidence of shared accommodation?

This is giving us a major grief to the point of having millions of sleepless nights. Giving inconvenience to friends for taking time to fill out form 888 and providing their own identification. The shame of asking a JP to certify tons of documents. Sometimes it would spoil a special day or holiday when this topic is mentioned by one partner but we need to face reality.

Thank you for taking time to read and giving us your best advice.

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Old 08-27-2011, 03:28 PM
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Location: Melbourne
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Not all couples have the same financial situation and the fact is that rarely do couples have 50/50 finances. You don't need a joint account for the visa, it's just an example of how you can show that your finances are connected.

It doesn't matter if one person pays for more than the other. My husband paid for maybe 10% of everything we bought, and I (the sponsor) pay for almost everything, including the medical check, his working holiday visa, and the partner visa. It doesn't matter what your financial situation is, just give the relevant evidence. My partner and I also only had a small amount of money in our joint account, but we only used this acount once (to buy a computer together). All the rest I paid for on my own account.

"Will it help us or will it be sufficient as a proof if we'll change his utility bill under my name which will be 2 months old by the time will lodge the visa this October? In addition, if he'll put me as a supplementary holder on his credit/debit card, will this be considered sufficient considering the maturity of such document?"
This is a good idea for additional evidence, but don't stress if you can't get it done.

Make a statutory declaration explaining how your finances work, or just explain in your history of relationship statements.

The evidence that you have for the nature of the household sounds fine:
letters to the same address, stat decs, bills under his or both your names, hotel receipts, ect.

Don't stress, I think your evidence sounds solid

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Old 09-02-2011, 02:33 PM
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Hi Britney,

I hope you don't mind me muscling in on your thread... maybe some response I get will be relevant to you too (that's the hope anyway).

Doing the horrible statements for financial aspects, social context and nature of the household at the moment and don't seem to have that much evidence. Maybe you can let me know if the following things are suitable or if you have any other suggestions? It would be greatly appreciated!

Financial aspects:
My partner pays the rent as I can't work in Germany. We share the cost of groceries, social activities, etc (I use my savings). We lived at his parents for 4 months, 3 of which will contribute to our 12 month period of cohabitation. Struggling to find evidence for this as we did not pay rent as we were both unemployed at the time. We have been together over 4 years and have lived together on and off as visas permitted but the gaps in between periods of co-habitation make them invalid I that right? Anyway...evidence:

- statements from joint bank account opened in December 2010 showing shared cost of day-to-day expenses
- Receipts/evidence of monetary transfers for furniture, washing machine, navigation system
- Costs of flights etc? We didn't share the cost but maybe the fact that we've both spent a lot of money to be together is worth something???
- Should I include the receipts for my German language courses? I paid for them myself so not sure if that helps or not...spent around €850 on them
-any other suggestions? Not really sure we have much evidence

Nature of the household:
- bank statements in both our names to same address
- individual documents to same address
- local authority registration: basically shows us both signed up to the same address (but the date is incorrect!)
- statement on who does what around the house. How specific should this be?
- No joint rental contract or utilities as I only had a bridging visa and no allowance to work when we moved in. Asked if we could both be on rental contract but not permitted.
-We have even less evidence for the time while we were living at his parents' house except for local authority registration, documents to the same address (not jointly addressed)
- Any other suggestions?

Social context:
we have more evidence here as we have been together for over 4 years, not sure what is really relevant though:
- joint invitation to a friend's wedding
- facebook relationship printout showing mutual friends, events attended together, etc
- photos. We have tonnes but guess we'll only send a dozen or so. What do you think?
- accommodation/flights when we have traveled together
- some scanned concert, festival and movie tickets (does this make sense?).Figured out that we have seen 50 movies together at the cinema (so that's where all our money goes ;p), several concerts, festivals, plays, etc- do they even care about stuff like that? It says cultural/social activities...I assume that fits...
- we have two stat decs, one by my mum and one by one of my friends but the Berlin website says not to post them until requested (odd?) they're still in Oz due to the new 6week validity period
- statement saying that Hendrik has met/lived with my family and I with his. We are within one anothers friend circle. Celebrated birthdays, Christmases, etc with each others families. I attended the funeral of his paternal grandmother to provide support to Hendrik and his father. My parents have met his parents and remain in contact.
- I have a copy of my tax return summary listing Hendrik as my De facto partner- not sure if that falls under social context or financial...
- He was my driving supervisor for all of my log book hours for my license - don't know what happened to my log book though
- membership at the same gym

Ok, if you got through all that you're amazing!!!! Any advice, tips, or admonishments welcome!! . Also happy to know if some things I've included are pointless or under the wrong category.


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  #4 (permalink)  
Old 09-06-2011, 11:30 PM
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I really appreciate all your help! I will get back to you later with some clarifications as I am in a hurry right now but really need to clear this before I go. We started our travel May 15, 2010 and until FEb 24, 2011 and up to now we are living in Australia. They sais the period of travel is not considered for the 12-month relationship requirement which means that we are considered as having a de facto relationship for 7months from Feb 24 up to now. Is that true?

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