Evidence of shared finances and expenses when applying for the partner visa 820

Go Back   Living and Working in Australia Forum With Immigration and Travel Information > Living in Australia > Visas and immigration

Visas and immigration The Australia Forum for visas, immigration and migration to Australia. Please use this section to discuss all your immigration and moving to Australia needs. Discuss visa types, time lines, submission dates, police checks and read our members' immigration success stories here.

Like Tree2Likes
  • 1 Post By GadoGadoGal
  • 1 Post By Mish

Evidence of shared finances and expenses when applying for the partner visa 820

Closed Thread
LinkBack Thread Tools
  #1 (permalink)  
Old 12-28-2014, 02:54 AM
Senior Member
Join Date: Jul 2013
Posts: 111
Users Flag! From germany

21 likes received
89 likes given
Evidence of shared finances and expenses when applying for the partner visa 820

Hi everyone,
I am going to apply for the partner visa (820) in Australia.
According to the document checklist i will need to prove that my partner and I shared finances,as well as household bills and day-to-day living expenses (e.g.:grocery shopping).
How exactly can I do this?
We do have a joint bank account (for more than one year) and i have a document showing what day we opened it and one with the last current balance.
We have a rental agreement and i collected the receipts from the grocery shopping. However, those receipts are faded, because they are so old.
The thing is that none of this is showing that the money for our expenses was paid out of our account.
So i was thinking about an account overview/statement for the entire year.The difficulty here is that, because we had the account for so long, this overview is pretty long (12 pages). We had this account while we were living in Germany so i will have to get the overview translated for the immigration.This will be very expensive due to the amount of pages.
I was wondering if it is possible to create a summary or to shorten the overview to create an extract translation.That is to say to just pick the first and last month and a month in-between where all transactions are shown.
Would this be accepted by the immigration?
Do i necessarily need this account overview or is there another way of proving the shared finances and expenses?
Any help would be very appreciated!

  #2 (permalink)  
Old 12-28-2014, 03:41 AM
GadoGadoGal's Avatar
Senior Member
Join Date: Nov 2014
Location: ACT, California & Colombia
Posts: 283
Users Flag! From usa

100 likes received
178 likes given
Hi sina1308,

Providing three or four representative joint account statements sounds good. Others on the forum have done the same, selecting statements showing expenses for things that clearly benefit both of you (e.g. rent payments, utility payments, groceries, travel), and the same from both of your individual accounts if those were used for joint expenses before you had the joint account. They've also printed these statements out, highlighted the relevant or most important transactions, and then scanned it to PDF. Matching a few receipts or boarding passes, etc to what are shown on the statements would make them more meaningful, I think, than a bunch of grocery receipts with no context. You could also include a written statement in prose explaining the financial aspects of your relationship that provide context for the evidence that you send. This could also allow you to explain some things that are difficult to show through evidence, for example a time when you might've needed to pay for things from an individual account rather than the joint account.

I did a quick search of the forum for 'financial evidence'. Several posts and threads came up where you can likely find great suggestions. Here is one: http://www.australiaforum.com/visas-...tml#post711217
Here is another in a blog (scroll down to the Financial Aspects section): Things We Included in Our Australian Partner Visa (820) | More Than One Page

On page 40 of the 1127 Partner Migration Booklet on the DIBP website they also provide a few examples. Joint expenses are one part of showing the financial aspects of the relationship, but DIBP considers others as well: http://www.immi.gov.au/allforms/pdf/1127.pdf

I hope this helps. I am sure senior members will provide further input and suggestions.

sina1308 likes this.

Visa: 820/801 Partner (Married)
Nationality: U.S./Netherlands
Applied: Online, Onshore, No Agent
Application Date: 23 March 2015
Police Checks: 26 March 2015
Medicals: 21 August 2015
Visa Grant Date: 13 September 2016 (801)

Last edited by GadoGadoGal; 12-28-2014 at 05:09 AM.

  #3 (permalink)  
Old 12-28-2014, 04:57 AM
Join Date: Jan 2013
Location: Australia
Posts: 11,213
Users Flag! From australia

3687 likes received
1175 likes given
What we did was provide the joint bank account. We didn't provide the receipts for anything as on the statement it showed where it was spent at ie. Woolies, Big W etc.

Other items you can also show is joint bills ie. Teltra, Electricity etc.

Also incase you aren't aware partner visa fees will be going up on 1 January 2015.

sina1308 likes this.

Sponsored Links
  #4 (permalink)  
Old 12-29-2014, 02:59 AM
Senior Member
Join Date: Jul 2013
Posts: 111
Users Flag! From germany

21 likes received
89 likes given
Thank you so much for your help GadoGadoGal !
I had a look at your links and they are very useful.
I appreciate your effort

  #5 (permalink)  
Old 12-29-2014, 03:02 AM
Senior Member
Join Date: Jul 2013
Posts: 111
Users Flag! From germany

21 likes received
89 likes given
Also incase you aren't aware partner visa fees will be going up on 1 January 2015.[/QUOTE]

I already know this but thanks anyway Its really a shame cause I am going to apply for the visa at the end of January and won't be able to make it any earlier. :/

Closed Thread

Thread Tools

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are On

Similar Threads
Thread Thread Starter Forum Replies Last Post
Shared finances dejainc Visas and immigration 6 06-17-2014 03:20 AM
Enough evidence for 820 partner defacto visa? Jojo_123 Visas and immigration 11 02-12-2014 11:06 AM
Enough evidence for 820 visa?? (applying onshore) shell_32000 Visas and immigration 9 10-02-2013 05:56 AM
Evidence: shared household/finances Nelly87 Visas and immigration 3 07-02-2012 03:07 AM
Finances when applying for propective marriage visa nicolas2608 Visas and immigration 1 04-07-2011 02:17 PM

By using this Website, you agree to abide by our Terms and Conditions (the "Terms"). This notice does not replace our Terms, which you must read in full as they contain important information. You must not post any defamatory, unlawful or undesirable content, or any content copied from a third party, on the Website. You must not copy material from the Website except in accordance with the Terms. This Website gives users an opportunity to share information only and is not intended to contain any advice which you should rely upon. It does not replace the need to take professional or other advice. We have no liability to you or any other person in respect of any content on this Website.

All times are GMT. The time now is 03:57 AM.

Powered by vBulletin®
Copyright ©2000 - 2020, vBulletin Solutions, Inc.
vBulletin Security provided by vBSecurity v2.2.2 (Pro) - vBulletin Mods & Addons Copyright © 2020 DragonByte Technologies Ltd.