Commonwealth Consolidated Regulations

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FAMILY LAW RULES 2004 - SCHEDULE 5

Experts’ Conferences — Guidelines for expert witnesses and those instructing them in cases in the Family Court of Australia

Schedule 5         Experts’ Conferences — Guidelines for expert witnesses and those instructing them in cases in the Family Court of Australia

(rule 15.69)

Part 1         Introduction

1.1         Purpose of guidelines

                These guidelines are intended to encourage compliance with the provisions of Part 15.5 of the Family Law Rules 2004 and should be read with those Rules.

1.2         Effect of Division 15.5.7 of Rules

                Division 15.5.7 of the Family Law Rules 2004 provides that if 2 or more parties intend to tender an expert’s report or adduce evidence from different expert witnesses about the same, or a similar, question:

        (a)         the parties must arrange for the expert witnesses to confer at least 14 days before the pre-trial conference; and

        (b)         each party must give to the expert witness the party has instructed, a copy of these guidelines.

Part 2         Experts’ conference

2.1         Object of experts’ conference

                The objects of an experts’ conference include:

        (a)         the just, quick and cost effective disposal of the case to which the conference relates;

        (b)         identifying and narrowing issues for determination;

        (c)         shortening the trial and enhancing the prospects of settlement;

        (d)         requiring the expert witnesses to reach a conclusion on the evidence (the joint statement given under paragraph 15.69 (3) (e) of the Family Law Rules 2004 may be used in cross-examination of an expert witness at the trial); and

        (e)         avoiding or reducing the need for the expert witnesses to attend court to give evidence.

2.2         Preparation for an experts’ conference

        (1)         Separate experts’ conferences may be required between experts in different specialities in relation to different issues arising in the case.

        (2)         Subrule 15.69 (2) of the Family Law Rules 2004 provides that the court may, in relation to an experts’ conference, order:

        (a)         which expert witnesses are to attend;

        (b)         where and when the conference is to occur;

        (c)         which issues the expert witnesses must discuss;

        (d)         the questions to be answered by the expert witnesses; and

        (e)         the documents to be given to the expert witnesses, including:

        (i)         Part 15.5 of the Family Law Rules 2004 ;

        (ii)         relevant affidavits;

        (iii)         a joint statement of the assumptions to be relied on by the expert witnesses during the conference, including any competing assumptions; and

        (iv)         all expert’s reports already disclosed by the parties.

        (3)         Any questions to be answered by the expert witnesses at an experts’ conference should be:

        (a)         questions specified by the court or agreed to by the parties and any other question a party wishes to submit for consideration; and

        (b)         framed to resolve an issue or issues in the case.

        (4)         If possible, questions should be capable of being answered with a ‘yes’ or ‘no’ response or, if not, by a very brief response.

        (5)         The documents mentioned in paragraph (2) (e) and any other documents agreed to by the parties should be given to the expert witnesses at least 7 days before the experts’ conference.

2.3         Convening an experts’ conference

        (1)         If the court has not fixed a place and date for an experts’ conference, the parties should fix a mutually convenient date, time and place for the conference.

        (2)         The party who appointed an expert witness must ensure that the expert witness is given a reasonable opportunity to prepare for the experts’ conference and, in particular, the party must ensure that the expert witness is given:

        (a)         an opportunity to clarify with the instructing lawyers or the court any question put to the expert witness; and

        (b)         access to any additional material that the parties are able to provide and that the expert witness considers relevant.

        (3)         The conference should not normally take place until at least 7 days after the expert witnesses have received the documents mentioned in paragraph 2.2 (2) (e) and any other documents agreed to by the parties.

2.4         The role of expert witnesses at an experts’ conference

        (1)         Each expert witness should respond to the questions asked.

        (2)         Each answer by an expert witness must:

        (a)         be based on the facts in the witness statements or affidavits; and

        (b)         set out the assumption on which it is based.

        (3)         For paragraph (2) (b), if there is an alternative result on a different assumption, the expert witness must state this in his or her answer.

        (4)         The expert witnesses may specify in the joint statement required by paragraph 15.69 (3) (e) of the Family Law Rules 2004 , other questions that the expert witnesses believe would be useful for them to consider.

        (5)         If an expert witness has a contrary view to another expert witness, the expert witness should express it.

        (6)         An expert witness should accept as fact the matters stated in witness statements or assumptions submitted to the expert witness.

        (7)         It is not an expert witness’s role to decide any disputed question of fact or the credibility of any witness.

        (8)         If there are competing assumptions, alternative answers may have to be given to a question or questions, specifying which of the assumptions are adopted for each answer.

2.5         Conduct of experts’ conference

        (1)         An experts’ conference should be conducted in a manner that is flexible, free from undue complexity and fair to all parties.

        (2)         The expert witnesses may:

        (a)         appoint one of their number as a chairperson; or

        (b)         if one of the expert witnesses so requests and the parties agree or the court orders, appoint another person to act as chairperson.

        (3)         If secretarial or administrative assistance is requested by the expert witnesses, the parties should provide that assistance.

        (4)         If the expert witnesses agree, one of them or a secretarial assistant may be appointed to take notes at the conference about matters agreed, matters not agreed and reasons for disagreement.

        (5)         The conference may be adjourned and reconvened as necessary.

        (6)         Subrule 15.69 (3) of the Family Law Rules 2004 provides that, at the experts’ conference, the expert witnesses must:

        (a)         identify the issues that are agreed and not agreed;

        (b)         if practicable, reach agreement on any outstanding issue;

        (c)         identify the reason for disagreement on any issue;

        (d)         identify what action (if any) may be taken to resolve any outstanding issues; and

        (e)         prepare a joint statement specifying the matters mentioned in paragraphs (a) to (d) and deliver a copy of the statement to each party.

2.6         Joint statement

        (1)         The joint statement required by paragraph 15.69 (3) (e) of the Family Law Rules 2004 should:

        (a)         be written by the expert witnesses participating in the experts’ conference (the participating expert witnesses ); and

        (b)         be signed by all participating expert witnesses immediately after the conference ends or as soon as practicable after the conference.

        (2)         The participating expert witnesses should not seek advice or guidance from the parties or their lawyers before signing the joint statement.

        (3)         Subrule 15.69 (4) of those Rules provides that if the participating expert witnesses reach agreement on an issue, the agreement does not bind the parties unless the parties expressly agree to be bound by it.

        (4)         Subrule 15.69 (5) of those Rules provides that the joint statement may be tendered by consent as evidence of matters agreed on and to identify the issues on which evidence will be called.

2.7         Role of lawyers

        (1)         Lawyers attending a conference by order of the court or who are approached for advice by an expert witness participating in an experts’ conference should respond jointly and not individually, unless authorised to do so by the lawyers for all other parties with an interest in the conference.

        (2)         Advice may be provided by:

        (a)         responding to any questions in relation to the legal process applicable to the case;

        (b)         identifying documents relevant to the case or experts’ conference;

        (c)         providing further materials on request; and

        (d)         correcting any misapprehensions of fact or any misunderstanding concerning the conference process.



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