​Required Documents

1. Identification

• Driver’s licence or another form of photo ID (e.g. passport)

2. Proof of Income

• Two most recent pay slips

• Two most recent individual tax returns

• Tax File Number

3. Superannuation, Pension and Defined Benefit Accounts

• Recent statements and/or each account number

• These can be sourced via your MyGov login (a screenshot including these details is acceptable)

4. Investment Accounts

• Recent statements for any investment accounts

5. Insurance Policies

• Recent statements for insurance policies

6. Financial Details

• Details of all bank accounts, including balances

• Details of any loans and credit cards

• Details of investment properties and/or shareholdings, including account numbers if applicable

7. Estate Planning

• Copies of any existing estate planning documents (Will, Power of Attorney, Enduring Guardian)

8. Self-Employed Documents

• Two most recent company financial statements

9. Centrelink Income

• Most recent Centrelink letter or statement

• Centrelink Reference Number (CRN)

10. Self-Managed Super Fund (SMSF) Details

• Trust deed including any variation deeds

• Most recent investment strategy

• SMSF loan agreement (if relevant)

• Details of any personal guarantees

• Two most recent SMSF financial statements

• Two most recent SMSF tax returns

11. Marriage Certificate

• If married within the last 5 years