How to prepare for your meeting

What to bring to your first meeting:

​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

"An award winning firm for good reason! I was made to feel valued and supported in relation to my financial needs." — Katherine

"An award winning firm for good reason! I was made to feel valued and supported in relation to my financial needs." — Katherine

"Very appreciative of the professionalism and dedication from Phil and his team at Hunter Financial. Outstanding service can’t do enough for you." — Glen

"Very appreciative of the professionalism and dedication from Phil and his team at Hunter Financial. Outstanding service can’t do enough for you." — Glen

"Phil and the team at Hunter Financial are amazing! So much support and helpful advice with all things finance. Could not recommend enough!" — Brady

"Phil and the team at Hunter Financial are amazing! So much support and helpful advice with all things finance. Could not recommend enough!" — Brady

"After a review meeting with Phil and Kelly today, l feel confident that l am on the right track and am being kept up to date with my finances." — Deb

"After a review meeting with Phil and Kelly today, l feel confident that l am on the right track and am being kept up to date with my finances." — Deb

"Phil and the team have been awesome to work with. Their communication and assistance is fantastic and we are so glad we came to Hunter Financial." — Heath

"Phil and the team have been awesome to work with. Their communication and assistance is fantastic and we are so glad we came to Hunter Financial." — Heath

"Phil and his staff are not only wonderful at what they do, but are welcoming and friendly." — Paul

"Phil and his staff are not only wonderful at what they do, but are welcoming and friendly." — Paul