​How to prepare for your meeting
​

What to bring to your first meeting:
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• Identification

          - ​Drivers Licence or another form of photo ID e.g. passport

• Proof of Income 

​          - 2x most recent pay slips
          - Two most recent individual tax returns 
          - Tax File Number 

• Superannuation, Pension & Defined Benefit accounts 

          - ​Recent statements and/or each account number. Can be sourced via your MyGov login (A screenshot or print screen including these details is a great                alternative to statements)

• Recent statements for any Investment accounts ​
• Recent Statements for Insurance Policies ​
• Financial Details 

​          - Details of all bank accounts, including balances
          - Details of any loans & credit cards 
          - Details of Investment properties and/or any shareholdings including account numbers if applicable

• Copies of any existing Estate Planning e.g Will, Power of Attorney & Enduring Guardian. ​ ​
• Self Employed documents

          - ​2x most recent company financial statements 

• Centrelink Income e.g most recent letter/statement and your Centrelink Reference Number (CRN) ​
• ​Self-Managed Super fund 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  ​​

• ​Marriage Certificate (If married within the last 5 years) ​