Pre Meeting Checklist

To be better prepared for your scheduled appointment at our office, we have compiled the following checklist for your perusal. This will ensure that you have all the documents necessary for our appointment.

 

For all clients, please bring along the following to your meeting (as applied to you) -

• Identification - Driver licence or passport and tax file number.
• Income - the value of your gross income, or a copy of the front page of your last tax return.
• Personal Assets – valuations of your personal assets and any assets outside our management, such as bank balances, value of term deposits, number of listed securities held and so on.
• Superannuation - the current value of your various superannuation accounts held outside our management, or a copy of the last statement received.
• Managed Investments - the current value of your managed investments held outside our management, or copies of Investment Holding statements.
• Insurance - a copy of the last statement/s received.
• Business/Investment Entities - general details of any entities (such as trusts and companies), and the relevant financial statements.

For SMSF clients, please bring along the following to your meeting –

• A copy of the most recent financial statements (if not already provided).

In order to provide advice, all advisers must complete a Client Data Form and update this form every two years. In order to assist in the data collection process, please fill out the following form for us to prefill in preparation for your meeting.

1. Name/s(required)
2. Date of Birth(required)
3. Email(valid email required)
4. Home Address
5. Contact Number(required)
6. Number of Dependants
7. Occupation
8. Gross Annual Income
9. Other Taxable Income
10. Actual or Planned Retirement Age
11. Annual Living Expenses
12. Total Net Financial Assets
13. Lifestyle Assets
14. Total Loans and Liabilities
15. Superannuation Balance
16. Please select the types of general insurance you currently hold
17. Home Contents Motor Vehicle Hospital Hospital Extras (Ancillary/Dental)
18. Do you have personal insurance?||
19. Yes No
20. If you do have insurance, please indicate which type you currently hold||
21. Life TPD Trauma Income Protection Business Other

 

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