Required Information

Required Information

To help achieve the most from your initial meeting we ask that you gather the following information and email back to us ahead of time. Please note if you are unable to gather your financial documents before your initial meeting it is best to cancel and reschedule until all your documentation is compiled.

✓ Identification – copy of your driver’s license(s). If not available, then passport/proof of ID card.

✓ Superannuation – copy of your most recent superannuation fund. If you have multiple funds, please provide statements for all funds.

• • If you cannot find a statement, please obtain:
• • • • Approximate account balance
      • Membership number
      • Fund provider
      • Risk profile.

✓ Investments – do you own managed funds, direct shares or an investment property?

• • If so, please provide us with
    • • Most recent statement
      • Share holder Reference Number (SRN)
      • Purchase price
      • Date of purchase
      • Number of units
      • Rental Income

✓ Personal Insurance – do you have any life, total and permanent disability (TPD), income protection or trauma insurance? If so, please provide policy statements.

✓ General Insurance – please provide statements (if applicable) for:

• • Private health insurance
  • Home and contents insurance
  • Car, boat, caravan, motorbike insurance
  • Business insurance

✓ Debt (Mortgage, Personal Loan, Credit Cards) – please provide:

• • Home/Investment loan statements
  • Credit card statement(s)

✓ Tax Return

• • Most recent tax return including tax file number (TFN)
  • Payment summary from your employer.
  • Employment contract and/or last 3 pay slips

✓ Estate Planning – a copy of your will, powers of attorney.

✓ Anything else you feel may be relevant.

If you any questions do not hesitate to contact us: admin@singletonfinancial.com.au

Suite 9, John Street, Singleton NSW 2330
E admin@singletonfinancial.com.au     P 02 4038 1623
www.singletonfinancial.com.au | www.andrewsaccountants.com.au

Liability limited by a scheme approved under the Professional Standards Legislation.
Singleton Financial Planning and its advisers are Authorised Representatives of RI Advice Group Pty Ltd. ABN 23 00 774 125 AFSL 238429.
This information (including taxation) is general in nature and does not consider your individual circumstances or needs.
Do not act until you seek professional advice and consider a Product Disclosure Statement