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In preparation for your meeting with Elliot Watson we ask that you have ready the following information:

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.

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.

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