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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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