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)
- 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. firstname.lastname@example.org