Forms and Documents
Client Application and Profiling Forms
- Financial Plan Questionnaire
- Superannuation Risk Profile
- Investment Risk Profile
- Personal Insurance Needs Analysis
- Debt Needs Analysis
- General Insurance Referral Form
- Health Insurance Referral Form
- Estate Planning Assistance Form
- Book a Coffee
Compliance Disclosure
Supporting Documents
- Authority to Access Information Form
- Bank Statements Retrieval
- Cashel Supporting Document Collection Instructions
- Personal Credit Reports
- Taxation Notice of Assessments
- Estimated Real Estate Valuations
- Find unclaimed money, shares and insurance policies
- Find unclaimed money held by the NSW Office of State Revenue
- Find unclaimed money held by the State Revenue Office of Victoria
- Find unclaimed money held by the Queensland Public Trustees
- Find unclaimed money held by the Western Australian Department of Treasury
- Find unclaimed money held by the Northern Territory Treasury
- Find unclaimed money held by the ACT Public Trustee and Guardian
- Find unclaimed money held by the South Australian Department of Treasury
- Find unclaimed money held by the Tasmanian Public Trustees
Cashel Managed Investment Accounts
- Xplore WRAP Product Disclosure Statement
- Xplore WRAP Investment Guide
- Xplore WRAP Additional Information Booklet
- Change of Details Form
- In Specia Transfer Form
- Direct Debit Form
- Change of Linked Bank Account Form
- Linear Managed Accounts Product Disclosure Statement
Cashel Super and Pension Fund Forms
- Product Disclosure Statement
- Investment Menu
- Accumulation Fund Application Form
- Pension Fund Application Form
- Lost Super Form
- Payment of Unclaimed Super Form
- Superannuation Rollover Request
- Member Contribution Instructions Form
- Direct Debit Request Form
- Investment Option Switching Form
- Special Investment Approval Request Form
- Benefit Payment Request Form
- Change Of Member Details including Nomination of Beneficiaries Form
- Transfer Of Superannuation Benefit Request Form
Insurance Forms
- Change of Servicing Adviser Form
- Life, Temporary Permanent Disability and Income Protection Application_Form (AIA)
- Update Direct Debit Form
- Cancel Old Policy Form
- Health Insurance Application Form
- Car, Home, Travel and General Insurance Application Form
Estate Planning Forms
Audit and Accounting Forms
- Tax File Number Application
- Annual Tax Filing Assistance Form
- Portfolio Audit and and Accounting Engagement Forms for Trusts, Companies and SMSF
- SMSF Closure Engagement Form
Useful Cost Savings Links
Platform Supplier Forms and Documents
- Netwealth Forms and Documents
- ClearView Forms and Documents
- AIA Forms and Documents
- Linear Asset Management Forms and Documents