Forms and Documents
Account Opening Forms
Client Profiling Forms
- Financial Questionnaire
- Debt Needs Analysis
- Insurance Needs Analysis
- Investment Risk Profile Questionnaire
- Authority to Access Information
Compliance Disclosure
Supporting Documents
- Cashel Supporting Document Collection Instructions
- Bank Statements Retrieval
- 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 Superannuation – Member Forms
- Join Cashel Super
- Cashel Super Product Disclosure Statement
- Cashel Super Investment Menu
- Manual Application Form
- Choice Form for Cashel Super Fund Form
- Find, Consolidate and Rollover Form
- Contribution Instructions
- Statement of Compliance
- Direct Debit Request and Variation Form
- Investment Option Switching Form
- Default Income Protection Variation Form
- Default Insurance Cancellation Form
- Income Protection Claim Form
- TPD Claim Form
- Death Claim Form
- Default Insurance Reinstatement Form
- Change of Details Form
- Providing ID Fact sheet
- Death Benefit Form
- Benefit Payment Request Form
- Nomination of Beneficiaries Form
- Financial Hardship Form
- Special Approval Request Form
- Lost Super Rollover Form
Cashel Superannuation a division of max MySuper
- max MySuper trust deed (Cashel Super is a division of max MySuper)
- max MySuper Forms
- Tideswell Financial Services Governance
Cashel Superannuation – Employer Forms
Cashel Family Office Managed Accounts Forms
- Cashel (Linear) Managed Accounts Product Disclosure Statement
- Broker to Broker Transfer Form
- Transfer holdings from Issuer Sponsor Holdings (SRN) Form
- In Specie Transfer 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
- 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