Forms and Documents
Account Opening Forms
Client Profiling Forms
- Financial Questionnaire
- Debt Needs Analysis
- Insurance Needs Analysis
- Investment Risk Profile Questionnaire
- Bank Statements Retrieval
- Authority to Access Information
Compliance Disclosure
Supporting Documents
- 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
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
Superannuation Forms
- Xplore Super WRAP Product Disclosure Document
- Xplore Super Investment Guide
- Xplore Super Member Guide
- Xplore Super Accumulation Account Manual Application Form
- Xplore Super Pension Account Manual Application Form
- Lost Super Form
- Payment of Unclaimed Super Form
- Member Contribution Instructions Form
- Direct Debit Request Form
- Change of Member Details Form
- Verification of Identity Form
- Investment Option Switching Form
- Special Investment Approval Request Form
- Nomination of Beneficiaries Form
- Death Benefit Form
- Financial Hardship Form
- Benefit Payment Request Form
- Income Stream Application Form
- Benefit Payment 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