What sort of documentation should I bring in for an appointment with Kennedy Saunders?

We would like to suggest the sorts of documentation you may need at a meeting with one of our financial advisers, depending on your own circumstances:

  • PAYG Payment summary,
  • Centrelink PAYG Payment summary,
  • Interest received from Financial Institutions
  • Bank account details
  • Dividend statements
  • Work Related Expense receipts
  • Travel diary/Log book
  • Health fund details
  • Super Contributions
  • Rental property details
  • Managed Fund statements

Please contact us for further details for your own particular circumstances

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