Things to Bring

To enable us to provide high quality advice and service it would greatly assist us if you could bring the following items and information to your scheduled appointment.

  • Copies of current loan statements (last six months)
  • Current investment statements
  • Existing insurance policy documents
  • Statement of existing shareholdings
  • Investment property details
  • Bank account details
  • Details of salary and employee benefits (last two pay slips)
  • Current superannuation statements – employer and personal (showing current balances and benefits)
  • Retirements, retrenchment or redundancy payout details
  • Copy of Land Rates Notice
  • If self-employed, copy of last two years Income Tax Returns
Book an Appointment

Accessing Income Solutions Accounting is as easy as clicking to book an appointment and completing our simple online form.

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Book an Appointment

If you have any questions, or would like to book a free initial consultation, please enter your details, and any comments below.

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Things to Bring registration

Please complete the following registration form, and you will receive a confirmation e-mail. We look forward to seeing you at our upcoming event.

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Apply Now:

To apply please fill out the form below, and upload your resume.

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Book an Appointment

If you have any questions, or would like to book a free initial consultation, please enter your details, and any comments below.

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