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.

    captcha

      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.

      captcha

        Get your webinar link

        Please complete the following form, and you will receive a confirmation e-mail containing your link.

        captcha

          Apply Now:

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

          captcha

            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.

            captcha