Useful links

Purposelink
Find your lost super- this site will help locate any superannuation benefits that have been reported as “lost” to the Tax Office
Tax Office
Complete a fact find questionnaire- completing this form not only saves time during our meeting but also helps navigate your own thought processes about your current position and future goals
Fact Find (Bridgewood)
Complete a risk profile- correctly identifying your tolerance towards risk and understanding the role it plays in your strategy is a crucial part of your strategy. We recommend completing this questionnaire regularly.
Risk Profile
Provide us with an Authority to Access Information
Authority to Access (Bridgewood)
Privacy Policy Statement - Financial Planning services
Statement of privacy policy (Bridgewood)
Budget Planner- use this excel spreadsheet to help maximise your cashflows
Budget Planner
ASX- links to obtain share prices
www.asx.com.au
State Revenue Office
www.sro.vic.gov.au
BT
www.investorwrap.com.au/wrap/investor
Asgard
www.investoronline.info
Colonial First State
www.colonialfirststate.com.au/firstnet/login
Anderson Partners
www.andersonpartners.com.au
Financial services guide (FSG)
FSG v 8.1