Documents
Shared securely between you and your advisers
| Document | From | Updated | Size | Status | |
|---|---|---|---|---|---|
FY26 Individual Tax Return — Sarah FY26_ITR_Sarah.pdf | Harbour Wealth Advisers | 5 Sept 2026 | 482 KB | Awaiting signature | |
Statement of Advice — Super consolidation SoA_Super_2026.pdf | Harbour Wealth Advisers | 30 Aug 2026 | 1.2 MB | Signed | |
Home & contents policy renewal NRMA_Renewal.pdf | Sarah Whitfield | 14 Aug 2026 | 218 KB | No signature required | |
Family Trust deed Whitfield_Trust_Deed.pdf | Harbour Wealth Advisers | 30 July 2026 | 3.0 MB | Signed | |
Will — James Whitfield Will_James_2026.pdf | Harbour Wealth Advisers | 2 July 2026 | 156 KB | Awaiting signature |