Step 4

Handover of records

Coordinate existing handover of records

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Drag and Drop or Browse to Upload

Supported formats: csv, xls, xIsx, pdf, word doc

Company_budget.xls

Date: 2026-03-01 Size: 20 MB

30%

Trust_deed.pdf

Date: 2026-03-01 Size: 20 MB

Completed

Investment_strategy.pdf

Date: 2026-03-01 Size: 20 MB

Completed

Annual_financial_statements.pdf

Date: 2026-03-01 Size: 20 MB

Completed

SMSF_tax_return.pdf

Date: 2026-03-01 Size: 20 MB

Completed

Latest_bank_statement.pdf

Date: 2026-03-01 Size: 20 MB

Completed

Loan_document.pdf

Date: 2026-03-01 Size: 20 MB

Completed