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Get Anz Financial Planners Package
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How to fill out the ANZ Financial Planners Package online
This guide aims to provide you with clear and concise instructions on how to effectively complete the ANZ Financial Planners Package online. By following these steps, you will ensure that your application is filled out accurately and meets all necessary requirements.
Follow the steps to complete the ANZ Financial Planners Package online.
- Click 'Get Form' button to retrieve the ANZ Financial Planners Package and access it for editing.
- Begin by filling out your personal details as the applicant. Ensure that all information is accurate, including your name, contact information, and role within the practice.
- Provide financial information, including the last three years of accountant-prepared financial statements for all borrowers and guarantors. If your practice is newer, ensure you submit management accounts for the current year.
- Include cash flow forecasts for the next 1-2 years that clearly show expected loan repayments. This will help establish your repayment capability.
- Attach the last twelve months of bank statements for all trading accounts to provide a comprehensive view of your financial health.
- Complete and sign the personal statement of financial position for each guarantor or director involved in the application.
- Submit the last two years of personal taxation returns or group certificates for each Principal, Director, or Partner to demonstrate income history.
- Gather and attach the latest ATO Running Statement of the main trading entity, which helps verify your business's financial status.
- If requested, provide any additional documents, such as Member Firm Agreements, Trust Deeds, or current certificates of insurance, to support your application.
- Review all entered information carefully to ensure accuracy. Once satisfied, save changes to your form. You may also download, print, or share your completed application as needed.
Prepare your ANZ Financial Planners Package online today and take the next step towards achieving your financial goals.
Some traditional financial advisors have minimum investment amounts they require to work with clients. These can range from $20,000 to $500,000 or even more. Why? Because their fees need to cover their time and expertise, and managing smaller portfolios may not be cost-effective for them.
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