myfile - fortyplus · 2019. 8. 1. · myfile all y eor i e le. the purpose of this file is to...

MyFileAll your records in one place

The purpose of this file is to provide a comprehensive and up to date record of your personal information. It will provide a valuable reference –

In the event that you are away or incapacitatedOnce you have recorded your personal information it will be available to help your loved ones to step in and manage your affairs without the time consuming and difficult task of locating the necessary information.

To assist your executor to administer your WillThis file will also assist the executor of your estate and minimise the time and expense involved in administering your Will.

For couples about their legal and financial affairsThis file may also provide a useful reference point in understanding and keeping track of information.

Completing Your FileThere is room in this file to record a range of information. You may choose not to complete some sections if you have recorded this information elsewhere, or simply because you do not feel it is necessary to record it. Use the file in a way that is most appropriate and suitable for your needs.

Storing Your FileStore this file in a safe place, but be sure to let your loved ones know where it is kept. There is room in the file to record the location of many important documents (such as birth and marriage certificates). However, it is not necessary to store those documents with this file. In fact, for security purposes, you may choose to keep those documents in a separate, secure filing cabinet or safe deposit box.

Keeping Your File Up To DateYou should review your file regularly (for example, once every year) to ensure that it is up to date. You may wish to use the table below to record when and who updates the file.

Updated By Date

3 Part a – Personal Details© Copyright FortyPlus Pty Limited 2019

PART A – PERSONAL DETAILS

Name

Name

Address

Phone Number

Phone Number

Medicare Number

Medicare Number

Driver’s Licence Number

Driver’s Licence Number

Email Address

Email Address

Tax File Number

Tax File Number

Passport Number

Passport Number

Date of Birth

Date of Birth

Your Details

Your Partner’s Details

4 Part B – Family & FrienDs © Copyright FortyPlus Pty Limited 2019

PART B – FAMILY & FRIENDS

Name

Name

Children

Other Relatives and Close Friends

Contact Phone Number

Contact Phone Number

5 Part C – legal aFFairs© Copyright FortyPlus Pty Limited 2019

PART C – LEGAL AFFAIRS

Date Signed

Will

Executor(s)

Executor 1

Executor 2

Stored

Copy Held By

Name

Name

Address

Address

Phone

Phone

6 Part C – legal aFFairs © Copyright FortyPlus Pty Limited 2019

Date Signed

Date Signed

Date Signed

Guardianship

Power of Attorney

Advanced Health Care Directive

Stored

Stored

Stored

Copy Held By

Copy Held By

Copy Held By

PART C – LEGAL AFFAIRS

7 Part C – legal aFFairs© Copyright FortyPlus Pty Limited 2019

Birth Certificate

Marriage Certificate

Divorce/Decree Nisi

Passport

Property Title(s)

Insurance Policies

Superannuation Statements

Share Certificates

Most Recent Tax Return

Motor Vehicle Registration(s)

Loan/Mortgage Contract(s)

Safe Deposit Box

Other Important Documents

Where It’s Kept

Details

Copy Held By

PART C – LEGAL AFFAIRS

8 Part D – FinanCial aFFairs: assets © Copyright FortyPlus Pty Limited 2019

PART D – FINANCIAL AFFAIRS: ASSETS

Property

Cash in Bank Accounts

Address of the Property

Name of Bank BSB Number Bank Account Number

Name of Any Joint Owner(s)

Names of Any Joint Owner(s)

9 Part D – FinanCial aFFairs: assets© Copyright FortyPlus Pty Limited 2019

Shares

Other Investments

Name of Company

Name of Financial Institution

Number of Shares

Account or Reference Number

Names of Any Joint Owner(s)

Names of Any Joint Owner(s)

PART D – FINANCIAL AFFAIRS: ASSETS

10 Part D – FinanCial aFFairs: assets © Copyright FortyPlus Pty Limited 2019

Business Interests

Other Significant Assets

Business

Item(For example, expensive motor vehicles, artwork, jewellery etc)

Details Names of Any Joint Owner(s)

Names of Any Joint Owner(s)

PART D – FINANCIAL AFFAIRS: ASSETS

11 Part e – FinanCial aFFairs: liaBilities© Copyright FortyPlus Pty Limited 2019

CreditorType of Liability(Mortgage, Personal Loan, Credit Card etc) Name(s) of Anyone Jointly Liable

PART E – FINANCIAL AFFAIRS: LIABILITIES

(Including loans from a bank, credit cards or loans from family members)

12 Part F – FinanCial aFFairs: regular Bills © Copyright FortyPlus Pty Limited 2019

PART F – FINANCIAL AFFAIRS: REGULAR BILLS

Electricity

Account NumberProviderFrequencyWeekly, monthly, quarterly etc)

Water

Insurance: Home & Contents

Insurance: Health

Insurance: Motor Vehicle

Phone: Landline

Phone: Mobile

Cable & Internet Service Provider

Payment Method(Credit card, direct deposit, automatic deduction)

13 Part F – FinanCial aFFairs: regular Bills© Copyright FortyPlus Pty Limited 2019

ForPayment ToFrequencyWeekly, monthly, quarterly etc)

Payment Method(Credit card, direct deposit, automatic deduction)

Other Regular Bills

PART F – FINANCIAL AFFAIRS: REGULAR BILLS

14 Part g – emPloyment Details © Copyright FortyPlus Pty Limited 2019

PART G – EMPLOYMENT DETAILS

Employer

Employer

Address

Address

Phone Number

Phone Number

Commencement Date

Commencement Date

Your Employment Details

Your Partner’s Employment Details

15 Part H – insuranCes© Copyright FortyPlus Pty Limited 2019

PART H – INSURANCES

Home & Contents

Motor Vehicle

Health

Life

Income Protection

Total & Permanent Disability

Insurer

Insurer

Insurance

Type

Policy Number

Policy Number

Other Insurances

Insurances

16 Part i – ProFessional serviCe ProviDers © Copyright FortyPlus Pty Limited 2019

PART I – PROFESSIONAL SERVICE PROVIDERS

Accountant

Financial Planner/Adviser

Lawyer

Other

Other

Name

Name

Name

Name

Name

Address

Address

Address

Address

Address

Phone Number

Phone Number

Phone Number

Phone Number

Phone Number

17 Part J – Personal serviCe ProviDers & traDes© Copyright FortyPlus Pty Limited 2019

PART J – PERSONAL SERVICE PROVIDERS & TRADES

Doctor

Dentist

Medical Specialist

Optometrist

Podiatrist

Name

Name

Name

Name

Name

Address

Address

Address

Address

Address

Phone Number

Phone Number

Phone Number

Phone Number

Phone Number

18 Part J – Personal serviCe ProviDers & traDes © Copyright FortyPlus Pty Limited 2019

Hairdresser

Vet

Mechanic

Electrician

Plumber

Name

Name

Name

Name

Name

Address

Address

Address

Address

Address

Phone Number

Phone Number

Phone Number

Phone Number

Phone Number

PART J – PERSONAL SERVICE PROVIDERS & TRADES

19 Part J – Personal serviCe ProviDers & traDes© Copyright FortyPlus Pty Limited 2019

Other

Other

Other

Name

Name

Name

Address

Address

Address

Phone Number

Phone Number

Phone Number

PART J – PERSONAL SERVICE PROVIDERS & TRADES

20 Part K – in tHe event oF DeatH © Copyright FortyPlus Pty Limited 2019

PART K – IN THE EVENT OF DEATH

Name

Name

Name

Name

Name

Address

Address

Address

Address

Address

People to be informed include

Phone Number

Phone Number

Phone Number

Phone Number

Phone Number

21 Part K – in tHe event oF DeatH© Copyright FortyPlus Pty Limited 2019

Notes and special instructions

PART K – IN THE EVENT OF DEATH

Suite 03, Level 15, 45 Clarence Street, Sydney NSW 2000 P 02 9252 5405 E info@fortyplus.com.au

www.fortyplus.com.au