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 [email protected]
www.fortyplus.com.au