Sunset over the Biddaddaba valley, Scenic Rim

№ 06 — Resources

Your client portal & useful documents.

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Financial Services Guide

FSG

FSG — Scenic Rim FPPDF · 17 Nov 2025
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New Clients

2026 New Client Info PackPDF
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2026 Meet the Team cardPDF
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Budgeting

MoneySmart Budget PlannerXLS
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Mini BudgetPDF
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Budget Template — completeXLSX
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Authority Forms

Third Party Authority 2026 — SarahPDF
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Third Party Authority 2026 — RobPDF
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ATO & Tax Documents

Notice of Intent to Claim Tax DeductionPDF
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ATO Super Contributions Splitting FormPDF
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ATO — SMSF Rollover Balance SuperPDF
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