Most of the information you need to provide is straightforward such as your name and address. 

We’ve found that people struggle most with providing their Tax File Number (TFN) so we suggest digging this up before you start. (FYI: you can find your TFN on your tax statement)

We also ask for your income and expenses - these numbers need only be estimates so don’t worry about putting together a complete yearly budget (though this could be a useful task)!

Did this answer your question?