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Total Size

213.6 MB

Total Files

261

Hash

5D5E8679DD31AA1F7FB2F49128EE6A152D1E425F

/.../Munro Super Fund/

SoA Request Donna.zip

1.9 MB

munro fna.pdf

1.3 MB

Munro Super Fund SoA - Final.doc

675.8 KB

Munro Super Fund SoA.doc

375.8 KB

Chahin changes 0109.xls

35.8 KB

chahin file note.doc

31.2 KB

/Office Buddy/Portfolio Implementation/

Portfolio Implementation H1.doc

803.8 KB

Portfolio Implementation H7.doc

747.5 KB

Portfolio Implementation H6.doc

223.7 KB

Portfolio Implementation H5.doc

220.2 KB

Portfolio Implementation H2 (Super and AP).doc

219.6 KB

Portfolio Implementation H4.doc

219.1 KB

Portfolio Implementation H2 (UT).doc

218.1 KB

Portfolio Implementation H3.doc

207.9 KB

/.../Pylo Steel Super Fund/

pylo steel fna.pdf

3.3 MB

Pylo Super Fund SoA - Final.doc

682.5 KB

Pylo info from adviser.pdf

287.3 KB

Pylo SoA - Part 1.doc

269.3 KB

Pylo info- PDF.pdf

78.3 KB

Pylo notes.doc

47.6 KB

Pylo info - CSV.xls

39.2 KB

/Office Buddy/SoA Invoices/

SoA Invoice - Pylo Steel.xls

32.8 KB

SoA Invoice Template.xls

32.8 KB

SoA Invoice - Munro.xls

32.8 KB

/Office Buddy/

attachments_2009_01_01.zip

11.5 MB

attachments_2009_03_16.zip

2.6 MB

Horizon Templates.zip

1.6 MB

Example Fee Schedule.pdf

1.4 MB

Non Appvd Products and Disclaimers.pdf

787.3 KB

OFS SoA Template 10-2008.doc

446.5 KB

Wrap Menu.xls

309.2 KB

MasterKey Investment Managers.doc

270.3 KB

First Draft - Parraplanning Advert.pdf

179.7 KB

Independent Contractor Agreement.doc

146.9 KB

20090217122053111.pdf

144.6 KB

Paraplanning Fee Schedule.doc

37.4 KB

MasterKey Horizon Summary.doc

32.3 KB

Office Buddy fee breakdown.xls

15.9 KB

/OFS/Allen, Charles/

Allen DCF (Bryan Moss) - use this.doc

4.0 MB

Allen, Charles SoA.doc

2.9 MB

Allen,_C_-_Fact_Find_100609[1].pdf

1.7 MB

Allen SoA Request (Bryan Moss).doc

122.9 KB

Allen, Charlie - Meeting notes.doc

22.0 KB

/.../Barrett, Ron & Margaret/

Barrett, Ron & Wendy SoA.doc

2.1 MB

Barrett - Snowball_eWrap_PVs,_Benefit_Componetsn_and_CEntrelink_Schedule[1].pdf

663.4 KB

Barrett - Product_Relacement_Product_Files_Notes_-_Rest_&_Mercer[1].pdf

515.8 KB

Barrett, Margaret & Ron SoA 12.03.08 FINAL.pdf

255.0 KB

Barrett SoA Request (Julie Webber).doc

121.9 KB

/OFS/Beaumont, Paul/

Beaumont, Paul SoA.doc

666.6 KB

Beaumont - SoA Request.doc

113.2 KB

/OFS/Breen, Peter/

Breen, Peter & Brenda SoA.doc

1.1 MB

Breen - SoA Request.doc

114.7 KB

Breen - Review_meeting notes.pdf

43.3 KB

/OFS/Bribosia, Michel/

Bribosia - DCF.pdf

4.1 MB

Bribosia, Michel & Michele SoA.doc

1.0 MB

Bribosia SoA Request (David Raits).doc

120.8 KB

/OFS/Bust, Robin/

Bust, Robin & Annette SoA.doc

649.2 KB

Bust - SoA Request.doc

112.6 KB

Bust - Review_Meeting_58567c15[1].pdf

44.1 KB

/.../Cambridge, Peter & Gill/

Cambridge DCF.doc

4.0 MB

Cambridge, Peter & Gill SoA June 2009.doc

2.5 MB

Cambridge, Peter & Gill SoA incomplete.doc

1.5 MB

Cambridge SoA Request.doc

122.9 KB

/OFS/Campain, Bevan/

Campain, Bevan SoA.doc

1.5 MB

Campain - DCF_06.09[1].doc

503.3 KB

Campain SoA Request.doc

115.7 KB

/OFS/Capra, Jennifer/

Capra, Jennifer FPQ.doc

1.8 MB

Capra, Jennifer SoA.doc

1.2 MB

Capra, Jennifer SoA Request.doc

79.9 KB

/OFS/Carr, Dawn/

Carr, Dawn SoA.doc

1.2 MB

Carr, Dawn - Supporting_Docs_for_Migration_SoA[1].pdf

213.6 KB

Carr, Dawn - Migration_SoA_Request[1].doc

204.3 KB

/OFS/Cavanagh, Carmel/

Cavanagh, Carmel.doc

696.8 KB

Cavanagh - SoA Request.doc

113.7 KB

/OFS/Collins, Trevor/

Collins, Trevor SoA.doc

1.6 MB

Collins_SoA_data[1].pdf

757.6 KB

Collins (Kerry Wilson).doc

111.1 KB

/.../Cotter, Laurence & Patricia/

Cotter, Laurence & Patricia SoA.doc

3.2 MB

Cotter, Laurence & Patricia FPQ.doc

2.0 MB

Cotter, Laurence & Patricia SoA Request.doc

88.1 KB

/.../Deam, Rowan & Mary/

Deam, Rowan & Mary SoA.doc

2.4 MB

deam_review_dcf[1].pdf

1.3 MB

deam_unisuper_2[1].pdf

997.4 KB

deam_rpf[1].pdf

458.2 KB

deam_pss_2[1].pdf

391.4 KB

deam_pss[1].pdf

298.1 KB

deam_unisuper[1].pdf

277.7 KB

Deam SoA Request (Jeff King).doc

107.5 KB

Deam - AIFA Unrealised CGT details.pdf

33.8 KB

Deam - AIFA account details.pdf

30.9 KB

CGT known - Sale of investments module.doc

23.6 KB

/OFS/Fairweather, James/

Fairweather, James SoA.doc

1.2 MB

/OFS/Fitzpatrick, Kevin/

Fitzpatrick, Kevin FPQ.doc

1.8 MB

Fitzpatrick, Kevin SoA.doc

1.8 MB

Fitzpatrick, Kevin SoA Request.doc

80.9 KB

/OFS/Foo, Young/

Foo, Young SoA.doc

2.1 MB

Young Foo - calcs.pdf

304.0 KB

Young Foo SoA Request.doc

103.9 KB

/OFS/Gilbert, Arthur/

Gilbert, Arthur SoA.doc

2.9 MB

Gilbert - calcs.pdf

208.8 KB

Gilbert - SoA Request.doc

106.0 KB

/OFS/Gregory, Andrew/

Gregory, Andrew - SoA August 2009 amend.doc

1.2 MB

/OFS/Grehan, Denis/

Grehan, Denis SoA.doc

2.0 MB

Grehan SoA Request.doc

55.3 KB

/OFS/Hall, Peter/

Hall, Peter - SoA Jan 2009.doc

2.5 MB

Hall, Peter SoAA July 2009.doc

1.8 MB

Hall, Peter - SoA Jan 2009.pdf

264.1 KB

Hall, Peter - SoA Request.doc

108.0 KB

Hall - SMSF_Quote and info.pdf

72.4 KB

Hall,_Peter_-_Proposed_Aggressive_Portfolio_(Managed_Funds_Only)(1).xls

25.6 KB

/OFS/Hiller, Pat/

Hiller, Pat FPQ.doc

1.8 MB

Hiller, Pat SoA.doc

480.8 KB

Hiller, Pat SoA Request.doc

88.1 KB

/OFS/Horsburgh, Peter/

Horsburgh, Peter - FPQ July 2009.doc

1.9 MB

Horsburgh, Peter & Merle SoA.doc

1.4 MB

Horsburgh, Peter - SoA Request July 2009.doc

97.3 KB

/OFS/Howe, Pauline/

Howe, John & Pauline SoA.doc

2.0 MB

Howe SoA Request (John Keeble).doc

99.8 KB

HOwe - SMSF Statement_of_Financial_Position[1].pdf

61.8 KB

/OFS/Hurley, Neville/

Hurley, Neville & Myra SoA.doc

1.2 MB

Hurley SoA Request (John Pet).doc

113.2 KB

/.../IGA Super Fund/

IGA Super Fund SoA.doc

705.0 KB

IGA Super Fund - Portfolio_valuation[1].pdf

535.1 KB

IGA_SF_SoA_Request[1].doc

226.8 KB

IGA Super Fund - Fee_calc[1].pdf

107.1 KB

IGA Super Fund - investment_overview[1].pdf

63.8 KB

/OFS/Jameson, Graeme/

Jameson_SoA_supporting_data[1].pdf

1.1 MB

Jameson, Graeme SoAA.doc

461.8 KB

Jameson Ret Fund SoAA Request (Kerry Wilson).doc

103.4 KB

/OFS/Jet's Futures/

Jet's Futures SoA.doc

1.2 MB

Jet's Futures SoA Request.doc

239.1 KB

Jet's Futures Sup Fund - Potfolio_valuation[1].pdf

136.9 KB

Jet's Futures Sup Fund - Fee_Calc[1].pdf

98.5 KB

/OFS/Keon, Barbara/

Keon, Barbara SoA.doc

391.7 KB

Keon, Barb sell form.pdf

231.5 KB

Keon (Jason Crichton).doc

126.5 KB

Keon,_Barbara_-_Portfolio_Snapshot.xls

17.9 KB

/OFS/Kratzman, Kirk/

Kratzmann, Kirk & Veronica SoA.doc

1.1 MB

Kratzman SoA Request.doc

114.2 KB

/OFS/Lorefice, Janine/

Lorefice, Janice SoA.doc

1.6 MB

J.Lorefice-DCF.pdf

956.7 KB

Lorefice SoA Request.doc

109.1 KB

/OFS/Madden, Kieran/

kieran madden_dcf[1].pdf

2.4 MB

Madden, Kieran SoA.doc

1.3 MB

Madden SoA Request.doc

127.5 KB

kieran madden _rpfn[1].pdf

71.4 KB

kieren madden_appt_notes[1].pdf

36.5 KB

/OFS/McNally, Andrew/

McNally DCF (SB).doc

9.2 MB

McNally, Andrew SoA.doc

697.3 KB

McNally SOA Request (SB).doc

114.7 KB

/OFS/Miles, Kenneth/

Miles, Kenneth & Joan SoA - Cilmi edit.doc

2.7 MB

Miles, Kenneth & Joan FPQ.doc

1.9 MB

Miles, Kenneth & Joan SoA.doc

1.7 MB

Miles, Kenneth & Joan SoA Request.doc

96.8 KB

/OFS/Plummer, Alan/

Plummer, Alan & Joanne SoA (amended) 22.11.06.doc

4.7 MB

Plummer, Alan & Joanne SoA 30-05-09.doc

1.9 MB

Copy of Plummer, Alan & Joanne SoA not finished.doc

989.2 KB

Plummer, Alan & Joanne SoA 22.11.06.pdf

361.3 KB

Plummer (Dom Katay) SoA Request.doc

115.7 KB

Plummer, Alan - Sno eWRAP AP Pension Details.pdf

39.0 KB

Plummer, Alan - eWRAP Benefit Components.pdf

36.2 KB

Plummer, Alan - AESA account details.pdf

33.7 KB

Plummer, Alan - Sno eWRAP AP account details.pdf

30.8 KB

Plummer, Alan - AESA Insurance Details.pdf

28.2 KB

Plummer, Alan - AESA Benefit Components.pdf

26.7 KB

/OFS/Saunders, Gordon/

Saunders, Gordon & Lorraine SoA.doc

2.5 MB

Saunders_DCF[1].pdf

2.1 MB

Saunder_-_Appointment_notes[1].pdf

246.9 KB

Saunders SoA Request.doc

109.6 KB

/.../Seccombe, Roger & Barbara/

Seccombe, Rodger & Barbara SoA.doc

1.6 MB

Secommbe_SoA_Request[1].doc

241.7 KB

Seccombe - Portfolio_Valuations[1].pdf

90.4 KB

Seccombe, Roger_-_Fee_Calc[1].pdf

77.3 KB

Seccombe, Barbara_-_Fee_Calc[1].pdf

76.5 KB

/OFS/SoA Invoices/

SoA Invoice - Pylo Steel.xls

32.8 KB

SoA Invoice - Munro.xls

32.8 KB

SoA Invoice Template.xls

29.7 KB

/.../Sok It Away Super Fund/

Sok It Away Super Fund SoA.doc

599.6 KB

Sok It Away Super Fund SoA Request.doc

203.8 KB

Sok it Away Super Fund - Migration_SoA_-_Supporting_Docs[1].pdf

157.7 KB

/OFS/Stevens, Anthony/

Stevens, Anthony & Joanne SoA.doc

1.1 MB

Stevens, Anthony - SoA Request.doc

111.1 KB

/OFS/Stimson, Robyn/

Stimson, Robyn SoA.doc

2.6 MB

R_Stimson_-_Data_Collection_Form[1].pdf

1.9 MB

Stimson - SoA Request.doc

117.2 KB

R_Stimson_-_OFS_Replacement_Product_File_Note[1].pdf

81.0 KB

/OFS/Thompson, Peter/

Thompson, Peter & Christine SoA.doc

688.6 KB

Thompson, Peter & Christine (PW & CL Super Fund) SoA july 2009.doc

685.1 KB

Thompson, Peter - SoA Request.doc

112.1 KB

/OFS/Turner, David/

Turner, David SoA.doc

1.1 MB

Turner - ESI_Super_details[1].pdf

242.7 KB

Turner SoA Request.doc

108.5 KB

/OFS/Walhain, Henricus/

Walhain, Henricus SoA.doc

2.4 MB

Walhain, Henricus FPQ.doc

2.0 MB

Walhain, Henricus & Rika SoA Request.doc

89.6 KB

/.../Welch Family Super Fund/

Welch Family Super Fund SoA.doc

664.6 KB

Welch Family Super Fund - Portfolio_Valuation[1].pdf

283.0 KB

Welch_SF_-_SoA_Request[1].doc

246.8 KB

Welch Family Super Fund - Instructions[1].pdf

113.8 KB

Welch Family Super Fund - Fee_Calc[1].pdf

89.4 KB

/.../Wheeler, Greg & Susan/

Wheeler, Susan - Gearing Illustrator June 09.rtf

2.5 MB

Wheeler, Susan SoA.doc

1.3 MB

Wheeler, Susan & Greg SoA.pdf

172.6 KB

Wheeler SoA Request.doc

122.4 KB

Wheeler Susan and Greg - SoAA Mar 2008.amended.pdf

109.5 KB

/.../Yoannidis Family Super Fund/

Yoannidis Family SF SoA.doc

1.2 MB

Yoannidis Fam Sup Fund - Portfolio_Valuations[1].pdf

289.4 KB

Yoannidis Family SF SoA Request.doc

224.8 KB

Yoannidis Fam Sup Fund - Appt_notes[1].pdf

182.6 KB

Yoannidis Fam Sup Fund - Fee_calc[1].pdf

80.3 KB

/OFS/Zamparutti, John/

Zamparutti, John FPQ.doc

1.8 MB

Zamparutti, John SoA.doc

1.4 MB

Zamparutti, John SoA request.doc

84.5 KB

/OFS/

Mullner, Kathryn & John SoA August 2009 amend.doc

1.6 MB

Beehive Super Fund - SoA july 2009.doc

1.3 MB

Frith, Rob and Ruth - SoA Oct 2009 final.doc

377.3 KB

Stevens, Anthony & Joanne SoA July 2009.doc

324.6 KB

SoA Invoice - SM0003.xls

30.7 KB

SoA Invoice - SM0004.xls

30.7 KB

SoA Invoice - SM0006.xls

30.7 KB

SoA Invoice - SM0007.xls

30.7 KB

SoA Invoice - SM0005.xls

30.7 KB

SoA Invoice - SM0009.xls

30.7 KB

SoA Invoice - SM0008.xls

30.7 KB

SoA Invoice - SM0011.xls

30.7 KB

SoA Invoice - SM0012.xls

30.7 KB

SoA Invoice - SM0013.xls

30.7 KB

SoA Invoice - SM0014.xls

30.7 KB

SoA Invoice - SM0015.xls

30.7 KB

SoA Invoice - SM0010.xls

30.7 KB

SoA Invoice - SM0018.xls

30.7 KB

SoA Invoice - SM0016.xls

30.2 KB

SoA Invoice - SM0017.xls

30.2 KB

/

Asgard eWrap Investment.pdf

9.9 MB

eWRAP Super.pdf

7.6 MB

Asgard SMA PDS.pdf

6.6 MB

Macq Wrap flyer.pdf

2.2 MB

Asgard AESA PDS.pdf

2.1 MB

Asgard Facts & Figures.pdf

303.2 KB

eWRAP Super Part 2.pdf

220.9 KB

Asgard Elements PDS.pdf

220.5 KB

Federal Budget 09-10.pdf

192.2 KB

SoA Invoices.xls

26.1 KB

SoA Invoice - SM0015.pdf

16.1 KB

SoA Invoice - SM0014.pdf

16.1 KB

SoA Invoice - SM0009.pdf

16.1 KB

SoA Invoice - SM0007.pdf

16.0 KB

SoA Invoice - SM0013.pdf

16.0 KB

SoA Invoice - SM0003.pdf

16.0 KB

SoA Invoice - SM0008.pdf

16.0 KB

SoA Invoice - SM0006.pdf

16.0 KB

SoA Invoice - SM0010.pdf

15.9 KB

SoA Invoice - SM0005.pdf

15.8 KB

SoA Invoice - SM0011.pdf

15.8 KB

SoA Invoice - SM0012.pdf

15.8 KB

SoA Invoice - SM0004.pdf

15.7 KB

SoA Invoice - SM0016.pdf

15.7 KB

SoA Invoice - SM0018.pdf

15.7 KB

SoA Invoice - SM0001.pdf

15.5 KB

SoA Invoice - SM0017.pdf

15.5 KB

SoA Invoice - SM0002.pdf

15.5 KB

 

Total files 261


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