Details of superannuation funds (the most recent statement if available)
Details of any liabilities (balance of any mortgages / loans, interest rates, remaining term etc)
Your main goals and objectives (eg: reduce debts, increase tax efficiency, save for a specific goal, protect existing assets / lifestyle, plan for retirement)
Details of any structures you may have that are not invested in your name (eg. trusts, companies, Self-Managed Super Fund).
