12-13 FEB To Do

12-13 FEB

To Do

  • Upload CBA Investor Meeting Notes [Complete]

  • Make any necessary comments regarding the meeting [See post]

// US Taxes //

  • 2025 Tax Questionnaire [Complete]

    Upload docs:

  • ADP Payslips, ATO NOA, KS SG, ING Mort Int, KO Div293 [ALL Complete]

  • Pending: FBAR

    / AU: (WBC, CBA, NAB, Macq) / [Complete]

    / Singapore: (DBS)(SGD, AUD, USD) / [Complete]

    / Other: WISE (AUD)[K] / [Complete]

    / Other: WISE (AUD)[E][NEW] / [Complete]

    / Super: KS/ES / [Complete]

    / Inv: EFI / [Complete]

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Super Analysis (JUN25-JUN26)

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FI (6-FEB-26)