LOGIN TO YOUR CLIENT PORTAL HERE

Scenic Rim Financial Planning

(07) 5613 1920

  • Home
  • ABOUT US
  • HOW WE CAN HELP
  • ADVICE PROCESS
  • BOOKINGS
  • RESOURCES
  • DIVORCE
  • More
    • Home
    • ABOUT US
    • HOW WE CAN HELP
    • ADVICE PROCESS
    • BOOKINGS
    • RESOURCES
    • DIVORCE

(07) 5613 1920

Scenic Rim Financial Planning
  • Home
  • ABOUT US
  • HOW WE CAN HELP
  • ADVICE PROCESS
  • BOOKINGS
  • RESOURCES
  • DIVORCE

Login to your secure client portal here

LOGIN TO CLIENT PORTAL

FINANCIAL SERVICES GUIDE

FSG - Scenic Rim FP - 17 November 2025 (pdf)Download

New Clients

2026 New Client Info Pack SRFP (pdf)Download
2026 Meet the Team card SRFP (pdf)Download

authority forms

THIRD PARTY AUTHORITY 2026 - Sarah (pdf)Download
THIRD PARTY AUTHORITY 2026 - Rob (pdf)Download

BUDGETING

MoneySmart Budget Planner (Excel) (xls)Download
Mini budget (Word) (pdf)Download

ATO & tax documents

Notice-of-intent-to-claim-tax-deduction-form (pdf)Download
ATO Super Contributions Splitting Form (pdf)Download
ATO - NEW SMSF RolloverBalanceSuper (pdf)Download
  • Financial Services Guide

Scenic Rim Financial Planning

2/119 Brisbane Street, Beaudesert QLD 4285 | 13/9-13 Main Western Rd, Tamborine Mountain QLD 4272

(07) 5613 1920

Copyright © 2022 Scenic Rim Financial Planning Pty Ltd - All Rights Reserved.

Scenic Rim Financial Planning Pty Ltd ABN 18 112 135 350 is a Corporate Authorised Representative (No.336111) 

of Athena Financial Services Pty Ltd ABN 15 686 060 588, an Australian Financial Services Licensee No. 569 806 

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept

Booking a FREE call

Click here to book a FREE 15min introduction call to discuss your needs and how we can assist.

Book a Call