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AMP Life is part of the AMP group and can be contacted on 131 267 or by emailing askamp amp.com.au. Contact details Area of expertise Financial adviser Accountant Real estate agent 1 Solicitor Conveyancer Removalist 1 Name Contact number Fee Upfront fee Commission Estimated value of current home Inclusions Exclusions 5. Next steps After you ve completed the Downsizing planner find out how your home fits into your retirement plans using our Home retirement planner at amp.com.au/hrplanner....
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How to fill out downsizing planner

01
Gather all necessary documents related to your current space and belongings.
02
Assess your current space and decide what items you can start downsizing.
03
Create a checklist or a planner to keep track of your downsizing progress.
04
Categorize your belongings into different sections, such as keep, donate, sell, and discard.
05
Start with one section at a time and make decisions on each item.
06
Be honest with yourself and ask if you really need each item or if it holds sentimental value.
07
Consider the space limitations in your new living arrangement and how each item will fit in.
08
Contact charities or organizations to schedule donation pick-ups.
09
If selling items, decide on the best platform or avenue to sell them.
10
Dispose of items that are no longer usable or in poor condition.
11
Track your downsizing progress and celebrate each milestone achieved.
12
Once downsizing is complete, make a plan for packing and moving into your new space.

Who needs downsizing planner?

01
Individuals or families who are planning to move into a smaller living space.
02
Elderly individuals who are transitioning to assisted living or nursing homes.
03
People who want to declutter and simplify their living environment.
04
Anyone looking to streamline their belongings and have a more organized space.
05
Individuals going through a major life change, such as divorce, retirement, or loss of a loved one.
06
Anyone who wants to prepare for future downsizing in order to make it a smoother process.
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Downsizing planner is a tool used to help individuals or families plan and organize their downsizing process when moving to a smaller home or decluttering their current living space.
Individuals or families who are planning to downsize their living space or move to a smaller home may be required to file a downsizing planner.
To fill out a downsizing planner, individuals can start by listing the items they want to keep, donate, sell, or discard. They can also create a timeline for when each task will be completed.
The purpose of a downsizing planner is to help individuals or families effectively declutter and organize their belongings when downsizing or moving to a smaller home.
Information that may need to be reported on a downsizing planner includes a list of items to keep, donate, sell, or discard, a timeline for completing each task, and any additional notes or considerations.
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