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PERSONAL INVESTMENTS ONLYAuthority to Operate: Third Parties This form may be lodged with Uniting Financial Services or posted to: Uniting Financial Services PO Box A2178 Sydney South NSW 1235 Facsimile
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Personal investments only refers to individual investments made by a person outside of their professional or business activities.
Individuals who have made investments for personal financial gain are required to file personal investments only.
To fill out personal investments only, individuals need to gather information about their investments, including the type of investment, purchase price, sale price, and any income generated.
The purpose of personal investments only is to track and report individual investment activities for tax and financial planning purposes.
Information such as investment type, purchase price, sale price, income generated, and any related expenses must be reported on personal investments only form.
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