So you’ve got a statement or a tax return to share with your adviser? The Document Vault is the most secure way to do it.

Supported file types

You can upload most common document formats, including:

• PDFs (Recommended for statements and returns)
• Images (JPG, PNG - great for quick ID or receipt captures)
• Spreadsheets (XLSX, CSV)

How to upload a document

1. Go to My Documents.
2. Navigate to the folder where you want the document to live (e.g., “Tax & Entities” > “Tax Returns”).
3. Click the Upload button.
4. Drag and drop your files or click to browse your computer.
5. (Optional) Assign a Financial Year or add a Note to help your adviser identify the file.
6. Click Confirm Upload.

Tips for a tidy vault

For government ID intended for Rask Advice’s personalised financial planning services, use the first tab of your Fact Find, or choose Other → Identification in the vault uploader. Read and explicitly acknowledge the linked financial services and privacy documents before uploading. ID uploads accept PDF, JPG and PNG files up to 10 MB each; only provide information you are comfortable sharing.

• Name your files: Instead of IMG_1234.pdf, try CBA_Savings_Statement_June2025.pdf.
• Use subfolders: Keep your “Insurance” folder organised by using the “Policies” and “Claims” subfolders.
• Financial Years: Always tag tax-related documents with the correct financial year to make tax time a breeze.

What happens after upload?

Your adviser will be notified that a new document has been added. They can then review the file and use the data to update your Living Profile.

Next steps

• Folder structure
• Security overview