SEPTEMBER to DECEMBER.2023 - Valley Rd.

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3.Income & Trust Goals

PREP TASKS FOR INCOME.

llllllll BANK ACCOUNT

• Bank account details
• CL Appointment
• Photo in passport?
• Birth Cert

llllllll CL ACCOUNT

• Bank card for deposit benefit
• Photo in passport?
• Birth Cert

llllllll MAIN ROAD APPOINTMENT

• Pass the written Qs.
• Attend Main Roads to be tested.
• Do 100 hours
• Driving Instructor
• Pass the driving test.

sss

GENERAL PROGRESS NOTES.

First home buyer & grants/partnership

AI course for Farley, Rueben & MM

Confirm trust structure & setup work flow-chart.

White goods rebate planning & application

RB- CL income, bank, ID etc.

RB- study, pass license

FJ Pass License ($$)

GENERAL PROGRESS NOTES.

1. Do the last-day session for 2 hours.
2. Booked the first intro with Debbie on 20/09/23, 1 p.m...Invoice # 124086 
3. We selected the driving service to apply for exemption because my licenced approver is no longer available. Employment prospects are another reason for the driving instructor to secure an exemption on the 100-hour requirement.
4. Aim at engaging driving service by 23 Sept.
5. Confirm if it is worth asking for a quote for three people,

RB CL & ECP/Dr Nic.

GENERAL PROGRESS NOTES.

1. Setup ID, banking etc.
2. Complete income flow.

CM dsp application.

GENERAL PROGRESS NOTES.

1. ADHD & CPTSD diagnosis appt with Dr Goodwin.
2. Setup pyschologist.
3. Complete Dr Cocks treatment.

2.Kitchen & Rooms

FF

DD

22

Cerissa DSP aplication

Fridge- dish washer & white goods rebate.

Budget- reduction planning.

Room exchange with Rueben.

1.Grounds & Garage.

Backyard- bath space.

Garage- gym, games, music etc

Ripley set up fence etc at Wassell St.

Gate/fence - locks, wholes, fence black plastic.