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

• 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