A Practical Checklist for Australians Searching for Forgotten Investments
A Practical Checklist for Australians Searching for Forgotten Investments Financial records can become difficult to follow when many years have passed. An investment may have been made long ago, received through employment or inherited from a family member, and then gradually disappeared from everyday financial planning. If you believe you may have forgotten an investment, organising the information you already have can make the search much more manageable. Start With the Basics Before looking for a specific investment, write down everything you remember. Think about: Companies you previously invested in Former employers Approximate investment dates Previous addresses Previous names Dividends you may have received Investments inherited from family members You do not need to remember everything. Even a company name or approximate date can provide a useful starting point. Gather Your Old Documents The next step is to collect historical financial paperwork. Look for share certificate...