Sending us documents securely
The safe ways to send us statements, ID and letters, and what to send where.
The best way to send us documents is our secure upload page. You can also email them to admin@primeyears.com.au. We file everything you send on your record.
What to send where
- Statements, wills, powers of attorney and other papers: the upload page, or email.
- Photos of your ID for certifying: the upload page is safest. You can also email or text them.
- Letters from Centrelink, your funds or the home: forward the email, or text us a photo. No covering note needed.
Keep your numbers safe
Please don't put tax file numbers, card numbers or full bank account numbers in an email or a text. If we need them, we'll tell you the safe way to send them. If a message that seems to come from us asks for them, check with us first.
If the upload page won't take your files
Try a few files at a time, or email them to us instead.
Tips for clear copies
- Show the whole page, with all four corners in view.
- Use good light, with no glare or shadows.
- Send every page of a power of attorney.
Bank statements
Three months of statements for each account is plenty. If they're hard to get, tell us and we'll send a secure link that helps.
You don't need to chase anyone
Once you've signed your authorities, we can ask your funds, banks and providers for statements directly. Send what you have, and we chase the rest.
Questions? Text us on 0489 274 766 or email admin@primeyears.com.au.