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    1. #1
      LKC
      LKC is offline

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      PIO Chatter Box
      Join Date
      Nov 2007
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      Woronora Heights, Sydney.
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      What paperwork to take, what to bin?

      Just sorting through bank statements and credit card bills etc. I usually keep three years worth of statements, and every so often I go through and shread anything which is over three years old.

      What, if any, should we take to Oz? Will we need old bank account/credit card statements when the accounts in question are closed? Will Aussie banks need these for things like mortgage applications etc?

      Thank you.

      PSS International Removals

    2. #2

      Title
      Woof Woof !
      Join Date
      Sep 2008
      Location
      Sunshine Coast, Qld
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      Hi LKC

      We opened a bank account with westpac in July whilst on a reccie trip to Oz. I mentioned to the manager that we would bring statements/credit reports etc with us when we finallly emigrate but she said not to bother because we'd have to build up a credit rating in Oz.
      Westpac were pretty good and have dedicated "immigration" officer in several branches who help with loans/mortgages/credit cards etc.

      We'll still take copies of our closing mortgage & credit card statements when we go as I don't think it'll hurt to have evidence that we paid off our debts. I'm not sure what policies other banks have.

      We decided to set up a fixed savings account and left some money with family to pay in each month for us this way we'll have some financial history for when we arrive.

      Most UK banks have tie-ins with othe banks I know Westpac are linked to Barclays, try your own UK bank first to see who they recommend and ask customer services.

      Lisa
      475 online 2/2/08, CO 15/1/09,VISA GRANTED 12/2/09 !! House sold 12/3/09 Completed 22/5/09 Flying 20/7/09 !

     

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