Here are the categorised FLEX syncing fields in the New Fact Find.
Personal & Employment Details Section
Personal Details | PAYG | Self Employed | Dependents |
Title | Employment Status | Employment Status | Name |
First Name | Employment Basis | Employment Basis | Date of Birth |
Middle Name | Employer Type | Job Title | Age |
Last Name | Job Title | Start Date |
|
Preferred Name | Start Date | Company Details - Business Name |
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Date of Birth | Employer Business Name | ABN |
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Gender | Office Phone | Office Phone |
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Citizenship | Unit / Level | Unit / Level |
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Marital Status | Street Address | Street Address |
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Spouse / Partner / De Facto | City or Suburb | City or Suburb |
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State | State |
| |
Mobil Phone Number | Postcode | Postcode |
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Home Phone | Country | Country |
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Business Phone | Gross Base Income | Profit Before Tax |
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Address - Start Date | Frequency |
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Unit / Level | Additional Income Benefits |
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Street Address | Amount |
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City or Suburb | Frequency |
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State |
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Postcode |
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Country |
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Housing Status |
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Monthly Rental |
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Assets Section
Real Estate Assets | Motor Vehicles | Savings & Transaction Accounts |
Estimated Value | Motor Vehicle Type | Financial Institution |
Address - Unit/Level | Estimated Value | Estimated Value |
Street Address | Year of Manufacture | BSB |
City or Suburb | Make | Account Number |
State | Model | Ownership |
Postcode | Ownership |
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Country |
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Ownership |
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Rental Income |
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|
Frequency |
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Superannuation | Other Financial Assets | Home Contents |
Fund Name | Financial Asset Type | Estimated Value |
Estimated Value | Financial Institution | Ownership |
Ownership | Estimated Value |
|
| BSB |
|
| Account Number |
|
| Ownership |
|
Business Assets | Other Assets | Other Income |
Business Name | Description | Income Category |
Estimated Value | Estimated Value | Income Type |
Ownership | Ownership | Amount |
Comments |
| Frequency |
|
| Ownership |
Liabilities Section
Existing Mortgages | Credit Cards | Store Cards | Vehicle Loans |
Lender | Credit Card Provider | Provider | Lender |
BSB | Current Limit | Current Limit | Current Limit |
Account Number | Outstanding Balance | Outstanding Balance | Outstanding Balance |
Current Limit | Ownership | Repayment Amount | Repayment Amount |
Outstanding Balance |
| Frequency | Frequency |
Repayment Amount |
| Ownership | Interest Rate |
Frequency |
| Refinance | Maturity Date |
Interest Rate |
|
| Ownership |
Loan Expiry Date |
|
| Refinance |
Ownership |
|
|
|
Refinance |
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Personal Loans | Study & Training Loans | Other Loans | Living Expenses |
Lender | Outstanding Balance | Other Loan Type | Groceries |
Current Limit | Ownership | Description | Clothing & Personal Care |
Outstanding Balance |
| Current Limit | Childcare & Maintenance |
Repayment Amount |
| Outstanding Balance | Education |
Frequency |
| Repayment Amount | Insurance |
Interest Rate |
| Frequency | Medical & Health |
Maturity Date |
| Interest Rate | Transport |
Ownership |
| Ownership | Telephone, Internet, Pay TV |
Refinance |
| Refinance | Primary Residence Expenses |
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| Investment Property Running Costs |
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| Rent Expenses |
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| Other Expenses |