# Supporting Documents Checklist
**Industry Growth Program Advisory Service Application**

## Required Business Registration Documents
- [ ] **Company Incorporation Certificate** (ASIC)
- [ ] **Australian Business Number (ABN) Registration** 
- [ ] **Goods and Services Tax (GST) Registration** confirmation
- [ ] **Business Structure Documentation** (proprietary company, trust, etc.)

## Financial Documentation
- [ ] **Financial Statements** (last 3 financial years OR since incorporation if newer)
  - Profit & Loss statements
  - Balance sheets  
  - Cash flow statements
- [ ] **Business Bank Account Details** 
- [ ] **Annual Turnover Documentation** (to confirm <$20M eligibility)
- [ ] **Tax Returns** (business tax returns for eligibility years)

## Company Information
- [ ] **Director Details** (names, addresses, roles)
- [ ] **Shareholder Information** (ownership structure)
- [ ] **Company Secretary Details** (if appointed)
- [ ] **Registered Office Address** confirmation

## Business Operations
- [ ] **Business Plan** or **Executive Summary** (if available)
- [ ] **Product/Service Documentation** (RateRight platform overview)
- [ ] **Market Research** or **Industry Analysis** (construction market data)
- [ ] **Technology Documentation** (platform architecture, innovation details)

## Compliance Documentation
- [ ] **Workers Compensation Insurance** (if applicable)
- [ ] **Public Liability Insurance** (if applicable)
- [ ] **Professional Indemnity Insurance** (if applicable)
- [ ] **Workplace Gender Equality Compliance** (if 100+ employees - N/A for RateRight)

## Optional Supporting Materials
- [ ] **Customer Testimonials** or **Case Studies**
- [ ] **Partnership Agreements** or **MOUs**
- [ ] **Intellectual Property Documentation** (patents, trademarks, copyright)
- [ ] **Team CVs** (key personnel and their expertise)
- [ ] **Media Coverage** or **Industry Recognition**

## Application-Specific Information
- [ ] **Project Description** (detailed innovation explanation)
- [ ] **Commercialisation Timeline** (milestones and targets)
- [ ] **Budget Estimates** (development and commercialisation costs)
- [ ] **Market Analysis** (target customers, competition, opportunity size)

## Digital File Format Requirements
- **File Types:** PDF preferred for all documents
- **File Naming:** Clear, descriptive filenames (e.g., "RateRight_ABN_Registration.pdf")
- **File Size:** Individual files under 10MB (portal limitation)
- **Scan Quality:** High resolution, clearly readable text

## Document Preparation Tips
1. **Organize files** in folders before upload (Business Registration, Financial, etc.)
2. **Combine related documents** where logical (all financial statements in one PDF)
3. **Ensure current dates** - documents should be recent and up-to-date
4. **Professional presentation** - clean, clear, and well-organized
5. **Backup copies** - maintain secure copies of all submitted documents

## Missing Documents Action Plan
If any required documents are not immediately available:
1. **Contact accountant** for financial statements and tax returns
2. **Download from ASIC** for incorporation and registration documents  
3. **Contact bank** for account confirmation and statements
4. **Access ATO portal** for GST registration and tax compliance proof

## Estimated Preparation Time
- **Documents gathering:** 2-4 hours
- **File organization and scanning:** 1-2 hours  
- **Portal upload and submission:** 30-45 minutes
- **Total time investment:** 4-7 hours maximum

## Quality Check Before Submission
- [ ] All documents clearly readable and professional
- [ ] Company name and ABN consistent across all documents
- [ ] Financial information matches and is internally consistent
- [ ] All required fields completed in application form
- [ ] Contact information accurate and up-to-date

**Note:** Advisory Service application can be submitted with most essential documents, additional materials can be provided during advisor consultation phase if requested.