Total funds available for contribution Non-Superannuation Assets Type Value Bank Accounts Term Deposits Managed Funds Shares – Listed Shares – Unlisted Direct Property – Residential Direct Property – Business Collectibles Other Total Non-Superannuation Assets $ Liabilities Liability Type Value Non-Superannuation Liabilities $ Personal Insurance Insurance Type Total Cover Annual Premium Inside Y/N Risk Profile Please circle or highlight the answer most appropriate to your situation. How many years until you reach retirement? 16 or more 11-15 6-10 3-5 1-2 Now Are you concerned about the rising cost of living over time Want growth in my Very concerned Concerned More concerned with having Not concerned I’m unsure of what this means
investments to this stable investments What is your investment experience? Very experienced Experienced Some experience Little experience No experience Bad experience Would you prefer to reduce your retirement expectations or take more investment risk to achieve your retirement goals Take more risk Reduce expectations you prefer fixed return investments or ride with the market? Ride with the market Fixed returns Will you make regular contributions? Yes No Other information Is there anything else we should know to assist in our analysis of your superannuation fund needs?
Shares – Unlisted Direct Property – Residential Direct Property – Business Collectibles Other Total Non-Superannuation Assets $ Liabilities Liability Type Total Non-Superannuation Liabilities $ Personal Insurance Insurance Type Cover Annual Premium Inside Super? Y/N Risk Profile Please circle or highlight the answer most appropriate to your situation. How many years until you reach retirement? 16 or more 11-15 6-10 3-5 1-2 Now Are you concerned about the rising cost of living over time Want growth in my investments to cover this Very concerned Concerned More concerned with having stable investments Not concerned I’m unsure of what this means What is your investment experience? Very experienced Experienced Some experience Little experience No experience Bad experience Would you prefer to reduce your retirement expectations or take more investment risk to achieve your retirement goals Take more risk Reduce expectations
Liability Type Total Non-Superannuation Liabilities $ Personal Insurance Insurance Type Total Cover Annual Premium Inside Super? Y/N Risk Profile Please circle or highlight the answer most appropriate to your situation. How many years until you reach retirement? 16 or more 11-15 6-10 3-5 1-2 Now Are you concerned about the rising cost of living over time Want growth in my investments to cover this Very concerned Concerned More concerned with having stable investments Not concerned I’m unsure of what this means What is your investment experience? Very experienced Experienced Some experience Little experience No experience Bad experience Would you prefer to reduce your retirement expectations or take more investment risk to achieve your retirement goals Take more risk Reduce expectations Would you prefer fixed return investments or ride with the market? Ride with the market Fixed returns Will you make regular contributions? Yes No Other information Is there anything else we should know to assist in our analysis of your superannuation fund needs?
Insurance Type Total Cover Annual Premium Inside Y/N Risk Profile Please circle or highlight the answer most appropriate to your situation. How many until you reach retirement? 16 or more 11-15 6-10 3-5 1-2 Now Are you concerned about the rising cost of living over time Want growth in my investments to cover this Very concerned Concerned More concerned with having stable investments Not concerned I’m unsure of what this means What is your investment experience? Very experienced Experienced Some experience Little experience No experience Bad experience Would you prefer to reduce your retirement expectations or take more investment risk to achieve your retirement goals Take more risk Reduce expectations Would you prefer fixed return investments or ride with the market? Ride with the market returns Will you make regular contributions? Yes No Other information Is there anything else we should know to assist in our analysis of your superannuation fund needs?