Super/Insurance Research

Research Questions

Superannuation & Insurance
Which client*
Hubspot ID
Record ID from Hubspot
Client's name*

First NameMiddle NameLast Name
Client's email*
MUST match Hubspot...
Initial Information
Consultant/Admin Name*
First Name
Consultant/Admin Email*
Email where research will be sent
Providing Staff Contact
Phone Number
Provider staff member name*
Client's name on file (ask for spelling)*

First NameLast Name
DOB on file*

DayMonthYear
Age
Address on file*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Type of research*
Superfund Details
Superfund provider*
Product name*
Product USI*
Member number*
Date account opened*

DayMonthYear
Todays Date

DayMonthYear
Do any insurance premiums come from this account?*
Superfund Balance*
Taxed
Tax Free
Preserved
Non-preserved
Untaxed
Existing MOA SMSF*

YesNo
Number of Investment Options
Investment Options
(1) Investment name*
(1) Value (%)
value as a percentage %
(1) MER (%)
Total combined investment %
(2) Investment name*
(2) Value (%)
value as a percentage %
(2) MER (%)
Total combined investment %
(3) Investment name*
(3) Value (%)
value as a percentage %
(3) MER (%)
Total combined investment %
(4) Investment name*
(4) Value (%)
value as a percentage %
(4) MER (%)
Total combined investment %
(5) Investment name*
(5) Value (%)
value as a percentage %
(5) MER (%)
Total combined investment %
(6) Investment name*
(6) Value (%)
value as a percentage %
(6) MER (%)
Total combined investment %
(7) Investment name*
(7) Value (%)
value as a percentage %
(7) MER (%)
Total combined investment %
(8) Investment name*
(8) Value (%)
value as a percentage %
(8) MER (%)
Total combined investment %
(9) Investment name*
(9) Value (%)
value as a percentage %
(9) MER (%)
Total combined investment %
(10) Investment name*
(10) Value (%)
value as a percentage %
(10) MER (%)
Total combined investment %
Investment Notes
Please list and breakdown all of the investment fees and add the total cost up in % and place in Other Investment Costs
Total Investment Value
Must equal to 100
Fee Details
Fees applicable

Admin feeAdviser feeMember feeInvestment feeAsset feeTrustee feeOther fees
Admin fee
Fee Type

$ dollar% percentage$ dollar & % percentage
Fee Frequency

WeeklyFortnightlyMonthlyBi-AnnuallyAnnually
Admin fee ($)
Dollar Figure
Admin fee (%)
Percentage
Admin fee cap
Maximum payable admin fee
Adviser fee
Fee Type

$ dollar% percentage$ dollar & % percentage
Fee Frequency

WeeklyFortnightlyMonthlyBi-AnnuallyAnnually
Adviser fee ($)
Dollar Figure
Adviser fee (%)
Percentage
Member fee
Fee Type

$ dollar% percentage$ dollar & % percentage
Fee Frequency

WeeklyFortnightlyMonthlyBi-AnnuallyAnnually
Member fee ($)
Dollar Figure
Member fee (%)
Percentage
Investment fee
Fee Type

$ dollar% percentage$ dollar & % percentage
Fee Frequency

WeeklyFortnightlyMonthlyBi-AnnuallyAnnually
Investment fee ($)
Dollar Figure
Investment fee (%)
Percentage
Asset fee
Fee Type

$ dollar% percentage$ dollar & % percentage
Fee Frequency

WeeklyFortnightlyMonthlyBi-AnnuallyAnnually
Asset fee ($)
Dollar Figure
Asset fee (%)
Percentage
Trustee fee
Fee Type

$ dollar% percentage$ dollar & % percentage
Fee Frequency

WeeklyFortnightlyMonthlyBi-AnnuallyAnnually
Trustee fee ($)
Dollar Figure
Trustee fee (%)
Percentage
Other fee
Fee Type

$ dollar% percentage$ dollar & % percentage
Fee Frequency

WeeklyFortnightlyMonthlyBi-AnnuallyAnnually
Other fee ($)
Dollar Figure
Other fee (%)
Percentage
Additional Fee Notes
Existing SMSF Research

Managed Dimensional Investments
2 year Diversified Fixed Interest Trust
Cash Value
2 year Diversified Fixed Interest Trust
Portfolio Weighting
5 year Diversified Fixed Interest Trust
Cash Value
5 year Diversified Fixed Interest Trust
Portfolio Weighting
Global Bond Trust
Cash Value
Global Bond Trust
Portfolio Weighting
Australian Core Equity Trust
Cash Value
Australian Core Equity Trust
Portfolio Weighting
Global Core Equity Trust - Unhedged
Cash Value
Global Core Equity Trust - Unhedged
Portfolio Weighting
Global Core Equity Trust - Hedged
Cash Value
Global Core Equity Trust - Hedged
Portfolio Weighting
Emerging Markets Trust
Cash Value
Emerging Markets Trust
Portfolio Weighting
Global Real Estate Trust
Cash Value
Global Real Estate Trust
Portfolio Weighting
Cash Value
Cash Value
Cash Value
Portfolio Weighting
Cash value counter
Must match super balance
Total portfolio weighting
Must equal 100
Contribution Details
2025/26 SGC*
Superannuation Guarantee
2025/26 SS
Salary Sacrifice
2025/26 NCC
Non-Concessional Contributions
2025/26 Other
Other Contributions
2024/25 SGC*
Superannuation Guarantee
2024/25 SS
Salary Sacrifice
2024/25 NCC
Non-Concessional Contributions
2024/25 Other
Other Contributions
2023/24 SGC
Superannuation Guarantee
2023/24 SS
Salary Sacrifice
2023/24 NCC
Non-Concessional Contributions
2023/24 Other
Other Contributions
Is there an untaxed lifetime cap on SG or NCC?

YesNo
Contribution Notes
Minimum balance to keep account open*
Minimum balance to retain insurances
If applicable
Beneficiary Nominations
Number of Beneficiaries
(1) Name

First NameLast Name
(1) Binding Type

BindingNon-Binding
(1) Lapsing Type

LapsingNon-lapsing
(1) Percentage of Benefit %
(2) Name

First NameLast Name
(2) Binding Type

BindingNon-Binding
(2) Lapsing Type

LapsingNon-lapsing
(2) Percentage of Benefit %
(3) Name

First NameLast Name
(3) Binding Type

BindingNon-Binding
(3) Lapsing Type

LapsingNon-lapsing
(3) Percentage of Benefit %
(4) Name

First NameLast Name
(4) Binding Type

BindingNon-Binding
(4) Lapsing Type

LapsingNon-lapsing
(4) Percentage of Benefit %
(5) Name

First NameLast Name
(5) Binding Type

BindingNon-Binding
(5) Lapsing Type

LapsingNon-lapsing
(5) Percentage of Benefit %
(6) Name

First NameLast Name
(6) Binding Type

BindingNon-Binding
(6) Lapsing Type

LapsingNon-lapsing
(6) Percentage of Benefit %
Insurance Details
Insurance provider
Policy number
Type of Insurance

LifeAdditional LifeTPDAdditional TPDIncome ProtectionTrauma / Critical Illness
Life
Policy Owner

SuperSMSFOutside
Cover Amount ($)
Premium ($)
Premium Frequency

WeeklyFortnightlyMonthlyBi-AnnuallyAnnually
Exclusions
Loading
Premium Type

SteppedLevel
Life Insurance Notes
Additional Life
Policy Owner

SuperSMSFOutside
Cover Amount ($)
Premium ($)
Premium Frequency

WeeklyFortnightlyMonthlyBi-AnnuallyAnnually
Exclusions
Loading
Premium Type

SteppedLevel
Additional life Insurance Notes
TPD
Policy Owner

SuperSMSFOutside
Linked to Life cover?

YESNO
TPD Type

Any OccupationOwn OccupationActivities of Daily Living
Cover Amount ($)
Premium ($)
Premium Frequency

WeeklyFortnightlyMonthlyBi-AnnuallyAnnually
Exclusions
Loading
Premium Type

SteppedLevel
TPD Notes
Additional TPD
Policy Owner

SuperSMSFOutside
Linked to Life cover?

YESNO
TPD Type

Any OccupationOwn OccupationActivities of Daily Living
Cover Amount ($)
Premium ($)
Premium Frequency

WeeklyFortnightlyMonthlyBi-AnnuallyAnnually
Exclusions
Loading
Premium Type

SteppedLevel
Additional TPD Insurance Notes
Income Protection
Policy Owner

SuperSMSFOutside
Income Protection Type

IndemnityAgreed
Cover Amount
Percentage of income or Monthly pay out . Please put symbol.
Premium (%)
Percentage of income
Premium ($)
Dollar
Premium Frequency

WeeklyFortnightlyMonthlyBi-AnnuallyAnnually
Waiting Period

30 days60 days90 days6 months1 year2 years
Benefit Period

1 year2 years5 yearsto age 65
Exclusions
Loading
Premium Type

SteppedLevel
Income Protection Notes
Trauma / Critical Illness
Cover Amount ($)
Premium ($)
Premium Frequency

WeeklyFortnightlyMonthlyBi-AnnuallyAnnually
Exclusions
Loading
Premium Type

SteppedLevel
Trauma Insurance Notes
Policy Details
How are the premiums paid?*

Insured IndividualOther IndividualTrustBusinessSuper/SMSF
Date policy in force*

DayMonthYear
Date
What type of cover is this policy?*

DefaultGroupUnderwritten
Smokers Status*

YESNO
Occupation Category*
Date our ATI expires*

DayMonthYear
Date
How long is an approved ATI valid for?*
Last Contribution Date*

DayMonthYear
Date
How long without contributions will insurance lapse*
What is the grace period from the lapse date to reinstate*
How do you reinstate the policy?*
Should be Empty:

Research Questions

Initial Information

Superfund Details

Investment Options

Fee Details

Existing SMSF Research

Contribution Details

Beneficiary Nominations

Insurance Details

Policy Details