SMSF Investment Breakdown
SMSF Details
Requesting Advisor
*
ryan@myonlineadviser.com
matt@myonlineadviser.com
scott@myonlineadviser.com
grady@myonlineadviser.com
emily@myonlineadviser.com
Number of Members
*
1 member
2 members
Client Name (1)
*
First Name
Last Name
Primary Email
example@example.com
Client Name (2)
*
First Name
Last Name
Risk Profile
*
Conservative
Balanced
Growth
High Growth
SMSF Managed Cash Account
*
SMSF Managed Share Value
*
Alternate Assets
Gold Bullion
Jewellery
Art Work
Vintage Care
Bitcoin
Other
Alternate Asset Value
SMSF Trust Name
*
SMSF Corporate Trustee Name
*
SMSF ABN
*
SMSF ACN
*
SMSF TFN
*
Cash Account Number
*
Investment Account Number
*
SMSF Property Breakdown
Property Details
Number of Investment Properties
1 Property
2 Properties
3 Properties
4 Properties
5 Properties
6 Properties
Bare Trust Name
Bare Trust Corporate Trustee Name
Bare Trust ACN
Property 1 Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property 1 Value
*
Dollar Value
Property 1 Rent
Monthly
Property 1 Loan Amount
Dollar Value
Property 1 Loan Repayments
Monthly
Property 1 Loan Interest Rate
Monthly
Property 1 Banking Institution
Bare Trust Name (2)
Bare Trust Corporate Trustee Name (2)
Bare Trust ACN (2)
Property 2 Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property 2 Value
*
Dollar Value
Property 2 Rent
Dollar Value
Property 2 Loan Amount
Dollar Value
Property 2 Loan Repayments
Monthly
Property 2 Loan Interest Rate
Monthly
Property 2 Banking Institution
Bare Trust Name (3)
Bare Trust Corporate Trustee Name (3)
Bare Trust ACN (3)
Property 3 Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property 3 Value
*
Dollar Value
Property 3 Rent
Dollar Value
Property 3 Loan Amount
Dollar Value
Property 3 Loan Repayments
Monthly
Property 3 Loan Interest Rate
Monthly
Property 3 Banking Institution
Bare Trust Name (4)
Bare Trust Corporate Trustee Name (4)
Bare Trust ACN (4)
Property 4 Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property 4 Value
*
Dollar Value
Property 4 Rent
Dollar Value
Property 4 Loan Amount
Dollar Value
Property 4 Loan Repayments
Monthly
Property 4 Loan Interest Rate
Monthly
Property 4 Banking Institution
Bare Trust Name (5)
Bare Trust Corporate Trustee Name (5)
Bare Trust ACN (5)
Property 5 Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property 5 Value
*
Dollar Value
Property 5 Rent
Dollar Value
Property 5 Loan Amount
Dollar Value
Property 5 Loan Repayments
Monthly
Property 5 Loan Interest Rate
Monthly
Property 5 Banking Institution
Bare Trust Name (6)
Bare Trust Corporate Trustee Name (6)
Bare Trust ACN (6)
Property 6 Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Property 6 Value
*
Dollar Value
Property 6 Rent
Dollar Value
Property 6 Loan Amount
Dollar Value
Property 6 Loan Repayments
Monthly
Property 6 Loan Interest Rate
Monthly
Property 6 Banking Institution
Insurances
Insurance Details
Client 1 Insurance
No insurance
Retained through retail fund
Underwritten through MOA
Retain & underwritten MOA
Insurance Types
Life
TPD
Income Protection
Trauma
Insurer/s
*
Policy Number/s
*
Life Cover
Dollar Figure
TPD Cover
Dollar Figure
Income Protection
Dollar Figure Per Month
I.P Waiting Period
I.P Benefit Period
Trauma Cover
Dollar Figure
Client 2 Insurance
*
No insurance
Retained through retail fund
Underwritten through MOA
Retain & underwritten MOA
Insurance Types
Life
TPD
Income Protection
Trauma
Insurer/s
*
Policy Number/s
*
Life Cover
Dollar Figure
TPD Cover
Dollar Figure
Income Protection Amount
Dollar Figure Per Month
I.P Waiting Period
I.P Benefit Period
Trauma Cover
Dollar Figure
SUBMIT
Should be Empty: