Preliminary confidential information
Your basic information
Name
Mr.
Mrs.
Miss.
Ms
Prefix
First Name
Last Name
Gender
Male
Female
Phone number
Email
example@example.com
Date of Birth
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
Address
Occupation
Children (leave blank if none)
Marital status
Please Select
Single
Married
Divorced
Defacto
Widowed
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Your partner's information
Partner details not required - Please hit next
Name
Mr.
Mrs.
Miss
Ms
Prefix
First Name
Last Name
Gender
Male
Female
Phone number
Email
example@example.com
Date of Birth
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
Occupation
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Basic financial details
Do you own the home you live in?
Yes
No
What are your goals and objectives? For example, desired retirement age and income
Annual rent
Combined living costs per annum (Do not include mortgage repayments or rent).
Please write a summary of your expenses relating to your children, including plans for the future such as private schooling.
Gross employment income (excluding Super, before tax)
Gross employment income (before tax) - partner
Other non-investment income (please specify)
Properties (add row if more than one)
Assets (You)
What is the name of your superfund?
Assets (partner)
What is the name of your Superfund?
Other Liabilities excluding property (please specify)
Insurance (You) - leave blank if unknown
Insurance (partner) - leave blank if unknown
Do you have any of the following structures in place (if yes - please email financial statements)
Company
Trust
SMSF
Submit
Should be Empty: