Enquiry Form
Date
*
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
Type of Enquiry
*
Please Select
SMSF Set Up
Existing SMSF
Name
*
First Name
Last Name
Email
*
example@example.com
Mobile
*
Please enter a valid Australian mobile number.
Format: 0000 000 000.
Age
*
Your Current Super Balance
*
How did you hear about Concise Super?
*
Please Select
Accounting Firm
Concise Super Client
Finnia/OYOB
Google
Other – please specify
How did you hear about Concise Super?
*
What research have you done regarding SMSFs?
*
None
Limited via family/friends
Some via ATO website
Sort out professional advice
SMSF Setup Details:
Intention to include other members?
*
Please Select
Yes
No
Yes
*
Spouse/Partner
Family member
Children
Spouse / Partner Name
*
First Name
Last Name
Spouse / Partner Age
*
Spouse / Partner Super Balance
*
Family Member's Name
*
First Name
Last Name
Family Member's Age
*
Family Member's Super Balance
*
Other Member's Age (if more than 1)
Other Member's Super Balance
Intention of Investment mix
*
Commercial Property
Residential Property
Managed Funds
Shares
Gold/Silver
Loans
Other
Do you intend to borrow?
*
Yes
No
Are you aware of the Limited Recourse Borrowing Arrangement rules?
*
Yes
No
Existing SMSF Details:
Number of Members
*
Type of Fund
*
Accumulation
Pension
Part Accumulation / Pension
Type of Investment
*
Residential Property
Commercial Property
Shares
Gold/Silver
Managed Funds
Loans
Other
Approximate Total Balance
*
Reason for Enquiry
*
Other Queries
Submit
Should be Empty: