FACT FIND
Client 1 Name
First Name
Last Name
Client 2 Name
First Name
Last Name
Date of Fact Find
-
Day
-
Month
Year
Date Picker Icon
Financial Adviser
First Name
Last Name
JV Firm
Licensee
Primestock
CPP Prime
Licence Number
FSG Version Number
Today's Date
-
Day
-
Month
Year
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PERSONAL INFORMATION
CLIENT 1 PERSONAL INFORMATION
Client 1 Name
First Name
Last Name
Client 1 Preferred Name
Client 1 Date of Birth
Please select a day
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Month
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1921
1920
Year
Client 1 Current Age
Client 1 Marital Status
Please Select
Married
De facto
Single
Widowed
Divorced
CLIENT 2 PERSONAL INFORMATION
Client 2 Name
First Name
Last Name
Client 2 Preferred Name
Client 2 Date of Birth
Please select a day
1
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Day
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July
August
September
October
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December
Month
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2015
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1921
1920
Year
Client 2 Current Age
Client 2 Marital Status
Please Select
Married
De facto
Single
Widowed
Divorced
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CHILDREN
Number of Children
Please Select
0
1
2
3
4
5
6
7
8
CHILD 1
Child 1 Name
Child 1 Relationship
Please Select
Son
Daughter
Child 1 Dependant
Please Select
Yes
No
Child 1 Date of Birth
Please select a day
1
2
3
4
5
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31
Day
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January
February
March
April
May
June
July
August
September
October
November
December
Month
Please select a year
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2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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2012
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1920
Year
Child 1 Current Age
CHILD 2
Child 2 Name
Child 2 Relationship
Please Select
Son
Daughter
Child 2 Dependant
Please Select
Yes
No
Child 2 Date of Birth
Please select a day
1
2
3
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5
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31
Day
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January
February
March
April
May
June
July
August
September
October
November
December
Month
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2023
2022
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2020
2019
2018
2017
2016
2015
2014
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2012
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1922
1921
1920
Year
Child 2 Current Age
CHILD 3
Child 3 Name
Child 3 Relationship
Please Select
Son
Daughter
Child 3 Dependant
Please Select
Yes
No
Child 3 Date of Birth
Please select a day
1
2
3
4
5
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7
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11
12
13
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30
31
Day
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January
February
March
April
May
June
July
August
September
October
November
December
Month
Please select a year
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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2012
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1922
1921
1920
Year
Child 3 Current Age
CHILD 4
Child 4 Name
Child 4 Relationship
Please Select
Son
Daughter
Child 4 Dependant
Please Select
Yes
No
Child 4 Date of Birth
Please select a day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
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17
18
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27
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29
30
31
Day
Please select a month
January
February
March
April
May
June
July
August
September
October
November
December
Month
Please select a year
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
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1924
1923
1922
1921
1920
Year
Child 4 Current Age
CHILD 5
Child 5 Name
Child 5 Relationship
Please Select
Son
Daughter
Child 5 Dependant
Please Select
Yes
No
Child 5 Date of Birth
Please select a day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
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20
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26
27
28
29
30
31
Day
Please select a month
January
February
March
April
May
June
July
August
September
October
November
December
Month
Please select a year
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
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1927
1926
1925
1924
1923
1922
1921
1920
Year
Child 5 Current Age
CHILD 6
Child 6 Name
Child 6 Relationship
Please Select
Son
Daughter
Child 6 Dependant
Please Select
Yes
No
Child 6 Date of Birth
Please select a day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Day
Please select a month
January
February
March
April
May
June
July
August
September
October
November
December
Month
Please select a year
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
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2003
2002
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1992
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1988
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1986
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1982
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1930
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1928
1927
1926
1925
1924
1923
1922
1921
1920
Year
Child 6 Current Age
CHILD 7
Child 7 Name
Child 7 Relationship
Please Select
Son
Daughter
Child 7 Dependant
Please Select
Yes
No
Child 7 Date of Birth
Please select a day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Day
Please select a month
January
February
March
April
May
June
July
August
September
October
November
December
Month
Please select a year
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
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1979
1978
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1973
1972
1971
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1969
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1952
1951
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1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Year
Child 7 Current Age
CHILD 8
Child 8 Name
Child 8 Relationship
Please Select
Son
Daughter
Child 8 Dependant
Please Select
Yes
No
Child 8 Date of Birth
Please select a day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Day
Please select a month
January
February
March
April
May
June
July
August
September
October
November
December
Month
Please select a year
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
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1998
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1996
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1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
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1967
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1964
1963
1962
1961
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1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
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1946
1945
1944
1943
1942
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1940
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1938
1937
1936
1935
1934
1933
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1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Year
Child 8 Current Age
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HEALTH
CLIENT 1 HEALTH
Client 1 Health Status
Excellent
Good
Fair
Poor
Client 1 Smoker
Yes
No
Client 1 Private Health Insurance
Yes
No
CLIENT 2 HEALTH
Client 2 Health Status
Excellent
Good
Fair
Poor
Client 2 Smoker
Yes
No
Client 2 Private Health Insurance
Yes
No
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CONTACT DETAILS
Address
Street Address
Street Address Line 2
Suburb
State
Postcode
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EMPLOYMENT DETAILS
CLIENT 1 EMPLOYMENT DETAILS
Client 1 Employment Status
Please Select
Employed
Employed (full time)
Employed (part time)
Self employed
Sole Trader
Employee of own company
Partnership
Not working/Retired
Client 1 Occupation
Client 1 Employer Name
Client 1 Retirement Age
CLIENT 2 EMPLOYMENT DETAILS
Client 2 Employment Status
Please Select
Employed
Employed (full time)
Employed (part time)
Self employed
Sole Trader
Employee of own company
Partnership
Not working/Retired
Client 2 Occupation
Client 2 Employer Name
Client 2 Retirement Age
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RELATED ENTITIES
TRUST, PARTNERSHIP, COMPANY
Related Entities?
Yes
No
Type of Entity
Trust
Company
Partnership
TRUST
Name of Trust
Trustees
Beneficiaries
COMPANY
Name of Company
Directors
Shareholders
PARTNERSHIP
Partner Name
Ownership
%
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CASH FLOW (INCOME)
Income details
Yes
No
Not Provided
Number of income sources
Please Select
1
2
3
4
5
6
7
8
9
10
Income 1 Description
Income 1 Owner
Please Select
Client 1
Client 2
Joint
Income 1 Annual amount
Income 2 Description
Income 2 Owner
Please Select
Client 1
Client 2
Joint
Income 2 Annual amount
Income 3 Description
Income 3 Owner
Please Select
Client 1
Client 2
Joint
Income 3 Annual amount
Income 4 Description
Income 4 Owner
Please Select
Client 1
Client 2
Joint
Income 4 Annual amount
Income 5 Description
Income 5 Owner
Please Select
Client 1
Client 2
Joint
Income 5 Annual amount
Income 6 Description
Income 6 Owner
Please Select
Client 1
Client 2
Joint
Income 6 Annual amount
Income 7 Description
Income 7 Owner
Please Select
Client 1
Client 2
Joint
Income 7 Annual amount
Income 8 Description
Income 8 Owner
Please Select
Client 1
Client 2
Joint
Income 8 Annual amount
Income 9 Description
Income 9 Owner
Please Select
Client 1
Client 2
Joint
Income 9 Annual amount
Income 10 Description
Income 10 Owner
Please Select
Client 1
Client 2
Joint
Income 10 Annual amount
Total Income
per annum
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CASH FLOW (EXPENSES)
Expenses
Savings each year
Spending each year
Breakdown of expenses
Not provided
Savings each year
Spending each year
Expenses listed
Mortgage/Rent
Other loan repayments
Transport costs
Food
Gas/Water/Electricity/Telephone
Insurances
Entertainment
Clothing
Other
Mortgage/Rent
Other loan repayments
Transport costs
Food
Gas / Water / Electricity / Telephone
Insurances
Entertainment
Clothing
Other
Total Expenses
per annum
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ONE OFF EXPENSES
One off expenses?
Yes
No
One off expenses
Purchase of car
Home Renovations
Holiday
Buffer for emergency funds
Other
Purchase of car
Timeframe
Home renovations
Timeframe
Holiday
Timeframe
Buffer for emergency funds
Timeframe
Other
Timeframe
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LIFESTYLE ASSETS
Lifestyle Asset details
Yes
No
Not Provided
Number of Lifestyle Assets
Please Select
0
1
2
3
4
5
6
7
8
Lifestyle Asset 1
Lifestyle Asset 1 Description
Lifestyle Asset 1 Owner
Please Select
Client 1
Client 2
Joint
Lifestyle Asset 1 Value
Lifestyle Asset 2
Lifestyle Asset 2 Description
Lifestyle Asset 2 Owner
Please Select
Client 1
Client 2
Joint
Lifestyle Asset 2 Value
Lifestyle Asset 3
Lifestyle Asset 3 Description
Lifestyle Asset 3 Owner
Please Select
Client 1
Client 2
Joint
Lifestyle Asset 3 Value
Lifestyle Asset 4
Lifestyle Asset 4 Description
Lifestyle Asset 4 Owner
Please Select
Client 1
Client 2
Joint
Lifestyle Asset 4 Value
Lifestyle Asset 5
Lifestyle Asset 5 Description
Lifestyle Asset 5 Owner
Please Select
Client 1
Client 2
Joint
Lifestyle Asset 5 Value
Lifestyle Asset 6
Lifestyle Asset 6 Description
Lifestyle Asset 6 Owner
Please Select
Client 1
Client 2
Joint
Lifestyle Asset 6 Value
Lifestyle Asset 7
Lifestyle Asset 7 Description
Lifestyle Asset 7 Owner
Please Select
Client 1
Client 2
Joint
Lifestyle Asset 7 Value
Lifestyle Asset 8
Lifestyle Asset 8 Description
Lifestyle Asset 8 Owner
Please Select
Client 1
Client 2
Joint
Lifestyle Asset 8 Value
Total Lifestyle Assets
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INVESTMENT ASSETS
Investment Asset details
Yes
No
Not Provided
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INVESTMENT ASSETS
CASH AND FIXED INTEREST
Cash & Fixed Interest Investments held?
Yes
No
No. of Cash & Fixed Interest investments
Please Select
1
2
3
4
5
Cash & Fixed Int. 1
Cash & Fixed Int. 1 Owner
Please Select
Client 1
Client 2
Joint
Cash & Fixed Int. 1 Value
Cash & Fixed Int. 2
Cash & Fixed Int. 2 Owner
Please Select
Client 1
Client 2
Joint
Cash & Fixed Int. 2 Value
Cash & Fixed Int. 3
Cash & Fixed Int. 3 Owner
Please Select
Client 1
Client 2
Joint
Cash & Fixed Int. 3 Value
Cash & Fixed Int. 4
Cash & Fixed Int. 4 Owner
Please Select
Client 1
Client 2
Joint
Cash & Fixed Int. 4 Value
Cash & Fixed Int. 5
Cash & Fixed Int. 5 Owner
Please Select
Client 1
Client 2
Joint
Cash & Fixed Int. 5 Value
Total Cash & Fixed Interest Assets
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INVESTMENT ASSETS
DIRECT PROPERTY INVESTMENTS
Direct Property Investments held?
Yes
No
No. of Direct Property investments
Please Select
1
2
3
Direct Property 1
Direct Property 1 Owner
Please Select
Client 1
Client 2
Joint
Direct Property 1 Value
Direct Property 2
Direct Property 2 Owner
Please Select
Client 1
Client 2
Joint
Direct Property 2 Value
Direct Property 3
Direct Property 3 Owner
Please Select
Client 1
Client 2
Joint
Direct Property 3 Value
Total Direct Property investments
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INVESTMENT ASSETS
SECURITIES, SHARES & MANAGED FUNDS
Securities, Shares & Managed Funds held?
Yes
No
No. of Securities, Shares & Managed Fund investments
Please Select
1
2
3
4
5
6
7
8
9
10
Securities, Shares & Managed Fund 1
Securities, Shares & Managed Fund 1 Owner
Please Select
Client 1
Client 2
Joint
Securities, Shares & Managed Fund 1 Value
Securities, Shares & Managed Fund 2
Securities, Shares & Managed Fund 2 Owner
Please Select
Client 1
Client 2
Joint
Securities, Shares & Managed Fund 2 Value
Securities, Shares & Managed Fund 3
Securities, Shares & Managed Fund 3 Owner
Please Select
Client 1
Client 2
Joint
Securities, Shares & Managed Fund 3 Value
Securities, Shares & Managed Fund 4
Securities, Shares & Managed Fund 4 Owner
Please Select
Client 1
Client 2
Joint
Securities, Shares & Managed Fund 4 Value
Securities, Shares & Managed Fund 5
Securities, Shares & Managed Fund 5 Owner
Please Select
Client 1
Client 2
Joint
Securities, Shares & Managed Fund 5 Value
Securities, Shares & Managed Fund 6
Securities, Shares & Managed Fund 6 Owner
Please Select
Client 1
Client 2
Joint
Securities, Shares & Managed Fund 6 Value
Securities, Shares & Managed Fund 7
Securities, Shares & Managed Fund 7 Owner
Please Select
Client 1
Client 2
Joint
Securities, Shares & Managed Fund 7 Value
Securities, Shares & Managed Fund 8
Securities, Shares & Managed Fund 8 Owner
Please Select
Client 1
Client 2
Joint
Securities, Shares & Managed Fund 8 Value
Securities, Shares & Managed Fund 9
Securities, Shares & Managed Fund 9 Owner
Please Select
Client 1
Client 2
Joint
Securities, Shares & Managed Fund 9 Value
Securities, Shares & Managed Fund 10
Securities, Shares & Managed Fund 10 Owner
Please Select
Client 1
Client 2
Joint
Securities, Shares & Managed Fund 10 Value
Total Securities, Shares & Managed Fund investments
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TOTAL INVESTMENT ASSETS
SUMMARY
Total Cash & Fixed Interest Assets
Total Direct Property investments
Total Securities, Shares & Managed Fund investments
Total Investment Assets
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LIABILITIES
Liabilities
Yes
No
Not Provided
Number of Liabilities
Please Select
1
2
3
4
5
6
7
Liability 1
Liability 1 Owner
Please Select
Client 1
Client 2
Joint
Liability 1 Value
Liability 2
Liability 2 Owner
Please Select
Client 1
Client 2
Joint
Liability 2 Value
Liability 3
Liability 3 Owner
Please Select
Client 1
Client 2
Joint
Liability 3 Value
Liability 4
Liability 4 Owner
Please Select
Client 1
Client 2
Joint
Liability 4 Value
Liability 5
Liability 5 Owner
Please Select
Client 1
Client 2
Joint
Liability 5 Value
Liability 6
Liability 6 Owner
Please Select
Client 1
Client 2
Joint
Liability 6 Value
Liability 7
Liability 7 Owner
Please Select
Client 1
Client 2
Joint
Liability 7 Value
Total Liabilities
Net Worth
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SMSF
EXISTING
Existing SMSF
Yes
No
SMSF name
SMSF Trustees
Number of Members
Please Select
1
2
3
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SMSF
MEMBER DETAILS
SMSF MEMBER 1
Member 1 Name
First Name
Last Name
Member 1 Status
Accumulation
TTR Pension
Account Based Pension
Member 1 Pension Details
Minimum
Maximum
Other
Minimum Pension
Maximum Pension
Other Pension
Member 1 Accumulation Tax free
Member 1 Accumulation Taxable
Member 1 Total Accumulation Balance
Member 1 Pension Tax free
Member 1 Pension Taxable
Member 1 Total Pension Balance
SMSF MEMBER 2
Member 2 Name
First Name
Last Name
Member 2 Status
Accumulation
TTR Pension
Account Based Pension
Member 2 Pension Details
Minimum
Maximum
Other
Minimum Pension
Maximum Pension
Other Pension
Member 2 Accumulation Tax free
Member 2 Accumulation Taxable
Member 2 Total Accumulation Balance
Member 2 Pension Tax free
Member 2 Pension Taxable
Member 2 Total Pension Balance
SMSF MEMBER 3
Member 3 Name
First Name
Last Name
Member 3 Status
Accumulation
TTR Pension
Account Based Pension
Member 3 Pension Details
Minimum
Maximum
Other
Minimum Pension
Maximum Pension
Other Pension
Member 3 Accumulation Tax free
Member 3 Accumulation Taxable
Member 3 Total Accumulation Balance
Member 3 Pension Tax free
Member 3 Pension Taxable
Member 3 Total Pension Balance
Total Tax free component
Total Taxable component
Total SMSF Benefit Amount
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SMSF
INVESTMENT ASSETS
Number of SMSF Assets
Please Select
1
2
3
4
5
6
7
8
SMSF Asset 1
SMSF Asset 1 Type
Please Select
Cash & Fixed Interest
Real Estate
Securities, Shares & Managed Funds
Sundry/Other
SMSF Asset 1 Value
SMSF Asset 2
SMSF Asset 2 Type
Please Select
Cash & Fixed Interest
Real Estate
Securities, Shares & Managed Funds
Sundry/Other
SMSF Asset 2 Value
SMSF Asset 3
SMSF Asset 3 Type
Please Select
Cash & Fixed Interest
Real Estate
Securities, Shares & Managed Funds
Sundry/Other
SMSF Asset 3 Value
SMSF Asset 4
SMSF Asset 4 Type
Please Select
Cash & Fixed Interest
Real Estate
Securities, Shares & Managed Funds
Sundry/Other
SMSF Asset 4 Value
SMSF Asset 5
SMSF Asset 5 Type
Please Select
Cash & Fixed Interest
Real Estate
Securities, Shares & Managed Funds
Sundry/Other
SMSF Asset 5 Value
SMSF Asset 6
SMSF Asset 6 Type
Please Select
Cash & Fixed Interest
Real Estate
Securities, Shares & Managed Funds
Sundry/Other
SMSF Asset 6 Value
SMSF Asset 7
SMSF Asset 7 Type
Please Select
Cash & Fixed Interest
Real Estate
Securities, Shares & Managed Funds
Sundry/Other
SMSF Asset 7 Value
SMSF Asset 8
SMSF Asset 8 Type
Please Select
Cash & Fixed Interest
Real Estate
Securities, Shares & Managed Funds
Sundry/Other
SMSF Asset 8 Value
Total SMSF Assets
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SMSF
LIABILITIES
Number of SMSF Liabilities
Please Select
0
1
2
3
SMSF Liability 1
SMSF Liability 1 Value
SMSF Liability 2
SMSF Liability 2 Value
SMSF Liability 3
SMSF Liability 3 Value
Total SMSF Liabilities
SMSF Net Position
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SUPERANNUATION (ACCUMULATION)
RSA/PLATFORM/INDUSTRY
Retail Accumulation Phase Super funds held?
Yes
No
No. of Retail Accumulation Phase Super funds
Please Select
1
2
3
4
5
6
Accumulation Super Fund 1
Accumulation Super Fund 1 Owner
Please Select
Client 1
Client 2
Accumulation Super Fund 1 Balance
Accumulation Super Fund 2
Accumulation Super Fund 2 Owner
Please Select
Client 1
Client 2
Accumulation Super Fund 2 Balance
Accumulation Super Fund 3
Accumulation Super Fund 3 Owner
Please Select
Client 1
Client 2
Accumulation Super Fund 3 Balance
Accumulation Super Fund 4
Accumulation Super Fund 4 Owner
Please Select
Client 1
Client 2
Accumulation Super Fund 4 Balance
Accumulation Super Fund 5
Accumulation Super Fund 5 Owner
Please Select
Client 1
Client 2
Accumulation Super Fund 5 Balance
Accumulation Super Fund 6
Accumulation Super Fund 6 Owner
Please Select
Client 1
Client 2
Accumulation Super Fund 6 Balance
Total Balance Accumulation Phase Super Funds
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SUPERANNUATION (PENSION)
RSA/PLATFORM/INDUSTRY
Retail Pension Phase Super funds held?
Yes
No
No. of Retail Pension Phase Super funds
Please Select
1
2
3
4
Pension Super Fund 1
Pension Super Fund 1 Owner
Please Select
Client 1
Client 2
Pension Super Fund 1 Balance
Pension Super Fund 1 Income being drawn p.a.
Please Select
Minimum
Maximum
Other
Pension Super Fund 1 Income amount p.a.
Pension Super Fund 2
Pension Super Fund 2 Owner
Please Select
Client 1
Client 2
Pension Super Fund 2 Balance
Pension Super Fund 2 Income being drawn p.a.
Please Select
Minimum
Maximum
Other
Pension Super Fund 2 Income amount p.a.
Pension Super Fund 3
Pension Super Fund 3 Owner
Please Select
Client 1
Client 2
Pension Super Fund 3 Balance
Pension Super Fund 3 Income being drawn p.a.
Please Select
Minimum
Maximum
Other
Pension Super Fund 3 Income amount p.a.
Pension Super Fund 4
Pension Super Fund 4 Owner
Please Select
Client 1
Client 2
Pension Super Fund 4 Balance
Pension Super Fund 4 Income being drawn p.a.
Please Select
Minimum
Maximum
Other
Pension Super Fund 4 Income amount p.a.
Total Balance Pension Phase Super Funds
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PERSONAL INSURANCE
Personal Insurance
Yes
No
Not Provided
Type of Insurance policies held
Life/TPD/Trauma
Income Protection
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LIFE/TPD/TRAUMA INSURANCE
Number of Life/TPD/ Trauma policies held
Please Select
1
2
3
4
5
LIFE/TPD/TRAUMA POLICY 1
Life/TPD/Trauma Policy 1 Type
Life
TPD
Trauma
Life/TPD/Trauma Policy 1 Owner
Client 1
Client 2
Life/TPD/Trauma Policy 1 Insured
Client 1
Client 2
Other
Life/TPD/Trauma Policy 1 Insurer
Life/TPD/Trauma Policy 1 Cover Amount
TPD Policy 1 Definition
Please Select
Any Occupation
Own Occupation
Home Duties
General Occupation
Life/TPD/Trauma Policy 1 Inside/ Outside Super
Inside super
Outside super
Life/TPD/Trauma Policy 1 Premium
Life/TPD/Trauma Policy 1 Stamp Duty
Life/TPD/Trauma Policy 1 Policy Fee
Life/TPD/Trauma Policy 1 Premium frequency
Please Select
per week
per month
per quarter
per annum
Life/TPD/Trauma Policy 1 Total Premium
per annum
LIFE/TPD/TRAUMA POLICY 2
Life/TPD/Trauma Policy 2 Type
Life
TPD
Trauma
Life/TPD/Trauma Policy 2 Owner
Client 1
Client 2
Life/TPD/Trauma Policy 2 Insured
Client 1
Client 2
Other
Life/TPD/Trauma Policy 2 Insurer
Life/TPD/Trauma Policy 2 Cover Amount
TPD Policy 2 Definition
Please Select
Any Occupation
Own Occupation
Home Duties
General Occupation
Life/TPD/Trauma Policy 2 Inside/ Outside Super
Inside super
Outside super
Life/TPD/Trauma Policy 2 Premium
Life/TPD/Trauma Policy 2 Stamp Duty
Life/TPD/Trauma Policy 2 Policy Fee
Life/TPD/Trauma Policy 2 Premium frequency
Please Select
per week
per month
per quarter
per annum
Life/TPD/Trauma Policy 2 Total Premium
per annum
LIFE/TPD/TRAUMA POLICY 3
Life/TPD/Trauma Policy 3 Type
Life
TPD
Trauma
Life/TPD/Trauma Policy 3 Owner
Client 1
Client 2
Life/TPD/Trauma Policy 3 Insured
Client 1
Client 2
Other
Life/TPD/Trauma Policy 3 Insurer
Life/TPD/Trauma Policy 3 Cover Amount
TPD Policy 3 Definition
Please Select
Any Occupation
Own Occupation
Home Duties
General Occupation
Life/TPD/Trauma Policy 3 Inside/ Outside Super
Inside super
Outside super
Life/TPD/Trauma Policy 3 Premium
Life/TPD/Trauma Policy 3 Stamp Duty
Life/TPD/Trauma Policy 3 Policy Fee
Life/TPD/Trauma Policy 3 Premium frequency
Please Select
per week
per month
per quarter
per annum
Life/TPD/Trauma Policy 3 Total Premium
per annum
LIFE/TPD/TRAUMA POLICY 4
Life/TPD/Trauma Policy 4 Type
Life
TPD
Trauma
Life/TPD/Trauma Policy 4 Owner
Client 1
Client 2
Other
Life/TPD/Trauma Policy 4 Insured
Client 1
Client 2
Other
Life/TPD/Trauma Policy 4 Insurer
Life/TPD/Trauma Policy 1 Cover Amount
TPD Policy 4 Definition
Please Select
Any Occupation
Own Occupation
Home Duties
General Occupation
Life/TPD/Trauma Policy 4 Inside/ Outside Super
Inside super
Outside super
Life/TPD/Trauma Policy 4 Premium
Life/TPD/Trauma Policy 4 Stamp Duty
Life/TPD/Trauma Policy 4 Policy Fee
Life/TPD/Trauma Policy 4 Premium frequency
Please Select
per week
per month
per quarter
per annum
Life/TPD/Trauma Policy 4 Total Premium
per annum
LIFE/TPD/TRAUMA POLICY 5
Life/TPD/Trauma Policy 5 Type
Life
TPD
Trauma
Life/TPD/Trauma Policy 5 Owner
Client 1
Client 2
Life/TPD/Trauma Policy 5 Insured
Client 1
Client 2
Other
Life/TPD/Trauma Policy 5 Insurer
Life/TPD/Trauma Policy 5 Cover Amount
TPD Policy 5 Definition
Please Select
Any Occupation
Own Occupation
Home Duties
General Occupation
Life/TPD/Trauma Policy 5 Inside/ Outside Super
Inside super
Outside super
Life/TPD/Trauma Policy 5 Premium
Life/TPD/Trauma Policy 1 Stamp Duty
Life/TPD/Trauma Policy 5 Policy Fee
Life/TPD/Trauma Policy 5 Premium frequency
Please Select
per week
per month
per quarter
per annum
Life/TPD/Trauma Policy 5 Total Premium
per annum
Skip Income Protection
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INCOME PROTECTION INSURANCE
Number of Income Protection policies
Please Select
1
2
3
4
INCOME PROTECTION POLICY 1
Income Protection Policy 1 Owner
Client 1
Client 2
Income Protection Policy 1 Insured
Client 1
Client 2
Other
Income Protection Policy 1 Type
Agreed value
Indemnity
Income Protection Policy 1 Waiting Period
Income Protection Policy 1 Benefit Period
Income Protection Policy 1 Insurer
Income Protection Policy 1 Monthly Benefit
Income Protection Policy 1 Inside/ Outside Super
Inside super
Outside super
Income Protection Policy 1 Premium
Income Protection Policy 1 Stamp Duty
Income Protection Policy 1 Policy Fee
Income Protection Policy 1 Premium frequency
Please Select
per week
per month
per quarter
per annum
Income Protection Policy 1 Total Premium
per annum
INCOME PROTECTION POLICY 2
Income Protection Policy 2 Owner
Client 1
Client 2
Income Protection Policy 2 Insured
Client 1
Client 2
Other
Income Protection Policy 2 Type
Agreed value
Indemnity
Income Protection Policy 2 Waiting Period
Income Protection Policy 2 Benefit Period
Income Protection Policy 2 Insurer
Income Protection Policy 2 Monthly Benefit
Income Protection Policy 2 Inside/ Outside Super
Inside super
Outside super
Income Protection Policy 2 Premium
Income Protection Policy 2 Stamp Duty
Income Protection Policy 2 Policy Fee
Income Protection Policy 2 Premium frequency
Please Select
per week
per month
per quarter
per annum
Income Protection Policy 2 Total Premium
per annum
INCOME PROTECTION POLICY 3
Income Protection Policy 3 Owner
Client 1
Client 2
Income Protection Policy 3 Insured
Client 1
Client 2
Other
Income Protection Policy 3 Type
Agreed value
Indemnity
Income Protection Policy 3 Waiting Period
Income Protection Policy 3 Benefit Period
Income Protection Policy 1 Insurer
Income Protection Policy 3 Monthly Benefit
Income Protection Policy 3 Inside/ Outside Super
Inside super
Outside super
Income Protection Policy 3 Premium
Income Protection Policy 3 Stamp Duty
Income Protection Policy 3 Policy Fee
Income Protection Policy 3 Premium frequency
Please Select
per week
per month
per quarter
per annum
Income Protection Policy 3 Total Premium
per annum
INCOME PROTECTION POLICY 4
Income Protection Policy 4 Owner
Client 1
Client 2
Income Protection Policy 4 Insured
Client 1
Client 2
Other
Income Protection Policy 4 Type
Agreed value
Indemnity
Income Protection Policy 4 Waiting Period
Income Protection Policy 4 Benefit Period
Income Protection Policy 4 Insurer
Income Protection Policy 4 Monthly Benefit
Income Protection Policy 4 Inside/ Outside Super
Inside super
Outside super
Income Protection Policy 4 Premium
Income Protection Policy 4 Stamp Duty
Income Protection Policy 4 Policy Fee
Income Protection Policy 4 Premium frequency
Please Select
per week
per month
per quarter
per annum
Income Protection Policy 3 Total Premium
per annum
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ESTATE PLANNING
Estate Planning details
Yes
No
Not Provided
CLIENT 1 ESTATE PLANNING
Client 1 Current Will
Yes
No
Date Will last reviewed
Client 1 Testamentary Trust
Yes
No
Client 1 Enduring Power of Attorney
Yes
No
CLIENT 2 ESTATE PLANNING
Client 2 Current Will
Yes
No
Date Will last reviewed
Client 2 Testamentary Trust
Yes
No
Client 2 Enduring Power of Attorney
Yes
No
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DETAILS NOT PROVIDED
Details-Income
NOT PROVIDED
Details-Expenditure
NOT PROVIDED
Lifestyle Assets
NOT PROVIDED
Details-Investment Assets
NOT PROVIDED
Details-Liabilities
NOT PROVIDED
Details-Personal insurance
NOT PROVIDED
Details-Estate Planning
NOT PROVIDED
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RISK PROFILE
Risk Profile Client 1
Conservative
Moderate
Balanced
Growth
High Growth
Risk Profile Client 2
Conservative
Moderate
Balanced
Growth
High Growth
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COST OF ADVICE
Cost of SoA (including GST)
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Submit
Should be Empty: