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2023 Super Review Questions
Arian Christian Villanueva
2023-02-21T18:12:30+11:00
2023 Super Review Questions
Consent
*
I have given consent for Find Wealth, the Find Group of companies, and the Licensee of Find Wealth, to retain this information on file and use when necessary for those businesses to perform their duties.
Have you read the Financial Services Guide which we have emailed you and can be found on our website
*
Yes
No
Personal Information
Name
*
First
Last
Email
*
Enter Email
Confirm Email
What is the Client's Date of Birth?
*
DD slash MM slash YYYY
Superannuation Questions
Have you made any personal contributions this FY or the past FY for which you are yet to submit an Intent to Claim?
No - I have made no personal contributions. No Intent to Claim form needs to be submitted
Yes - I have made personal contributions for Last FY and need to submit an Intent to Claim.
Yes - I have made personal contributions and need to submit an Intent to Claim for this FY.
Yes - made personal contributions and need to submit an Intent to Claim for Last FY and this FY.
Risk Profile
Has Risk Profile been completed recently?
Yes
Yes - but wish to do again
No - client does not wish to do at this point in time
Do you wish to update/change your Risk Profile?
Yes - a Risk Profile Questionnaire will be emailed out to you
No
Wills and Binding Nominations
Do you have a Will in place?
Yes
No
SCOPE OF WORK
FULL REVIEW: Do you require a comprehensive analysis of your financial planning needs at this point in time?
Yes
No
SPECIFIC REVIEW ONLY: You would like us to investigate/review your need(s) in the following areas only:
Superannuation e.g. Rollover or Consolidation
Superannuation: Underlying Investments only
Personal Insurances
Investments (non-super)
Retirement Planning
Estate Planning
Cash flow management
Aged Care
Only tick those areas for which you have nominated a review and where a full review has not been selected.
Areas you DO NOT want advice in:
Superannuation e.g Rollover or Consolidation
Superannuation: Underlying Investments Only
Personal Insurances
Investments (non-super)
Retirement Planning
Estate Planning
Cash flow management
Aged Care
Has your situation significantly changed since you had your last review or in the past 12 months?
Yes
No
If yes, what has significantly changed?
If yes, do you wish us to provide you advice in this area? If not, why not?
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