SMSF Fact Finding Form SMSF Fact Finding Form For new SMSF enquiries, please fill out this form to give us some information to assist in setting up your profile. Name* First Last Phone No.*Email* ReferrerCurrent Super Balance (Member 1)Current Super Balance (Member 2)Member 1Name First Last Date of Birth MM slash DD slash YYYY What is your current income?Are you self-employed? Yes No OccupationDo you have a Self Managed Super Fund?*SelectYesNoAre contributions the standard 9.5%?SelectYesNoOtherWhat is your contribution %?What insurances do you have being paid by your Super? Life Insurance Total Permanent Disability Income Protection Trauma Other What insurances do you pay personally? Life Insurance Total Permanent Disability Income Protection Trauma Other Do you know whether your industry super can be rolled-over into a SMSF? Yes No N/A Is there a second member?SelectYesNoMember 2Name First Last Date of Birth MM slash DD slash YYYY What is your current income?Are you self-employed? Yes No OccupationDo you have a Self Managed Super Fund?*SelectYesNoAre contributions the standard 9.5%?SelectYesNoOtherWhat is your contribution %?What insurances do you have being paid by your Super? Life Insurance Total Permanent Disability Income Protection Trauma Other What insurances do you pay personally? Life Insurance Total Permanent Disability Income Protection Trauma Other Do you know whether your industry super can be rolled-over into a SMSF? Yes No N/A Property PurchaseAre you interested in borrowing to purchase an investment property in a SMSF?SelectYesNoDo you have a particular property in mind?SelectYesNoEstimated rent on propertyEstimated property priceLocationSalary SacrificeCould you benefit from salary sacrifice up to $30,000 if under 50 and $35,000 between 50 and 65?SelectYesNoFamily MembersCould you benefit by including up to 4 family members in your SMSF?SelectYesNoDo you have any further questions?Please upload the following information: Your most recent personal tax return Your most recent financials Member Statements for your SMSF Your last two payslips Please upload files here then SUBMIT this form. Δ
