Fund name Policy Number Retail Defined Ben Retail Defined Ben Retail Defined Ben Type SMSF Corporate SMSF Corporate SMSF Corporate $ $ $ Current value @ date: @ date: @ date: Pension and Annuity details Pension / Annuity detail No 1 No 2 No 3 Owner Product name/Provider Account number Current value Personal Insurance Insurance details Policy 1 Policy 2 Policy 3 Policy 4 Life insured Insurer / product Policy number Life TPD Life TPD Life TPD Life TPD Type of insurance Trauma Trauma Trauma Trauma Income protection Income protection Income protection Income protection Life cover amount TPD cover amount Trauma cover amount IP cover amount Estate Planning Estate planning Client 1 Client 2 Existing Will? Yes No Yes No If ‘no’, complete the sections below for your new will Date of Will Business Structures
Fund name Policy Number Type Retail Defined Ben SMSF Corporate Retail Defined Ben SMSF Corporate Retail Defined Ben SMSF Corporate Current value $ @ date: $ @ date: $ @ date: Pension and Annuity details Pension / Annuity detail No 1 No 2 No 3 Owner Product name/Provider Account number Current value Personal Insurance Insurance details Policy 1 Policy 2 Policy 3 Policy 4 Life insured Insurer / product Policy number Type of insurance Life TPD Trauma Income protection Life TPD Trauma Income protection Life TPD Trauma Income protection Life TPD Trauma Income protection Life cover amount TPD cover amount Trauma cover amount IP cover amount Estate Planning Estate planning Client 1 Client 2 Existing Will? If ‘no’, complete the sections below for your new will Yes No Yes No Date of Will Business Structures
Fact_Find.docx