Total funds available for contribution Non-Superannuation Assets Type Value Bank Accounts Term Deposits Managed Funds Shares Listed – Shares Unlisted – Direct Property Residential – Direct Property Business – Collectibles Other $ Total Non-Superannuation Assets Liabilities Liability Type Value Non-Superannuation Liabilities $ Personal Insurance Total Cover Annual Premium Inside Insurance Type Y/N Risk Profile Please circle or highlight the answer most appropriate to your situation. How many years until 16 or more 11-15 6-10 3-5 1-2 Now you reach retirement? Are you concerned Want growth Very Concerned More Not I’m unsure in my concerned concerned concerned of what this about the rising cost with having means of living over time
Total funds available for contribution Non-Superannuation Assets Type Value Bank Accounts Term Deposits Managed Funds Shares – Listed Shares – Unlisted Direct Property – Residential Direct Property – Business Collectibles Other Total Non-Superannuation Assets $ Liabilities Liability Type Value Non-Superannuation Liabilities $ Personal Insurance Insurance Type Total Cover Annual Premium Inside Y/N Risk Profile Please circle or highlight the answer most appropriate to your situation. How many years until you reach retirement? 16 or more 11-15 6-10 3-5 1-2 Now Are you concerned about the rising cost of living over time Want growth in my Very concerned Concerned More concerned with having Not concerned I’m unsure of what this means
SAN%20Fact%20Finder%20v5.1%20201702.docx