Superannuation Health Check

Would you like to request a Super Health Check with one of our Superannuation Specialists? Please complete the form below and click ‘submit’ and we’ll get back to you as soon as possible.

Personal Details
Title *
First name *
Last name *
Age *
Email *
What’s is the best time to contact you? *
If other time, please specify
Preferred phone *
Postcode *
Employer
Name of your existing super fund
Type of fund
Approximate Value of fund
Are you happy with your current fund?
If no, please specify what you’re unhappy about
How much life insurance do you have in your super?
Do you have income insurance in your super?
If yes, please provide details of cover:
Do you have a binding death nomination?
In the even of your death, how will your super be distributed and what arrangements have you made to guarantee this?
Do you understand the tax implications to your intended beneficiaries should your super be distributed according t your wishes?
Would you like to take more control of your super?
Are you salary sacrificing money into super?
If so, how much per annum
If you’re 55 years or over, are you taking advantage of the new transition to retirement rules where you can draw a tax efficient pension whilst you work:
Would you like to learn more about how you can negative gear an investment property in your super
Where did you hear about us?
If employer or association, please specify name
Is there anything else you would like to know about your super?

Superannuation Health Check

Superannuation Health Check

Personal Details