| Your Name: |
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| Email Address: |
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| Phone Number: |
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Please enter details relating to your SMSF. If it's not relevant, leave it blank.
We know this is a detailed form, however, it will allow us to provide an accurate quote. |
| Number of Members: |
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| Number of Members in Pension Mode: |
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| Number of Members starting or Commuting a Pension (current year): |
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| How many years have you operated a SMSF? |
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| Number of Bank Accounts: |
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| Number of Term Deposits: |
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| Number of Shares (including listed, unlisted, overseas & private): |
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| Number of Share buy and sell transactions in a year: |
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| Number of Share corporate actions (merger, takeovers) in a year: |
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| Number of Managed Funds / Unit Trusts: |
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| Number of Managed Funds / Unit Trusts buy and sell transactions in a year? |
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| Number of Commercial or Residential Properties held: |
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| Number of property transactions in the year: |
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| Are there contributions made during the year? |
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| Number of rollovers from an industry / retail fund in year? |
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| Do you trade Options, Futures or any such product? |
Yes No |
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| How much do you have in your Self Managed Super Fund? (optional) |
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| Do you currently have a Self Managed Super Fund? |
Yes No |
| Do you intend to borrow in your SMSF |
Yes No |
| Reason for requesting a quote: |
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