Please enter the first name of the person completing this form. *

 
Please enter the surname of the person completing this form.

 
{{answer_44888683}}, before we can assess your situation we need to obtain some personal information, are you happy to provide this? *

     
 
Thank you {{answer_44888683}}, are you seeking advice for just yourself or as a couple?


 
What is the name of your spouse / partner? *

 
{{answer_44888683}}, please tell us a little about yourself.

 
{{answer_44888683}}, what title do you go by?


 
{{answer_44888683}}, what is your street address?

 
{{answer_44888683}}, what suburb do you live in?

 
{{answer_44888683}}, what state do you live in?


 
{{answer_44888683}}, what is your postcode?

 
{{answer_44888683}}, what is your home phone number?

 
{{answer_44888683}}, what is your mobile phone number?

 
{{answer_44888683}}, what is your Date of Birth

 
{{answer_44888683}}, what is your gender?


 
{{answer_44888683}}, what is your marital / relationship status?


 
{{answer_44888683}}, are you a permanent Australian resident for tax purposes?

     
 
{{answer_44888683}}, how is your health?


 
{{answer_44888683}}, what is your current employment status?


 
{{answer_44888683}}, what is your occupation?

 
{{answer_44888683}}, what is the name of your employer / trading name?

 
{{answer_44888683}}, what is your current annual gross income, excluding bonuses, overtime, levies and superannuation guarantee ($) ?

Your gross annual income is your income before tax is deducted.  

For self-employed individuals this is (Total business revenue less business expenses)
 
{{answer_44888683}}, how much do you estimate you will earn this financial year in bonuses, levies and overtime ($) ?

 
{{answer_44888683}}, how much is your employer contributing as your Superannuation Guarantee (%) ?

For salary or wage payments made on or after 1 July 2014, the minimum SG contributions rate of 9.5% is standard and mandatory.
 
{{answer_44888683}}, is there any other important information around your income or employment you would like to include?

 
{{answer_44888683}}, approximately how may weeks annual leave, sick leave and long service leave do you have?

 
{{answer_44888683}}, do you intend to change your employment situation?

     
 
{{answer_44888683}}, how do you intend to change your employment situation?

 
{{answer_44888683}}, what is your preferred method of contact?


 
Person 2

 
{{answer_jppL}}, what title do you go by?


 
{{answer_jppL}}, what is your surname?

 
{{answer_jppL}}, what is your Date of Birth

 
{{answer_jppL}}, what is your gender?


 
{{answer_jppL}}, what is your marital / relationship status?


 
{{answer_jppL}}, are you a permanent Australian resident for tax purposes?

     
 
{{answer_jppL}}, how is your health?


 
{{answer_jppL}}, what is your current employment status?


 
{{answer_jppL}}, what is your occupation?

 
{{answer_jppL}}, what is the name of your employer / trading name?

 
{{answer_jppL}}, what is your current annual gross income, excluding bonuses, overtime, levies and superannuation guarantee ($) ?

Your gross annual income is your income before tax is deducted.  

For self-employed individuals this is (Total business revenue less business expenses)
 
{{answer_jppL}}, how much do you estimate you will earn this financial year in bonuses, levies and overtime ($) ?

 
{{answer_jppL}}, how much is your employer contributing as your Superannuation Guarantee (%) ?

For salary or wage payments made on or after 1 July 2014, the minimum SG contributions rate of 9.5% is standard and mandatory.
 
{{answer_jppL}}, is there any other important information around your income or employment you would like to include?

 
{{answer_jppL}}, approximately how may weeks annual leave, sick leave and long service leave do you have?

 
{{answer_jppL}}, do you intend to change your employment situation?

     
 
{{answer_jppL}}, how do you intend to change your employment situation?

 
{{answer_jppL}}, is your address;
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{{answer_jppL}}, what is your mobile phone number?

 
{{answer_jppL}}, what is your preferred method of contact?


Thank you for completing the Personal Information Questionnaire.
Please proceed to the next questionnaire.
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