4orward Thinking

Preliminary SMSF Property Purchase Capacity Assessment

Please complete the questions below and press 'Send' to receive your free '4orward Preliminary SMSF Property Purchase Capacity Assessment'...

This calculator can help you determine your capacity to acquire property through superannuation using a Limited Recourse Borrowing Arrangement (LRBA). We will use this information to prepare a guide about your capacity to invest in property through superannuation that we will email to you. This information is general in nature and provides indicative figures only based on your information. It does not constitute an offer or advice regarding any financial products or credit products and should not be relied upon.

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Who would be a member of your SMSF?

About You

First Name

Surname

Email

Mobile

Employment Status

Annual Salary / Employment Income ($)

Salary Sacrifice

Salary Sacrifice Amount

Estimated Superannuation Balance ($)

Tell us more about yourself to help us serve you better

Do you currently have Personal Risk Insurance (Life/TPD/Trauma/Income Protection)?

Type of Cover Held? Amount of Cover ($)

How would you rate your interest in obtaining or reviewing Personal Risk Insurance?

Your Partner

First Name

Surname

Email

Mobile

Employment Status

Annual Salary / Employment Income ($)

Salary Sacrifice

Salary Sacrifice Amount

Estimated Superannuation Balance ($)

Tell us more about your partner to help us serve you better

Do you currently have Personal Risk Insurance (Life/TPD/Trauma/Income Protection)?

Type of Cover Held? Amount of Cover ($)

How would you rate your interest in obtaining or reviewing Personal Risk Insurance?

Would you like a priority phone call to discuss this further?

Who is the best person to call?

What is the best number to call you on?

What is the best time to call?

What are you most interested in?

Please use the notes section below to provide additional information.

Notes:

Terms:

Disclaimer: This information is provided by 4orward Financial Planning Pty Ltd (‘4orward FP’, ‘we’, ‘us’) ABN 48 009 189 495. A copy of the 4orward Financial Planning Pty Ltd Financial Services Guide can be found at http://4orward.com/super/fsg.pdf. This information should be treated as a guide only, and should not be relied on as an indication of your capacity to purchase a property using an SMSF, or a quote, offer or indication of pre-qualification for any specific financial product or loan. The information is predictive in character and should not be considered financial or credit advice or a comprehensive statement on any matter or relied upon as such. The information does not take into account your objectives, financial situation or needs and may be affected by inaccurate assumptions or by known or unknown risks or uncertainties . You should obtain financial advice before acting on this information. 4orward Financial Planning makes no representation that you should establish an SMSF or acquire property through an SMSF. The amount described above as the ‘SMSF Loan’ is an estimate of the loan amount that may be required to purchase a property within an SMSF and may differ materially from the results ultimately achieved. This guide is in no way intended to constitute credit advice or eligibility for an SMSF Loan or a recommendation that you should establish an SMSF or acquire property through an SMSF – you will need to consult with a licenced credit adviser to determine your ability to obtain an SMSF Loan. You agree to indemnify and hold harmless 4orward Financial Planning for any claims you may incur by relying on this information or otherwise breaching these conditions.

We may collect and hold personal information, that is, information about you (including sensitive information) such as your name, contact details and financial information. We will use such information only for the purpose of providing the guide referred to above, and as the basis for any subsequent discussions with you. We may disclose your personal information to Securitor Financial Group Limited, which authorises 4orward FP to provide financial services, and to government bodies and statutory authorities. We do not disclose your personal information to overseas bodies We may use personal information we hold to provide you with details of promotional offers and special events, although you will always be given the opportunity to opt-out of receiving such material.

Our Privacy Policy sets out our approach to managing your personal information. In particular, it explains how you may seek to access and/or correct the personal information that we hold about you, as well as how to make a complaint about a breach of our obligations under Privacy Laws, and how we will deal with complaints. You can access our Privacy Policy at http://4orward.com/super/privacy.pdf. Any inquiries, complaints or feedback you may have regarding privacy matters can be directed to our Privacy Compliance Officer at: financialplanning@4orward.com.

4orward Financial Planning Pty Ltd is a Corporate Authorised Representative of Securitor Financial Group Ltd ABN 48 009 189 495 | Australian Financial Services Licensee 240687 | Level 7, 530 Collins Street, Melbourne VIC 3000