My Starting Point Form

My Starting Point

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Personal Details

Your Details



Birthday format "01-01-2017"






Contact Information








Partner Details




Partner Contact Information








Employment

Your Employment



Whole dollar numerals only





Partners Employment









Anything else relevant about your employment (e.g. on probation)?
Your Superannuation

SMSF IP

















Partners Superannuation











Assets


Details of your own home

Loan details







Investment Property




Loan Details









If you are unsure of a value, enter an estimate.
Savings & Asserts





Credits & Loans

Credit Cards



Other Debts - Personal Loans & Leases



Other details


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