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







Per your personal tax return

Please make note of Losses below in comments

Anything else relevant about your employment (i.e. maternity leave)?
Partners Employment







Per their personal tax return

Please make note of Losses below in comments

Anything else relevant about your partners employment (i.e. maternity leave)?


Your Superannuation


Defined benefit plans are specific to government employment


Minimum Employer Contribution is 9.5%




Any other relevant information, i.e Value of the defined benefit portion, how long you've salary sacrificed for etc
Partners Superannuation


Defined benefit plans are specific to government employment


Minimum Employer Contribution is 9.5%




Any other relevant information, i.e Value of the defined benefit portion, how long you've salary sacrificed for etc

Assets


Details of your own home

If you're unsure of a value, enter an estimate.

Loan details






Month/Year Estimation



Investment Property




If you're unsure of a value, enter an estimate.
Loan Details









Savings & Asserts






Credits & Loans

Credit Cards



Other Debts - Personal Loans & Leases



Other details

I.e. Your purchasing ability, refinance, superannuation, financial health check, specific advertisement