I'D LIKE A FREE BALLPARK ANALYSIS

If you are here it is because you have elected to have us do an Initial Assessment on your basic situation and email it to you. It will be then up to you to decide if you want to take the Service further and explore the full potential of the LOPS for your particular situation. The cost of the Full Report is currently $150.

Privacy Matters

If you are worried that we have no "Privacy Policy", then please rest assured it is because we simply "respect your privacy" and every question below has a legitimate purpose under The Privacy Act 1988 [Cth], that is to say they comply with the 11 Privacy Principles in Section 14 of the Act.

The truth is there is no such thing as a "Privacy Policy", just as there was no such thing as a "Y2K Policy" or a "Quality System Policy". All of these "policies" are simply rorts to make money for "people of low moral fibre".

So please answer all the questions in the first 3 boxes or we simply will not be able to prepare and post a Report to you. Then fill out the Income, Asset details as applicable to your situation.


Name of "Contact" Person
Same person as for Centrelink
Gender & Date of Birth
Gender
Day
Month
Year
 
Address Line #1
eg 34 Main Street
Address Line #2
Smithfield NSW
Postcode
eg 2000
Email
eg mypension@pension.com.au
Phone Number
eg 02 6589 1234
Name of "Other" Person
Leave blank if Single Pensioner
Gender & Date of Birth
Gender
Day
Month
Year
 


Please enter a number from 1 to 4 according to your situation as defined in the following list

1 = Single Pensioner
2 = Pensioner Couple
3 = Couple, only one a Pensioner
4 = Pensioner Couple separated because of illness
Centrelink Classification
See Key above


Your General Details


Nominated Start AGE for Scenarios
eg 65
Nominated Start YEAR for Scenarios
eg 2010
Are you Homeowners?
select yes or no


Allocated Pension Details


Allocated Pension Capital Amount
for $240,000 type 240000
Your guess at Growth Rate of Allocated Pension
for 7.6% type 7.6 (type 0 for none)
Any "CPI" increase wanted for Allocated Pension
for 2.6% type 2.6 (type 0 for none)


"Centrelink" Assets


Cars, Boats etc
for $50,000 type 50000
Home Contents
for $50,000 type 50000
Collections
for $50,000 type 50000
Caravans etc
for $50,000 type 50000
Real Estate eg Beach House
for $250,000 type 250000
Miscellaneous Assets
for $50,000 type 50000


Investment Assets


Funds in Banks etc
for $50,000 type 50000
Managed Funds etc
for $50,000 type 50000
Residual Super Funds
for $50,000 type 50000
Other (shares etc)
for $50,000 type 50000


Your Income


Payments (DrawDown) from your Allocated Pension
for $10,000 per annum type 10000
Rental Income etc (after Deductions)
for $1,000 per annum type 1000
Income from Casual Employment
for $1,000 per annum type 1000
Other Income (eg EBay, Knitting Classes etc)
for $1,000 per annum type 1000


Thank you, all of the above gets input to our system so has to be in that strict format. However if you are uncertain how to answer any parts, simply leave blank and as we will have your email once you SEND the Form, we will get back to you to clear up any confusion.

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