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Superannuation

Does your advice include any strategies related to Superannuation?

Yes

No

Make a Non - Concessional Contribution

Make a Concessional Contribution

Establish/Continue Salary Sacrifice contribution

Make a spouse contribution

Cashout and recontribute

Government co contribution

Downsizer contribution

First Home Super Saver Scheme

Withdrawal from super

Rollover Super

Retain super

Switch and rebalance super

Establish super

Investment

Does your advice include any strategies related to Investment?

Yes

No

Retirement Planning

Does your advice include any strategies related to Retirement Planning?

Yes

No

Insurance

Does your advice include any strategies related to Insurance?

Yes

No

Apply for Life with Linked TPD Insurance

Apply for Income Protection and Trauma insurance

Adjust the existing personal insurance cover (Increase or Decrease cover)

Maintain personal insurance strategy

Setting up an SMSF

Does your advice include any strategies related to Setting up an SMSF?

Yes

No

Setting up an SMSF

Establish a limited recourse borrowing arrangement within your SMSF

Investment of funds for your SMSF

Commence an ABP for SMSF

Wind up SMSF

Retain SMSF

Review SMSF trust deed

Aged Care

Does your advice include any strategies related to Aged Care?

Yes

No

Aged care services & accommodation

Do you have any additional custom strategies not mentioned above, please select if this may require the use of Wealthsolver or Xtools

XTOOLS

Wealthsolver

Australia

Sri Lanka