Self-Managed Super Funds are ideal for some, but not for everyone. Find out if you're a suitable candidate by completing the questionnaire below, and clicking the Assess button at the end. Once you submit your questionnaire, we will follow you up to discuss the results. This consultation is complimentary and there is no obligation to proceed with us, should you not wish to.

Your Background

To determine your prior experience level with managing an SMSF, please answer the following questions.

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Additional Information

Answering the following questions will help us to understand your circumstances better should you choose to follow up your results.

5. Are you aware of any of the following:

Yes     No     Yes     No     Yes     No     Yes     No     Yes     No     Yes     No     Yes     No    

Current Total Value Of Accumulated Assets

5. Please enter the value of your accumulated assets for each member.

Timeframe to Retirement
and Commencement of Pension Payments

6. Next, we need to gather some information about their current age, and estimated pension age. Please click the "Add Member" button to create new forms so you can add this information in for each member.

Add Member

SMSF Investments - Expected Investment Mix

7. Enter in values that represent each portion of your investment mix, to make a total 100% (eg 60 + 30 + 10)

You qualify for the SMSF.

Optional followup

If you would like to receive a followup to your assessment, please enter your details below so we may contact you.

Assess Now!

8. Click the button below to process the form to receive instant feedback on your results. If we find any issues, you will be directed to the section of the questionnaire that requires attention, and further advice will be provided.

Privacy Policy: Anonymous statistics on each response are gathered upon running the assessment, including the IP address of the computer that the submission was generated. No personally identifiable information is collected without your consent. v6.0