Superannuation Wealth Building Questionnaire
The following questions will help you work out whether a Self Managed Super Fund is right for you. This is the most power thing you will do this year to determine the right wealth building vehicle for you.
The ASFA Retirement standard suggests couples enjoying a 'comfortable retirement' should have at least $62,000p.a income from their investment a year. If you were to retire tomorrow, how much income do you need each year to maintain your current lifestyle?
$50,000 - $70,000
$70,000 - $120,000
$120,000 - $170,000
$170,000 and above
According to ASFA standards, for a comfortable lifestyle, the balance in superannuation for a single should be at least $545,000 and for a couple $640,000. What do you think the total superannuation balance for you (and your family) is?
$0 - $100,000
$100,000 - $300,000
$301,000 - $500,000
$501,000 - $1,000,000
Over $1,000,000
What age bracket are you in?
18 - 25
25 - 45
45 - 55
55 - 66
67 or more
The type of work you are in may determine the superannuation wealth building strategies relevant to you. What type of work are you engaged in?
Employed
Unemployed
Business Owner / Self employed
Investor
Future results are determined by today's decision. When are you looking at taking control of your superannuation?
Right now
In 3 months' time
In 6 months' time
In the next year or so
Full Name
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Email
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Phone
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