If you are here it is because you have answered "I may well be Interested" and we have agreed that your case may be "a suitable case for therapy". Please fill in the Form below and click the button to send to us via email. If you hit Enter by mistake while filling in the form, just click BACK to return to the Form. We will get a partially completed form and while we will "not be amused" we will not be upset.
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
|
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
|
|
|
|
|
|
|
|
|