Planner DetailsFull Name*Post Nominal Des*Auth. Rep No*Position / Title*Contact No.*Email*Dealergroup / Licensee DetailsBusiness Name*Licensee*AFSL No.*Contact No.*Preferred Contact PersonPlannerOtherFull Name*Email Address*Contact No.*Client DetailsObjectivesClient's GoalTime FrameHow are your clients tracking?How does your recommendations meet this goal? Scope of AdviceScope of Advice Superannuation Transition to Retirement Retirement Income Stream Centrelink/ DVA Insurance Investment (non super) Savings Plan (non super) Debt Repayment Cashflow Gearing Taxation SMSF (new) SMSF (existing) Family Trust CompanyRecommended Strategy - SuperannuationSuperannuation Rollover Rebalance Spouse Contribution Contributions (non-concessional) Contributions (concessional) OtherRecommended StrategySource of FundsAmount $ Additional informationPlease include Product, Investment of Funds (e.g. model portfolio, sector specific, cash account), risk profile, etcBest Interest DutyWhy is the recommended strategy and product appropriate?Things to considerAlternative StrategiesRecommended Strategy - Transition to RetirementTransition to Retirement Rollover Rebalance Contributions (concession) OtherRecommended StrategySource of FundsAmount $ Additional informationPlease include Product, Investment of Funds (e.g. model portfolio, sector specific, cash account), risk profile, etcBest Interest DutyWhy is the recommended strategy and product appropriate?Things to considerAlternative StrategiesRecommended Strategy - Retirement Income StreamRetirement Income Stream Account Based Pension Rebalance Annuity (ordinary) Annuity (ETP) OtherRecommended StrategySource of FundsAmount $ Additional informationPlease include Product, Investment of Funds (e.g. model portfolio, sector specific, cash account), risk profile, etcBest Interest DutyWhy is the recommended strategy and product appropriate?Things to considerAlternative StrategiesRecommended Strategy - Centrelink / DVACentrelink / DVA Age Pension Disability Pension Carer's Pension Newstart DVA Pension OtherRecommended StrategySource of FundsAmount $ Additional informationPlease include Product, Investment of Funds (e.g. model portfolio, sector specific, cash account), risk profile, etcBest Interest DutyWhy is the recommended strategy and product appropriate?Things to considerAlternative StrategiesRecommended Strategy - InsuranceInsurance Life TPD Income Protection Trauma OtherLife Insured/ OwnerInsurerType of CoverInsured Amount ($)Details Additional informationPlease include Product, Investment of Funds (e.g. model portfolio, sector specific, cash account), risk profile, etcBest Interest DutyThings to considerWhy is the recommended strategy and product appropriate?Please include specific information regarding TPDAlternative StrategiesRecommended Strategy - Investment (Non-Super)Investment (Non-Super) Secured by gearingRecommended StrategySource of FundsAmount $ Additional informationPlease include Product, Investment of Funds (e.g. model portfolio, sector specific, cash account), risk profile, etcBest Interest DutyWhy is the recommended strategy and product appropriate?Things to considerAlternative StrategiesRecommended Strategy - Savings Plan (Non-Super)Recommended StrategySource of FundsAmount $ Additional informationPlease include Product, Investment of Funds (e.g. model portfolio, sector specific, cash account), risk profile, etcBest Interest DutyWhy is the recommended strategy and product appropriate?Things to considerAlternative StrategiesRecommended Strategy - Debt RepaymentDebt Repayment Non Deductible DeductibleRecommended StrategySource of FundsAmount $ Additional informationPlease include Product, Investment of Funds (e.g. model portfolio, sector specific, cash account), risk profile, etcBest Interest DutyWhy is the recommended strategy and product appropriate?Things to considerAlternative StrategiesRecommended Strategy - CashflowRecommended StrategySource of FundsAmount $ Additional informationPlease include Product, Investment of Funds (e.g. model portfolio, sector specific, cash account), risk profile, etcBest Interest DutyWhy is the recommended strategy and product appropriate?Things to considerAlternative StrategiesRecommended Strategy - GearingGearing Secured by direct property Margin lendingRecommended StrategySource of FundsAmount $ Additional informationPlease include Product, Investment of Funds (e.g. model portfolio, sector specific, cash account), risk profile, etcBest Interest DutyWhy is the recommended strategy and product appropriate?Things to considerAlternative StrategiesRecommended Strategy - TaxationTaxation Redeemed non-super investments Small business rollover concessionsRecommended StrategySource of FundsAmount $ Additional informationPlease include Product, Investment of Funds (e.g. model portfolio, sector specific, cash account), risk profile, etcBest Interest DutyWhy is the recommended strategy and product appropriate?Things to considerAlternative StrategiesRecommended Strategy - SMSF (New)Recommended StrategySource of FundsAmount $ Additional informationPlease include Product, Investment of Funds (e.g. model portfolio, sector specific, cash account), risk profile, etcBest Interest DutyWhy is the recommended strategy and product appropriate?Things to considerAlternative StrategiesRecommended Strategy - SMSF (Existing)Recommended StrategySource of FundsAmount $ Additional informationPlease include Product, Investment of Funds (e.g. model portfolio, sector specific, cash account), risk profile, etcBest Interest DutyWhy is the recommended strategy and product appropriate?Things to considerAlternative StrategiesRecommended Strategy - Family TrustRecommended StrategySource of FundsAmount $ Additional informationPlease include Product, Investment of Funds (e.g. model portfolio, sector specific, cash account), risk profile, etcBest Interest DutyWhy is the recommended strategy and product appropriate?Things to considerAlternative StrategiesRecommended Strategy - CompanyRecommended StrategySource of FundsAmount $ Additional informationPlease include Product, Investment of Funds (e.g. model portfolio, sector specific, cash account), risk profile, etcBest Interest DutyWhy is the recommended strategy and product appropriate?Things to considerAlternative StrategiesFees to be disclosedInitialAdvice*Implementation*Fees areInside of ProductOutside of ProductOngoing*Fees areInside of ProductOutside of ProductService LevelAdviser Commission Split*YesNoAmountInsurance Commissions*YesNoInsurerTypeInitial ($ or %)Ongoing ($ or %) Other Fees/NotesProjections*IncludeExcludeProjections requiredAttachmentsPlease upload any supporting documents Drop files here or Please select any supporting documents attached Fact Find File Notes Research where product replacement is required Insurance Quotes Annuity Quotes OtherTerms of Use* I understand that NK Consultants does not hold an AFSL and are not Authorised Representatives for the purpose of providing advice. Ultimate responsibility for the provision of compliant advice including documents specific to my client’s goals and objectives remains with me, the Adviser and my Licensee. I have provided NK Consultants with all relevant information relating to this client and the information is correct and up to date. I am responsible for reviewing the work prior to presenting it to my client. I take complete responsibility for presenting and explaining the advice to my client as well as the appropriateness of the advice. The accuracy of the plan is dependent on the information supplied by me. I understand that by submitting this form to NK Consultants it stands as authority for NK Consultants to invoice me accordingly to the services requested. This iframe contains the logic required to handle Ajax powered Gravity Forms.
