Superannuation Risk Profile

Contact Details

Name*

First Last

Email*

Mobile Phone*

Date of Birth*

Gender*

Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Please attach your drivers license*

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Please attach drivers license and passport

Please attach your passport*

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Please attach drivers license and passport

Confirm Working Details

Working Status*

Occupation*

Job Title*

Annual Salary (Excluding Superannuation)*

Marital Status*

Number of Children*

Are they financially dependent?*

Yes
No

Confirm Retirement Goals

What retirement lifestyle would you like?*

What age would you like to retire?*

Please enter a number from 40 to 100.

Confirm Investment Selection

What is your investment option selection*

Superannuation and Retirement Goals

What are your superannuation and retirement goals?*

How long do you expect to invest the majority of your funds for?*

Less than 3 years. (1)
3-5 years. (2)
5-7 years. (3)
More than 7 years. (2)

How would you describe yourself when it comes to investing?*

I’m very conservative and am not willing to take on any level of risk. (1)
I’m fairly conservative but am willing to take on a low level of risk. (2)
I’m willing to take on a moderate level of risk if it means better long term results. (3)
I’m willing to take a higher level of risk than most in order to improve long term returns. (4)

If a long term investment that you held started to drop significantly in value over a short period of time, you would be most likely to:*

Sell the whole investment – I wouldn’t want to lose any more money. (1)
Sell part of the remaining investment – it could go back up, but I don’t want to risk everything just in case. (2)
Hold onto the investment – it’s likely it will increase in value again soon. (3)
Hold the remaining investment and buy more while the value is low – when the value goes up I’ll make a good return. (4)

Which of the following best describes what you would like to achieve through your investments?*

I want a regular source of income – I’m not worried if the investment doesn’t increase in value over time. (1)
Generating an income would be my priority, but I would also like to see some increase in the value of my investment over time. (2)
I want the investment to grow in value overall, I would like some income from it, but this is less important to me than investment growth. (3)
I want solid growth of the investment – I’m not interested in getting an income from the investment. (4)

Which of the following best describes how you view investment in overseas shares?*

I want a regular source of income – I’m not worried if the investment doesn’t increase in value over time. (1)
I don’t know much about it – but I may consider investing in overseas shares if I had more information. (2)
Overseas shares are a good way to diversify risk, however, I would only invest some (not all) of my funds into overseas shares. (3)
I consider them a vital part of a long term portfolio, and would be willing to invest a significant amount of my money in overseas shares. (4)

In terms of investments, which of the following is most important to you to achieve?*

Ensure I have enough funds to feel secure in my financial future. (1)
Accumulating enough funds to meet specific objectives. (2)
Lower returns over a longer period of time at a lower level of risk. (3)
Higher returns over a short period of time at a higher level of risk. (4)

Some investments can fluctuate, sometimes quite significantly, over very short periods of time. How would you feel if the value of your investment varied significantly say up or down by one third (33%) or more, over a year or less?*

I would feel very uncomfortable about these fluctuations and would monitor my investments on a daily basis. (1)
I would feel quite uncomfortable about these fluctuations and would monitor my investments once a week. (2)
I would feel a little uncomfortable but wouldn’t spend too much time worrying about it. (3)
I wouldn’t be concerned by short term fluctuations at all. (4)

How important is it to you that your investments keep pace with inflation?*

Not important – I would rather protect the capital. (1)
A little important – but I’m not prepared to take unnecessary risks. (2)
Fairly important – I know that I’ll need to take some risk to ensure my returns beat inflation. (3)
Very important – the priority is for these funds to grow significantly above inflation. (4)

What level of return do you expect your investment to achieve?*

A steady return without losing any of my capital value. (1)
1-2% above inflation. (2)
3-4% above inflation. (3)
5% or more above inflation. (4)

What would you say your risk profile is?*

Conservative
Moderately Conservative
Balanced
Moderate Growth
High Growth

Existing Superannuation

Please attach copies of your existing superannuation statements*

Max. file size: 2 MB.

Partial or Full Rollover Request

Please confirm your rollover instructions:*

I acknolledge and request a full rollover of funds with no insurance, and partial rollover of any funds with insurance until I have completed an insurance review (Recommended)
I acknowledge and request that all of the attached funds be rolled over in full to Cashel Super without an insurance review.