Self Managed Super Fund Client Profile and Calculator

Applicant Information

General Financial Review

current superannuation fund balance

current superannuation fund balance

current income

Yearly superannuation contribution

current income

Yearly superannuation contribution

Does the applicant own their own house?

If the applicant owns their own house what is its current value

How much is currently owed on the house

Available equity in applicants house


* Please note this is an initial review to see if you may be able to qualify to purchase an investment property via a Self Managed Super Fund. Complete Although you may qualify based on this basic information, it is required that a limited Statement of Advise (SOA) needs to be completed by a licensed and qualified SMSF Financial Planner for a definitive answer if you are suitable to purchase an investment property via a SMSF which will be based on your complete financial status.