Client One - Assets & Liabilities (Stage 4 of 11)

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Client One - Assets & Liabilities (Stage 4 of 11)

What is your total (approximate) net worth, including superannuation and life insurance?

How many properties do you own (including your residence)?

How many financial institutions do you hold bank accounts with?

For example, if you bank with ANZ and CBA, select "2"

Please tell us the names of the financial institutions you currently hold accounts with.

For example, ANZ, CBA, Westpac.

Do you own any shares or other investments?
Yes No Unsure

Please list the names of the shares and their values (for example, BHP, Telstra, Rio Tinto) or alternatively, provide your broker’s contact details.

What is the name of your superannuation fund?

What is the approximate current value of your superannuation account balance? (Excluding life insurance)

What is the value of your life insurance, if any?

Have you nominated a beneficiary to receive your superannuation on your death?
Yes No Unsure

Do you own assets outside of Australia?
Yes No Unsure

Please provide details of the type of assets and their approximate value.

What is the value of your company or business assets?

What is the value of your family trust assets?

Do you own any Bitcoin or other digital assets?
Yes No

What is the approximate value of your digital assets?

Does anyone owe you money that you would like to address in your Will?

Are you expecting to receive an inheritance?
Yes No

What is the approximate value of your expected inheritance?

Not sure how to answer this a question?
Simply select "Unsure" or skip over the question and we can discuss any concerns you have during our teleconference.

1 Your Details
2 Family Details
3 Executors
4 Guardians
5 Assets & Liabilities
6 Gifts
7 Disputes
8 Disposal of Body Wishes

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