| Collection of your information |
Verbal |
Questionnaire |
Assisted |
| Level of complexity |
Simple |
Moderate |
High |
| Communication and Contact |
You call |
You call |
We call & You call |
| Telephone service |
 |
|
|
| Face to face |
|
|
|
| Personal dedicated Adviser |
|
optional |
|
| Ongoing financial review |
|
optional |
Tailored |
| Education and events |
|
optional |
|
| Work with other professional advisers |
|
|
|
| Scope of Advice |
|---|
| Contributions to superannuation (salary sacrifice and voluntary contributions) |
|
|
|
| Withdrawals from superannuation |
|
|
|
| Investing in managed funds |
|
|
|
| Investment choice |
|
|
|
|
| Electricity benefit packaging |
|
|
|
|
| Wills and estate planning |
|
|
|
| Allocated pensions (including transition pensions) |
|
|
|
| Social Security planning |
|
|
|
| Personal wealth protection |
|
|
|
| Gearing |
|
|
|
| Direct shares trading |
|
|
|
| Self managed superannuation funds |
|
|
|
| Private and charitable trusts and asset protection |
|
|
|
| Portfolio Construction |
|
Moderate |
High |
|
|---|