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Your Individual Tax Return

To help us best prepare for your upcoming Individual Tax Return meeting with M Group Accounting, and get you the best possible result, we would greatly appreciate you taking a few minutes to complete the following short survey.

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Do you own your own home? ^*

Yes, outright.

Yes, with a mortgage.

No.

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Your Home Loan

Please outline your approximate home loan balance outstanding, and when your home loan was last reviewed below.

Current home loan balance? ^*

If you don't know the exact figure, an approximate amount is fine.

When was your home loan last reviewed? ^*

Our lending team recently saved a client over $4,100 in interest per year as a result of a complimentary loan review, enabling them to pay off their home loan 3 years earlier.

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Do you have a superannuation fund? ^*

Yes, more than one.

Yes, just one.

No.

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Your superannuation

Superannuation is a major component of your financial security. We can help maximise your superannuation to better position you for retirement.

What is your current superannuation balance?

If you don't know the exact figure, an approximate amount is fine.

When was your superannuation last reviewed? ^*

Our Financial Planning team have helped many clients maximise their superannuation balance at retirement, often enabling clients to retire earlier.

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Do you have income protection insurance? ^*

Yes.

No.

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Your Income Protection Insurance.

What is the insured sum?

If you don't know the exact figure, an approximate amount is fine.

What is the wait period?

When was your income protection insurance last reviewed? ^*

Our Financial Planning team can review your income protection insurance to ensure that you are adequately protected.

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Do you have Life, TPD and Trauma insurance? ^*

Yes.

No.

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Your Life, TPD and Trauma insurance.

What is the insured sum?

If you don't know the exact figure, an approximate amount is fine.

When was your Life, TPD and Trauma insurance last reviewed? ^*

Our Financial Planning team can review your Life, TPD and Trauma insurance to ensure that you are adequately protected.

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The risks of inadequate insurance cover.

Life goes on if something were to happen to you. Your debts still require payment and your dependants still need income to survive.

Talk to our Financial Planning team to ensure you and your loved ones are adequately protected.

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Do you have an up to date Will? ^*

Yes.

No.

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Your assets may not be protected.

If you were to pass away without an adequate Will, your assets can be frozen - including your bank accounts - and the courts may decide what happens to them.

Talk to our Legal team to ensure you and your loved ones are adequately protected.

A simple Will only costs a few hundred dollars.

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Thank you.

Thank you for your responses.

We look forward to seeing you at your upcoming ITR meeting.

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