| Current Situation |
| - How many years until you plan to draw on your super? |
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| - Which of the following best describes your investment experience? |
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| - What percentage of your pre-tax salary are you saving for retirement (excluding compulsory employer SG payments)? |
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| Investment Objectives |
| - Select which of the following is most important to you in your investments |
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| - If one of your investments declined by 20% in value in one year, how would you react? |
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| - You can accept negative short term returns for higher long term returns |
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| - You prefer little or no volatility in your investments for lower returns than more aggressive options |
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| After Employment |
| - In retirement, over how many years do you intend to spend your superannuation savings? |
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| - What percentage of your pre-retirement income would you prefer to live on in retirement? |
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