Lifestyle Questionnaire

Financial Planning

Help us to tailor your financial plan for you

Please answer the questions as openly and as honestly as you can as it will
allow me to better understand what you need and what your concerns are.
Some useful sources of information are last years tax return,
superannuation member statements, bank and credit card statements.
Any financial advice I give you will be based on the answers you provide
me, further discussions, statements you provide or information I obtain
from the relevant third parties.
Please complete as much of the Lifestyle Questionnaire as possible and
return it to our office prior to your appointment. This will allow me to
prepare for our meeting so we can use our time together effectively.
Please also bring a copy of your latest payslip to our meeting.

Client 1:
Client 2:
Adviser Name:
Appointment Date:

Financial Planning 1800 065 753 | www.equipsuper.com.au

Private and Confidential

Thank you for choosing Equip Financial Planning. To ensure that we can provide you with
appropriate advice, we will be asking you details about your investment objectives, financial
situation and particular needs.
This Financial Planning Profile will be discussed with you by your Financial Planner. The information
you provide as part of this process will be used strictly for the purpose of analysing your personal
financial position, offering strategic advice and later to prepare your Statement of Advice (SoA)
and recommendations.
Please answer the questions as openly and as honestly as you can as it will allow me to better
understand what you need and what your concerns are. Some useful sources of information are
last years tax return, superannuation member statements, bank and credit card statements.
Any financial advice I give you will be based on the answers you provide me, further discussions,
statements you provide or information I obtain from the relevant third parties.
At Equip Financial Planning, we are dedicated to becoming more than just advisers.
We want to help you map out your path to a secure and financially rewarding future.
Please complete as much of the Lifestyle Questionnaire as possible and return it to our office prior
to your appointment. This will allow me to prepare for our meeting so we can use our time together
effectively. Please also bring a copy of your latest payslip to our meeting.

Equip Financial Planning is a Corporate Authorised Representative (No. 313009)

of First State Super Financial Services Pty Ltd AFSL 240019, ABN 37 096 452 318

Important information
Equip Financial Planning is a wholly owned subsidiary of Equipsuper Pty Ltd, the Trustee company for the Equipsuper Superannuation Fund. Equipsuper Financial
Planning Pty Ltd operates as a Corporate Authorised Representative of First State Super Financial Services Pty Ltd (FSSFS) (ABN 37 096 452 318, AFSL 240019),
which means it operates under FSSFSs Australian Financial Services Licence (AFSL). Corporate Authorised Representative number 313009.
As a client of Equip Financial Planning (EFP), EFP and First State Super Financial Services (FSSFS) holds and uses personal information about you. The personal information
that you provide is necessary to enable your financial adviser to make recommendations appropriate for your needs and circumstances. If you decide not to provide the
necessary information then your financial adviser may not be able to provide you with financial advice. You should also understand that if you provide incomplete or inaccurate
information, you may not receive the right advice and you may lose your right to seek compensation as a consequence.
As part of the implementation and review of your financial plan your personal information may, as required, be transferred to or handled by fund managers, insurers, government
regulatory bodies, financial product providers, legal and other professional advisers and other business support providers. By completing this lifestyle questionnaire (or providing
details to your financial adviser to complete the Fact Find), you consent to EFP and FSSFS collecting, using and disclosing your personal information for these purposes.
You can access your own personal information by contacting EFPs or FSSFSs Privacy Officer. If your personal information is inaccurate, incomplete or not up-to-date you may
request us to correct it. A copy of FSSFSs Privacy Policy can be obtained from FSSFSs Privacy Officer, a copy of EFPs Privacy Policy can be obtained from EFPs Privacy Officer.

Your personal information

This section captures information about your personal details, such as your current contact details and how you would
like to be contacted by us.

Your Details
Client 1
Title

Mr

Client 2
Mrs

Dr

Prof

Ms

Miss

Mr

Mrs

Dr

Prof

Ms

Miss

Given Name
Preferred Name
Surname
Gender

Male

Female

Male

Female

Marital Status
Date of Birth

Contact Details
Client 1

Client 2

Home Address

Postal Address

Mailing Address

Home

Postal

Home

Work

Home

Postal

Home

Work

Home Phone
Work Phone
Mobile Phone
Fax
Email Address
Contact me by

Mob

Email

Mob

Email

Lifestyle Questionnaire

|3

About your family

This section captures information about your family, including your children and other family members that are
dependent on you. This helps me consider both you and your family when I make my recommendations.

Children and Dependants

I / We do not have any children or dependants
Dependant 1

You choose not to provide these details now.

Dependant 2

Dependant 3

Dependant 4

Given Name
Surname
Relationship to you
Gender

Male

Female

Male

Female

Male

Female

Male

Female

Date of Birth
Is he/she financially
dependent on you?

Yes

No

Yes

No

Yes

No

Yes

No

If YES until what

age? (in years)

About your health

This section captures information on your current state of health and issues I may need to know about as this may
impact any advice I provide you, particularly personal insurance.

You choose not to provide these details now.

Client 1

Client 2

How would you rate your current health?

Excellent
Average

Do you currently have any personal health,

lifestyle or occupation issues that may affect
you? If Yes please detail in the notes.

Yes

No

Have you smoked in the last 12 months?

Yes

Do you have private health cover?

Yes

notes

4 |

Lifestyle Questionnaire

Good
Poor
Not disclosed

Excellent
Average
Yes

No

No

Yes

No

No

Yes

No

Good
Poor
Not disclosed

About your employment

This section captures information on your income and expenses to help me understand your current cash flow situation.
This allows me to make appropriate recommendations while considering any cash flow shortages or surplus you have.
You can provide me with your last tax return if you are unsure of any of the following details.

Income
Payslip(s) attached
Client 1

Client 2

I am retired and no longer working

Occupation If you have more than one job,
please indicate in the notes section on page 6.
Employer name
Occupation type
(i.e. employee, self-employed etc)
Employment type (i.e. full time, part time, etc)
Number of hours per week / days per week

hrs/wk

days/wk

Do you currently have salary packaging

in place?

Yes

If Yes please give details of salary

packaging

Home loan
Car
Meals & Entertainment
Credit Card
Other

Are you currently making contributions to

superannuation?

Yes

No

Yes

$
$
$
$
$

No

Amount: $
per week / fortnight / month / annum
Or
Percentage of salary %
Are the contributions made from:

Pre tax salary

Post tax salary
unsure

Long Service Leave (LSL) Entitlements

Do you plan on taking any LSL in the
next 2 years?

Yes

No

Yes

Personal Sick Leave Entitlements

No

No

$
$
$
$
$

No

Amount: $
per week / fortnight / month / annum
Or
Percentage of salary %
Pre tax salary
Post tax salary
unsure
days / week
Yes

No
days / week

days / week
Yes

days/wk

Home loan
Car
Meals & Entertainment
Credit Card
Other

days / week

Holiday Leave Entitlements

Do you plan on taking any holiday leave
in the next 12 months?

hrs/wk

Yes

No
days / week

days / week

Are you currently on sick leave?

Yes

No

Yes

No

Have you applied for or been on Work Cover

in the past 2 years?

Yes

No

Yes

No

Lifestyle Questionnaire

|5

About your income and expenses

This section captures information on your income and expenses to help me understand your current cash flow situation.
This allows me to make appropriate recommendations while considering any cash flow shortages or surplus you have.
You can provide me with your last tax return if you are unsure of any of the following details.

Income
Income description

Client 1 ($ per year)

Client 2 ($ per year)

Base salary / wages

Bonus / allowances please indicate the
average bonus you actually receive
Annuity / pension income
Current Centrelink / DVA Benefit Amount
(i.e. Age Pension etc)
Rental income
Share / investment income
Maintenance income
Other taxable income
Other non-taxable income
TOTAL
Reportable fringe benefits
notes

Annual household expenses / surplus

Please see the budget spreadsheet on page 23 if required.
Estimated total annual household expenses:
Are loan repayments included?

Yes

$
Repayment Amount $

No

Are insurance premiums for personal risk included?

Yes

No

Do you spend all your income If NO How much can you save each pay period?
How often do you get paid?

notes

6 |

Lifestyle Questionnaire

Premium Amount $
$
Weekly
Monthly

Fortnightly

About your assets and liabilities

This section captures information about your current financial situation - what you currently own and owe. You can give
me current statements rather than completing the tables below. Please indicate in the notes section below if there
are any assets that you particularly wish to retain.

Personal assets (excluding assets which generate income)

I / We do not have any personal assets.
Description

Owner

Estimated Value

Estimated Centrelink
Value

Principle residence

Home contents

Motor vehicle 1

Motor vehicle 2

Client 1

Client 2

Joint

Please state if any assets are owned by a company or Self Managed Superannuation Fund.
notes

Investment property assets

I / We do not have any investment properties.
Description

Owner

Date of
Purchase/
Price $

Estimated
Value
$

Rental
Income
$ p.a.

Property
Expenses
$ p.a.

Property 1

Property 2

Client 1

Client 2

Joint

Please state if any assets are owned by a company or Self Managed Superannuation Fund.
notes

Lifestyle Questionnaire

|7

Cash / fixed interest assets

I / We do not have any cash or fixed interest assets.
Description

Owner
Client 1

Client 2

Market Value
Joint

Interest
Rate

Maturity
Date

Please state if any assets are owned by a company or Self Managed Superannuation Fund.
notes

Liabilities
I / We do not have any liabilities.
Description

Owner
Client 1

Client 2

Joint

Balance
Outstanding

Interest
Rate

Payment
Amount /
Frequency

Lender:

Lender:

Lender:

Home mortgage
Lender:
Interest only
Investment loan
Lender:
Interest only
Personal Loan
Lender:
Interest only
Motor Vehicles
Lender:
Interest only
Credit Cards

8 |

Lifestyle Questionnaire

Investment assets (Shares / Managed Funds / Master Trusts)

I / We do not have any investment assets.
Investment Name

Third Party Authority Signed.

Owner
Client 1

Client 2

Joint

Investment
Type

Date of
Purchase /
Price

Estimated
Value

$
$
$
$
$
$
$
$
Please state if any assets are owned by a company or Self Managed Superannuation Fund.
notes

Superannuation assets
I / We do not have any superannuation assets.
Super Fund

Owner
Client 1

Third Party Authority Signed.

Account Number

Account Balance

Client 2

Statement
Provided

Please tick you if you have a Self Managed Superannuation Fund (SMSF)
If YES Please complete the members names and balances in the table above.
Name of SMSF
Name of Trustee
Lifestyle Questionnaire

|9

Retirement Income Streams / Pension assets

I / We do not have any retirement income streams.
Fund Name

Third Party Authority Signed.

Owner
Client 1

Account
Number

Client 2

Do you have a Commonwealth Seniors Health Care Card?

Yes

Account
Balance

Income p.a.

Statement
Attached

No

Insurance summary
I / We do not have any insurance policies.
Life Insured

Owner
Client 1

notes

10 |

Third Party Authority Signed.

Lifestyle Questionnaire

Client 2

Other

Insurance
Company

Policy
Type

Level of Cover

Life

Total & Permanent

Disability

Trauma

Income Protection

Life

Total & Permanent

Disability

Trauma

Income Protection

Life

Total & Permanent

Disability

Trauma

Income Protection

Estate Planning (i.e. Wills, Power of Attorney)

Client 1
Do you have a current Will?
If Yes When was your Will prepared and
when was it last updated?

Yes

Client 2
No

Yes

No

Prepared:

Prepared:

Updated:

Updated:

Who is your Executor?

Do you have a current Power of Attorney

(PoA)?

Yes

If Yes What type of PoA?

Financial

Financial

Enduring

Enduring

Medical

Medical

Other

Other

No

Yes

No

notes

Lifestyle Questionnaire

| 11

How can we help you - What are your goals?

To complete this section:

Include the reasons why you have come to see me in the blank rows.
Rank each reason in order of priority. (H) high, (M) medium, (L) low.

Lifestyle & Family

Goal (e.g. save money for a planned expense)

No lifestyle or family goals stated

Time Frame

Estimated $ Value

months:
years:

months:
years:

months:
years:

Priority

notes

Debt Management
Goal (e.g. pay off home loan by retirement)

No debt management goals stated

Time Frame

Estimated $ Value

months:
years:

months:
years:

months:
years:

Priority

notes

Investment

notes

12 |

Lifestyle Questionnaire

No investment goals stated

Time Frame

Estimated $ Value

months:
years:

months:
years:

months:
years:

Priority

Superannuation
Goal (e.g. build my retirement savings)

No superannuation goals stated.

Time Frame

Estimated $ Value

months:
years:

months:
years:

months:
years:

Priority

notes

Retirement
Goal (e.g. approaching retirement and need
to know options regarding superannuation
and pensions)

No retirement goals stated.

Time Frame

Estimated $ Value

months:
years:

months:
years:

months:
years:

Priority

notes

Retirement considerations

I / We do not have any retirement planning needs at this stage.

Goal (e.g. establish a savings plan)

Client 1

Client 2

When do you plan to retire?

Age:
Date:

Age:
Date:

Do you plan working part time at all?

If Yes please indicate how many hours per week you
may work and for how many years.
How much annual income do you think you will need in
retirement?
Will you use other assets to fund your retirement
besides your superannuation (i.e. investment property etc)?
Do you have any planned major expenses in retirement
(i.e. regular overseas holidays / home renovations etc)?
Will you downsize your home?
If Yes how much do you expect to pay for your new
home in todays dollar value?

Yes

No

Unsure

No

Unsure

Yes

No

Unsure

Yes

No

Unsure

Yes

No

Unsure

Yes

No

Unsure

$
Yes

No

Unsure

$
Yes

Yes

No

Unsure
$

Lifestyle Questionnaire

| 13

Personal Risk Insurance

No personal risk insurance goals stated

Goal (e.g. review current insurance cover to make sure its adequate and cost effective)

Priority

notes

Estate Planning (i.e. Wills, Power of Attorney)

No estate planning goals stated

Goal (e.g. make sure assets are passed on appropriately)

Priority

notes

Important contacts
We may need to contact your Accountant or Solicitor to discuss certain matters relating to your investments and tax
considerations or Estate Planning If you are happy for us to contact them, please complete the attached Third Party Authority
Client 1

Client 2

Do you have an Accountant?

Yes

No

Yes

No

Are you happy for us to contact them?

Yes

No

Yes

No

Do you have a Solicitor?

Yes

No

Yes

No

Are you happy for us to contact them?

Yes

No

Yes

No

If Yes please provide their name and contact number

If Yes please provide their name and contact number

14 |

Lifestyle Questionnaire

Your Attitude to Investment Risk

When your Financial Planner formulates your financial strategy, it is important that all your attitudes and approaches to
investment are considered. Please use the sections below to consider your concerns and attitudes to risk in more detail.
However, you may prefer to discuss these issues with your Financial Planner, who can help you determine your profile.

Determine your Personal Investment Risk & Return Profile

What is most important to you in regard to your investments?
I want to protect my money, I dont want to see my investments go backwards.

I want my investments to be secure and provide a regular income to live on.

I want my capital to grow and provide a regular income to live on.

I want my capital to grow but not see much fluctuation in value.

I want my investments to grow as much as possible over the long term, I dont mind if they
fluctuate in value.

How would you react if your investments declined by 20%

over a three month period?
Id be horrified, I dont want to see my money drop in value any further so Id move it to the
safest place I can.

Id be very concerned, Id consider moving it to a safer option.

Id be concerned, but Id consider my options and would wait until the money recovered
before making a change.

I wouldnt be overly concerned, as I understand that sometimes investment values fluctuate,

Id keep my money where it is.

Id have no concern at all, Id see it as an opportunity and invest more money.

What is your willingness to risk short term losses for the prospect of higher
long-term returns?
Low, Im not concerned about returns - I want to protect my money.

Moderate, I want better returns but Im not willing to see big fluctuations in the value of my
investments.

High, Im willing to see larger fluctuations in the value of my investments to get better returns
in the long term.

Greater tax savings are generally obtained from more volatile investments such
as Australian Shares, which of the following best describes you?
I want security ahead of tax savings.

I want stable, reliable returns and Im willing to accept minimal tax savings.

I am willing to accept some variability in returns to access greater tax savings.

I am willing to accept unstable but potentially higher returns in order to maximize my tax savings.

Client 1

Client 2

Client 1

Client 2

Client 1

Client 2

Client 1

Client 2

Lifestyle Questionnaire

| 15

How familiar are you with investment markets

I have very little understanding or interest.

I am not very familiar with investments or markets.

I have got enough knowledge to understand why its important to diversify.

I have a solid understanding which includes how different asset classes may perform
and fluctuate.

I am very experienced with all investment sectors.

How long do you expect most of your money to be invested before you need to
access it.
Up to two years.

Between three & five years.

Between five & seven years.

More than seven years.

If you inherited $50,000 and you had to invest it for a minimum of five years how would
you invest the money?
Id put it in a term deposit or other bank account.

Id invest it in a range of different investments such as shares, property and cash.

Id invest it on the stock market.

ADVISER USE ONLY

Risk Profile Score
Risk Profile (as per Questionnaire)
Agreed Risk Profile
notes

16 |

Lifestyle Questionnaire

Client 1

Client 1

Client 2

Client 1

Client 2

Client 1

Client 2

Client 2

Personal Risk Insurance needs analysis

(For completion with your Financial Planner)
Life / TPD / Trauma
Client 1

Client 2

Clear Debts

Yes

No $

Yes

No $

Cover Funeral Costs

Yes

No $

Yes

No $

Medical Expenses

Yes

No $

Yes

No $

Emergency Fund

Yes

No $

Yes

No $

Capital Needs
Income Required (p.a.)

Client 1

Client 2

Yes

No $

Yes

No $

Yes

No $

Yes

No $

Yes

No $

Yes

No $

For how many years?

Childcare / Education (p.a.)
For how many years?
Other funding (p.a.)
For how many years?

Income Replacement
Financial assets you will
be willing to sell

Lifestyle assets you will be

willing to sell

Client 1

Client 2

Investment Property

Investment Property

Direct Shares

Direct Shares

Cash Assets

Cash Assets

Superannuation

Superannuation

Other

Other

Home

Home

Motor Vehicle

Motor Vehicle

Other

Other

notes

Lifestyle Questionnaire

| 17

Income protection
Income Required

Client 1

Client 2

% of income to cover
Superannuation maintenance
benefit

Yes $

Yes $

No

No

Total Cover Required (p.a.)

Less

Client 1

Client 2

Income not affected by disability

(i.e. rental income)

Existing cover

Additional cover required (yearly)

Additional cover required

(monthly)

Benefit period
Waiting period
notes

18 |

Lifestyle Questionnaire

Yes

No $

Yes

No $

Important note to clients

As discussed previously, your Financial Planner must have reasonable grounds for making an investment
recommendation or giving appropriate financial advice.
Before making a recommendation, your Financial Planner must ask you about your investment objectives, financial situation
and particular needs. The information collected in this Lifestyle Questionnaire will be used strictly for that purpose.
Your Financial Planner could make inappropriate recommendations or give inappropriate advice if you fail to provide
sufficient information to allow a full and accurate completion of this form. Accordingly, you may lose your right to seek
compensation for any loss suffered as a consequence of incomplete or inaccurate information.
Where possible EFP works to reduce the the amount of natural resources we consume in the provision of financial services.
As a result we offer our clients the option of receiving documents such as product disclosure statements, brochures and
other resources electronically or on-line. All documents provided electronically or on-line will be clearly identified and will
remain available to you as required by legislation, usually up to seven years. You may request a paper copy at any time.
Please tick the box if you are happy to recieve documents in this manner.

Acknowledgment
The information provided in this Lifestyle Questionnaire is complete and accurate.
I/we also acknowledge that personal circumstances can change, and will contact EFP when,
and if, this occurs.

Financial Services Guide

I/we acknowledge receipt of the EFP Financial Services Guide Version: EFP / 001 / 0214

Privacy Notice
I/we acknowledge receipt of the EFPs Privacy Statement. FSSFSs Privacy Policy is available at www.fssfp.com.au.
I/we also understand my/our rights under these guidelines, and understand the purpose for which the information requested
in this form is being collected.
Client 1

Client 2

Signature:
Date:

Financial Planners Acknowledgment

Signature:
Date:
Lifestyle Questionnaire

| 19

Tax File Number

To:

Equip Financial Planning, a Corporate Authorised Representative of

First State Super Financial Services Pty Ltd (AFSL 240019),
Level 12, 330 Collins Street, Melbourne VIC 3000

I / We give permission for my / our Tax File Number (TFN) to be stored in a secure format by my / our Adviser in accordance
with legislative requirements. I / We give permission for my / our Tax File Number(s) to be forwarded to financial institutions
as required.

Client 1

Client 2

Name:

Name:

Date of Birth:

Date of Birth:

Address:

Address:

20 |

Lifestyle Questionnaire

THIRD PARTY AUTHORITY

Dear Sir/Madam,
I hereby authorise Equip Financial Planning, PO Box 625 Collins Street West, Victoria, 8007,
and my Financial Adviser to make enquiries concerning my account;
(Advisers Name)
Of Equip Financial Planning
Level 12, 330 Collins Street
Melbourne VIC 3000
A representative of Equip Financial Planning, a Corporate Authorised Representative of First State Super Financial
Services Pty Ltd (ASFL 240019)
This authority will remain in force until cancelled or replaced in writing.
Please forward any information as requested to the Financial Adviser listed above or to the following staff members
of Equip Financial Planning:
1.
2.

By signing this form I authorise the person/s mentioned above to have access to financial account details,
including transactional information.
Name:

Date of Birth:

Address:
Institution / Product Provider:
Policy Number / Member Number:

Yours faithfully,
Signed:

Date:

Name Printed:

Level 12, 330 Collins Street, Melbourne VIC 3000

(PO Box 625 Collins Street West VIC 8007)
Phone: 1800 065 753 Fax; (03) 9248 5990
Equipsuper Financial Planning Pty Ltd ABN 84 124 491 078
EFP is a Corporate Authorised Representative of
First State Super Financial Services Pty Ltd (ASFL 313009)
Lifestyle Questionnaire

| 21

This page has been left blank intentionally

22 |

Lifestyle Questionnaire

THIRD PARTY AUTHORITY

Dear Sir/Madam,
I hereby authorise Equip Financial Planning, PO Box 625 Collins Street West, Victoria, 8007,
and my Financial Adviser to make enquiries concerning my account;
(Advisers Name)
Of Equip Financial Planning
Level 12, 330 Collins Street
Melbourne VIC 3000
A representative of Equip Financial Planning, a Corporate Authorised Representative of First State Super Financial
Services Pty Ltd (ASFL 240019)
This authority will remain in force until cancelled or replaced in writing.
Please forward any information as requested to the Financial Adviser listed above or to the following staff members
of Equip Financial Planning:
1.
2.

By signing this form I authorise the person/s mentioned above to have access to financial account details,
including transactional information.
Name:

Date of Birth:

Address:
Institution / Product Provider:
Policy Number / Member Number:

Yours faithfully,
Signed:

Date:

Name Printed:

Level 12, 330 Collins Street, Melbourne VIC 3000

(PO Box 625 Collins Street West VIC 8007)
Phone: 1800 065 753 Fax; (03) 9248 5990
Equipsuper Financial Planning Pty Ltd ABN 84 124 491 078
EFP is a Corporate Authorised Representative of
First State Super Financial Services Pty Ltd (ASFL 313009)
Lifestyle Questionnaire

| 23

This page has been left blank intentionally

24 |

Lifestyle Questionnaire

Appendix 1 Budget Worksheet

Household expenses

Monthly Expenses

Annual Expenses

Mortgage/rent

Rates

Electricity/gas/water

Phone/internet

Home insurance

Food

Clothing

Medical/dental/chemist

Health insurance

Other expenses

Other expenses

Other expenses

Motor Vehicle Expenses

Monthly Expenses

Annual Expenses

Insurance

Registration

Running costs, e.g. petrol, cleaning

Other

Other

Other Expenses

Monthly Expenses

Annual Expenses

Education

Gifts & donations

Accounting fees

Other

Other

TOTAL EXPENDITURE

Lifestyle Questionnaire

| 25

notes

26 |

Lifestyle Questionnaire

notes

Lifestyle Questionnaire

| 27

Equipsuper Financial Planning Pty Ltd ABN 84 124 491 078 is owned by Equipsuper Pty Ltd
ABN 64 006 964 049 AFSL 246383, the Trustee of the Equipsuper Superannuation Fund ABN
33 813 823 017. Equipsuper Financial Planning Pty Ltd (EFP) operates as a Corporate Authorised
Representative of First State Super Financial Services Pty Ltd (FSSFS) (ABN 37 096 452 318, AFSL
240019). This means that EFP operates under FSSFSs AFSL. You can obtain the EFP Financial
Services Guide and/or Privacy Statement by contacting our Helpline 1800 065 753.
For more information on Equip Financial Planning, please refer to the Financial Services Guide
(FSG) available from our website at www.equipsuper.com.au or by calling 1800 065 753.

Corporate Authorised
Representative number
313009.
Head office
Level 12, 330 Collins Street
Melbourne VIC 3000
Phone: 1800 065 753
Fax: (03) 9248 5990
Mail
PO Box 625
Collins Street West
Melbourne VIC 8007
www.equipsuper.com.au

Publication No: EFP / 003 / 0214