Adequate Retirement Income Report
Utilising a TTR Strategy

Part A: Contact Details 
Return Email address and who should be contacted if further information is needed.
First Name:     Last Name:   
Company Name:  (if applicable)
Town/Suburb:    State:    Phone Area and No:    
Post Code:    
Email Address:      Please check carefully
Part B: Client Details
  Member Spouse (if relevant)
First Name  
Last Name  
Date of Birth      
A/c Bal 1/7/2011      
Tax Free %:  
Salary 2011/12 incl SG:      
Part C: Preferences
Targeted Retirement Income:    
Current Investment strategy:  
No.of Yrs to Retirement:   
Required Pension Increases:  
Level of Reversion:  
Longevity Risk Control:  
Part D: Additional Comments
$330 (incl GST). Turnaround time within 3 working days anticipated.
Further Details and Contact
Please don't hesitate to email or phone him on (03) 6223 2320.