Property Investor Eligibility Questionnaire

Full Name

Phone *

Email *

State of Residence

New South Wales
Northern Territory
Queensland
South Australia
Victoria
Western Australia
Australian Capital Territory
Tasmania
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1. What is your main reason for wanting to invest in property?

Long-term wealth building
Retirement planning
Cash flow / passive income
Tax benefits
Diversifying investments
Other
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Please specify

2. What is your investment timeline?

Ready to start now
Within 3–6 months
Within 6–12 months
Still researching / unsure
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3.What type of property are you interested in?

Established dwelling
New build / house & land
Apartment or townhouse
Commercial property
Unsure
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4. What is your approximate annual household income?

Under $80,000
$80,001–$120,000
$120,001–$180,000
$180,001–$250,000
Over $250,000
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5. Do you currently have savings available for investment (deposit)?

Yes – Over $150,000
Yes – $100,000 to $150,000
Yes – $50,000 to $100,000
Yes – Under $50,000
Not yet
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6.Do you have existing debt (excluding home loan)?

Yes – Over $50,000
Yes – Under $50,000
No
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7. Have you spoken with a mortgage broker or lender recently?

Yes – I have pre-approval
Yes – We had an initial discussion
No – I need help
No – Not yet
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8. Do you own your current home or renting?

Own (with mortgage)
Own outright
Renting
Living with family
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9.Do you currently own investment properties?

Yes – 2 or more
Yes – 1
NO
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10..Are you interested in using an SMSF to invest in property?

YES
NO
Unsure – need guidance
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What is the current balance of your SMSF(including your partner's super if applicable)?

Less than $150,000
$150, 001 to $200,000
Above $200,000
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Do you already have an SMSF set up?

Yes
No
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