SMSF Medical Receivables Investment Questionnaire

SMSF Medical Receivables Investment Consultation

Thank you for your interest in our Medical Receivables Investment opportunity for Self-Managed Super Funds.

To ensure we can provide you with the most relevant information about our 10% target return investment strategy, please complete the following questionnaire. Your responses will help us understand your SMSF investment requirements and objectives. All information provided will be treated with the utmost confidentiality.

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Capital growth

Income generation

Diversification

None of these.

Yes.

1% to 5%

6% to 12%

13% to 20%

21% and higher

Under 2 years

Over 2 years

None or limited investment experience.

Mostly invested in blue chip stocks, mutual funds and bond funds.

Experienced with stocks, bonds, currency/crypto, limited partnerships and real estate.

Accredited investor with experience investing in the above, plus hedge funds and alternative investments.

None of these.

Conservative: I’m willing to accept lower returns for safer investments.

Moderate. I’m seeking slightly higher returns with greater than typical risk level.

Aggressive. I’m aiming for highest returns with willingness to lose the whole investment.

None of these.

Thank you!

One of our consultants will be in contact with you soon.