Use these financial quizzes as lead generation tools on your website or to connect with your clients to test their financial knowledge.
Test your clients with this fun and informative retirement planning quiz. Covering topics such as social security, tax concessions and investing, your clients are sure to learn some valuable tips to get the most out of their retirement.
For most Australians, the approach of retirement is something to look forward to. Yet it can also be a time that fills us with trepidation, after all, we’ve saved for it, worked towards it, but are we really prepared for it?
While Superannuation is a way of saving for life after work, it’s not the only factor you need to consider when planning your retirement.
How much do you know about retirement planning?
Take our quiz and find out!
To download and use this content, make sure you're logged in then hit the Download button and choose 'Save as' to keep the document.
No login details? Register above for full access.
This next quiz tests your readers’ knowledge on income tax. It covers common tax laws and record keeping requirements, and includes questions on franking credits, inheritance tax and co-contribution eligibility.
For most Australians, tax is an unavoidable fact of life. A portion of the money we earn, either through work or investment is remitted every year to the Australian Taxation Office (ATO).
How much income tax you pay will depend on how much you earn and what deductions and offsets you are able to claim. Other than this, how much do you really know about income tax?
Subscriber note: You can decide on how to provide these. We recommend that you set them up in a formatted email to return direct to the quiz taker opening the door for further discussion.
Here are instructions on how to set up the quizzes using Survey Monkey. Or if you would prefer assistance, please contact us and we’ll give you details.
This quiz tests your readers’ knowledge on borrowing to purchase a home. It clarifies some commonly used but sometimes confusing terms, and includes a calculation to show how interest and offset accounts affect a mortgage.
After months of doing the weekly open-for-inspection rounds, talking-turkey with estate agents and greeting other house-hunters – you’re on first name basis with many of them by now – you’ve finally found your perfect home. That was the hard part, right?
Borrowing money is not as simple as you may think. Besides the strict regulations governing the lending industry, mortgage products are breeding grounds for industry jargon, add-ons, variations and a plethora of can- and can’t-dos.
The implications of signing up for something you don’t fully understand can be far reaching and very costly – we’re talking the years-out-of-your-life-and-thousands-of-dollars kind of costly.
So how much do you know about borrowing? Take our quiz to find out.
This quiz tests your readers’ knowledge on that wonderfully simple topic – superannuation. Download the instructions on how to set up the quizzes using Survey Monkey. Or if you would prefer assistance, please contact us and we’ll give you details.
If you’re an Australian resident over 18 and earning more than $450 in a calendar month, you are probably contributing to superannuation.
In a nutshell, super is a strictly regulated, tax effective way of putting money aside for your retirement. The government sets a minimum compulsory contribution amount, which your employer calculates based on your income and pays into your nominated super fund. You are encouraged to contribute money to your super in addition to your employer’s payments.
Government policy, our changing lifestyles and extended life expectancies see the structure of superannuation and its supervisory guidelines being routinely revised. The result is a very confusing super system. You probably have a basic understanding of how super works: you put money in and leave it there until you retire, right? But you also know it is more complex than that.
It’s your money after all, so take our quiz and find out exactly how much you know about building your retirement fund.
This is the second of the basic knowledge quizzes. It focuses on taking control of money via creating smart saving habits. Future quizzes will be more complex. Download the instructions on how to set up the quizzes using Survey Monkey. Or if you would prefer assistance, please contact us and we’ll give you details.
It might be safe to say that we are accustomed to the reality of having to work for a living. In fact, many of us are unlikely to know any different; because, since we can remember, Mum, Dad and other family members have been toiling to make ends meet and to provide for their loved ones.
At the same time though, we cherish the thought of reaching financial independence; that is, to adequately provide for our living expenses from our own accumulated resources. And, the quicker, the better, most might agree.
But, I hear you ask, how do I get from being a mere salary or wages earner, to a position where my wealth will be enough to cover my financial needs and dreams? This requires a focused and dedicated mindset; one where - by diligently taking control of your money - every cent of your earnings that is not spent elsewhere, is put towards reaching the goal of financial independence.
Are you financially diligent? Find out by answering our simple quiz.
Test yourself and/or your audience with this first quiz covering the basics of investing and some often misunderstood terms.
Consider this basic truth: there are only two ways to earn a living – you must work for your money, or your money must work for you.
It’s important that our money works hard for us; both, on the way to financial independence, and thereafter, so that we can comfortably maintain the quality of life that we have become accustomed to.
So how does your financial savvy stack up right now? Try this quick quiz to find out.
[Subscriber note: there are various ways to utilise these quizzes. We have provided instructions for one using Survey Monkey as one option. Download the instructions from the Financial Quizzes category. Or if you prefer personal assistance, contact us and we will recommend a service.]
How to use Survey Monkey to set up a new quiz.pdf
Use these instructions to help you set up your quizzes using Survey Monkey.
We've tried to make it as easy as possible, but if you do need personal assistance, contact us and we will provide recommended services.
Remember to save this file first then hit your back button to come back to the library.
1300 654 353 Email us here PO Box 42Horsham VIC 3402