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SELF ASSESSMENT STATEMENT OF FINANCIAL POSITION

ASSETS

Estimated Market value

Income Per Week

LIABILITIES

Current Balance

Monthly Payments

PRIVATE DWELLING

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LOAN - DWELLING
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INVESTMENT PROPERTY 1

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LOAN
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INVESTMENT PROPERTY 2

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LOAN
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INVESTMENT PROPERTY 3

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LOAN
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INVESTMENT PROPERTY 4

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LOAN
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INVESTMENT PROPERTY 5

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LOAN
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SHARES
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LOAN
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MANAGED FUNDS
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LOAN
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MOTOR VEHICLES
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LOAN
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OTHER ASSETS
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OTHER LOANS
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BUSINESS VALUE
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CREDIT CARDS - TOTAL LIMIT
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TOTAL ASSETS
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TOTAL LIABILITIES
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NET ASSETS
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NET LIABILITIES
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YOUR SUPERANNUATION FUND DETAILS:
DO YOU HAVE A SMSF?
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SUPERANNUATION 1
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SUPERANNUATION LOANS
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SUPERANNUATION 2
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SUPERANNUATION 3
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SUPERANNUATION 4
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TOTAL SUPERANNUATION
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INCOME:  
  GROSS SALARY BUSINESS INCOME INVESTMENT INCOME TOTAL TAXABLE D.O.B. GENDER
APPLICANT 1
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APPLICANT 2
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SUPER CONTRIBUTIONS 1
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SUPER CONTRIBUTIONS 2
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MANDATORY INFORMATION: NECESSARY FOR YOUR AUTHORISED RESPONSE PURPOSES ONLY  
Your Name
Please let us know your name.
Your Email
Please let us know your email address.
Retype your e-mail
Please let us know your email address.
Preferred retirement age - Applicant 1
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Applicant 2
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Preferred contact number
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OPTIONAL INFORMATION:  
Address 1:
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Address 2:
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