Scribd Logo
Upload

Welcome to Scribd!

  • Proforma Assets and Liabilities

    Uploaded by

    jazz
    35 views2 pages
    This document is a checklist for estimating assets and liabilities. The assets section lists common asset types like existing properties, investment properties, vehicles, savings, superannuation, shares, and other investments. Spaces are provided to estimate the value and monthly investment income for each asset. The liabilities section similarly lists common debt types like mortgages, personal loans, car leases, credit cards, rent, and child support. Spaces allow the user to estimate amounts owing, facility limits, and monthly payments for debts. The checklist notes that totals should be calculated for estimated assets and liabilities.

    Original Description:

    format assets

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    This document is a checklist for estimating assets and liabilities. The assets section lists common asset types like existing properties, investment properties, vehicles, savings, superannuation, shares, and other investments. Spaces are provided to estimate the value and monthly investment income for each asset. The liabilities section similarly lists common debt types like mortgages, personal loans, car leases, credit cards, rent, and child support. Spaces allow the user to estimate amounts owing, facility limits, and monthly payments for debts. The checklist notes that totals should be calculated for estimated assets and liabilities.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    35 views2 pages

    Proforma Assets and Liabilities

    Uploaded by

    jazz
    This document is a checklist for estimating assets and liabilities. The assets section lists common asset types like existing properties, investment properties, vehicles, savings, superannuation, shares, and other investments. Spaces are provided to estimate the value and monthly investment income for each asset. The liabilities section similarly lists common debt types like mortgages, personal loans, car leases, credit cards, rent, and child support. Spaces allow the user to estimate amounts owing, facility limits, and monthly payments for debts. The checklist notes that totals should be calculated for estimated assets and liabilities.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    Assets and liabilities

    checklist

    Estimated assets
    Suburb Value ($) Monthly investment income* ($)

    Existing property (home)

    Investment property 1

    Investment property 2

    Motor vehicle 1

    Motor vehicle 2

    Other assets e.g. furniture, personal effects, collectables, boat, etc.

    Savings with (name of institution)

    Deposit already paid on new home or investment property

    Investments Superannuation


    Shares

    Total estimated assets 0


    0

    * Monthly investment income includes rent and/or interest.


    How to convert to monthly amounts:
    Yearly income – divide by 12.
    Weekly income – multiply by 52 then divide by 12.
    Fortnightly income – multiply by 26 then divide by 12.

    This checklist is a guide only and should not be relied upon as a comprehensive checklist

    Page 1 of 2 | ING IM420 | 08/17


    ING is a business name of ING Bank (Australia) Limited | ABN 24 000 893 292 | AFSL and Australian Credit Licence 229823
    Assets and liabilities
    checklist

    Estimated liabilities

    Amount Owing ($) Facility limit/redraw ($) Monthly payment ($) Financier

    Existing property
    (Home)

    Existing mortgage
    (Investment property 1)

    Existing mortgage
    (Investment property 2)

    Personal Loans
    or hire purchase

    Car lease

    Other debts
    (store accounts, HECS, etc.)

    Contingent liability
    (e.g. guaranteed debt)

    Current rent/ board paid


    (if applicable)

    Child care/maintenance

    Credit card limits

    Total estimated liabilities 0


    0
    0

    This checklist is a guide only and should not be relied upon as a comprehensive checklist

    Page 2 of 2 | ING IM420 | 08/17


    ING is a business name of ING Bank (Australia) Limited | ABN 24 000 893 292 | AFSL and Australian Credit Licence 229823

    You might also like