Page 18 - Ives, Martyn - Review Report - July 2020

Y00559674
Y00559674
Review report - Doctor Martyn Ives
Review report - Doctor Martyn Ives North Personal Superannuation
North Personal Superannuation
Martyn Ives
Martyn Ives
1 June 2019 to 31 May 2020
1 June 2019 to 31 May 2020
Account balance North Personal Superannuation Y00559674
North Personal Superannuation Y00559674
Account balance

Transactions on your account (such as deposits and withdrawals) can cause sharp movements on your account value. Investmentdrawals) can cause sharp movements on your account value. Investment
Transactions on your account (such as deposits and with
performance can vary; past performance is not a reliable indicator of future performance.e indicator of future performance.
performance can vary; past performance is not a reliabl
North Personal Superannuation Y00559674
Account summary North Personal Superannuation Y00559674
Account summary
Opening account value as at 1 June 2019 $279,021.29
$279,021.29
Opening account value as at 1 June 2019
ADD
ADD
SG/Award $21,719.73
SG/Award
$21,719.73
$4,241.58
Salary sacrifice $4,241.58
Salary sacrifice
Income received $7,116.98
Income received
$7,116.98
LESS
LESS
Administration fees $(1,253.52)
Administration fees
$(1,253.52)
Adviser fees
Adviser fees $(1,073.43)
$(1,073.43)
Withdrawals $(6,204.55)
$(6,204.55)
Withdrawals
$(5,355.46)
Net tax on contributions and earnings paid
Net tax on contributions and earnings paid $(5,355.46)
Change in investment earnings
Change in investment earnings $(2,972.58)
$(2,972.58)
Closing account value as at 31 May 2020 $295,240.04
$295,240.04
Closing account value as at 31 May 2020

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Date prepared: 24/06/2020
Date prepared: 24/06/2020 Page 2 of 5