Page 21 - Renshaw, M&T - review report - Febr21

Mr Matthew Douglas Renshaw
Review report - Mr Matthew Douglas Mr Matthew Douglas Renshaw
Review report - Mr Matthew Douglas
1 January 2020 to 31 December 2020
Renshaw 1 January 2020 to 31 December 2020
Renshaw
4 February 2021
Date:
Date: 4 February 2021
Client reference number:
Client reference number: 0068231
0068231
Adviser details
Client details
Client details Adviser details
Name:
Mr Matthew Douglas Renshaw
Name: Mr Matthew Douglas Renshaw Name: Paul Aspros
Name:
Paul Aspros
Addresses:
Addresses: Phone: (02) 9324 8888
(02) 9324 8888
Phone:
33 Melville Street
Postal:
Postal: 33 Melville Street Fax: (02) 9324 8899
(02) 9324 8899
Fax:
ASHBURY NSW 2193
ASHBURY NSW 2193 Email: PAUL@PSK.COM.AU
PAUL@PSK.COM.AU
Email:
Home: 33 Melville Street Adviser transaction
Home:
33 Melville Street
Adviser transaction
No
authority:
ASHBURY NSW 2193
ASHBURY NSW 2193 authority: No
Contacts:
Contacts:
H: H: 0297985747
0297985747
Not supplied
W: Not supplied
W:
0412161164
M: 0412161164
M:
mattrenshaw64@gmail.com
Email: mattrenshaw64@gmail.com
Email:
Gender: Male
Gender:
Male
Date of birth: 31 October 1964
Date of birth:
31 October 1964
Tax file number:
Tax file number: Provided
Provided
Australian resident
Australian resident
Yes
for tax purposes: Yes
for tax purposes:
Portfolio summary
Portfolio summary
Your portfolio summary as at 31 December 2020
Your portfolio summary as at 31 December 2020
Account
Account
Account value
Type Account value
Type
number
number
Generations Personal Super 0068231L201 $1,944.05
Generations Personal Super
$1,944.05
0068231L201
$415,679.44
0068231D201
Summit Personal Super
Summit Personal Super 0068231D201 $415,679.44
Portfolio value $417,623.49
$417,623.49
Portfolio value
North Service Centre, GPO Box 2915, Melbourne, VIC 3001
Tel: 1800 667 841 Fax: 1800 071 329
North Service Centre, GPO Box 2915, Melbourne, VIC 3001 Tel: 1800 667 841 Fax: 1800 071 329
northonline.com.au
Website:
Website: northonline.com.au Email: north@amp.com.au
north@amp.com.au
Email:
Fund: Wealth Personal Superannuation and Pension Fund A BN 92 381 911 598
Fund: Wealth Personal Superannuation and Pension Fund ABN 92 381 911 598
Trustee: N.M.Superannuation Proprietary Limited ABN 31 008 428 322 AFS Licence No. 234654
Trustee: N.M.Superannuation Proprietary Limited ABN 31
008 428 322 AFS Licence No. 234654
Page 2 of 9
Date prepared: 04/02/2021 Page 2 of 9
Date prepared: 04/02/2021