Page 39 - Renshaw, M&T - review report - Febr21

Y00573386
Y00573386
Review report - Mrs Teresa Renshaw
Review report - Mrs Teresa Renshaw North Personal Superannuation
North Personal Superannuation
Teresa Renshaw
Teresa Renshaw
1 January 2020 to 31 December 2020
1 January 2020 to 31 December 2020
Account balance North Personal Superannuation Y00573386
Account balance
North Personal Superannuation Y00573386

Transactions on your account (such as deposits and withdrawals) can cause sharp movements on your account value. Investment
drawals) can cause sharp movements on your account valu
e. Investment
Transactions on your account (such as deposits and with
e indicator of future performance.
performance can vary; past performance is not a reliable indicator of future performance.
performance can vary; past performance is not a reliabl
Account summary North Personal Superannuation Y00573386
Account summary
North Personal Superannuation Y00573386
Opening account value as at 1 January 2020
Opening account value as at 1 January 2020 $80,880.57
$80,880.57
ADD
ADD
$7,120.75
SG/Award
SG/Award $7,120.75
Income received
Income received $3,184.96
$3,184.96
LESS
LESS
Administration fees $(404.40)
Administration fees
$(404.40)
Adviser fees $(442.70)
Adviser fees
$(442.70)
Net tax on contributions and earnings paid $(377.47)
Net tax on contributions and earnings paid
$(377.47)
$(7,168.80)
Insurance fees
Insurance fees $(7,168.80)
$397.68
Change in investment earnings $397.68
Change in investment earnings
Closing account value as at 31 December 2020
Closing account value as at 31 December 2020 $83,190.59
$83,190.59

Page 3 of 6
Date prepared: 04/02/2021
Date prepared: 04/02/2021 Page 3 of 6