Page 43 - 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
Benefit details North Personal Superannuation Y00573386
North Personal Superannuation Y00573386
Benefit details
Payment summary details as at 31 December 2020
Payment summary details as at 31 December 2020
$81,795.99
Taxable $81,795.99
Taxable
$1,394.60
Tax free $1,394.60
Tax free
28 March 1988
Eligible service date 28 March 1988
Eligible service date
Preservation details
Preservation details
$83,190.59
Preserved
Preserved $83,190.59
$0.00
Restricted non-preserved
Restricted non-preserved $0.00
$0.00
Unrestricted non-preserved
Unrestricted non-preserved $0.00
$83,190.59
Closing account value as at 31 December 2020
Closing account value as at 31 December 2020 $83,190.59
North Personal Superannuation Y00573386
Withdrawal benefit and insurance details North Personal Superannuation Y00573386
Withdrawal benefit and insurance details
$84,407.44
withdrawal benefit
withdrawal benefit
As at 4 February 2021 your withdrawal benefitwithdrawal benefitwithdrawal benefitwithdrawal benefit was:
withdrawal benefit
As at 4 February 2021 your withdrawal benefit was: $84,407.44
This may be payable in addition to any death or TPD benefits.
This may be payable in addition to any death or TPD ben efits.
Your Insurance details as at 4 February 2021 :
Your Insurance details as at 4 February 2021 :
AMPL Elevate
AMPL Elevate
Insured benefit
Benefit description
Benefit description Insured benefit
Life Insurance Plan $886,473.27
$886,473.27
Life Insurance Plan
Total and Permanent Disability Insurance Option (Any) $886,473.27
$886,473.27
Total and Permanent Disability Insurance Option (Any)
Your current annual AMPL insurance premium is $8,221.92
Your current annual AMPL insurance premium is $8,221.92
Transaction details - term deposit North Personal Superannuation Y00573386
Transaction details - term deposit
North Personal Superannuation Y00573386
2020 to 31 December 2020
No term deposit transactions for the period 1 January
No term deposit transactions for the period 1 January 2020 to 31 December 2020
Transaction details - investments North Personal Superannuation Y00573386
North Personal Superannuation Y00573386
Transaction details - investments
Trade Date Settlement Type Description Quantity Unit Price Amount
Quantity
Trade Date Settlement Type
Unit Price
Description
Amount
Date
Date
$0.85
684.89
11/03/2020 11/03/2020 Switch
11/03/2020 11/03/2020 Switch NMM0113 - North Index 684.89 $0.85 $585.44
NMM0113 - North Index
$585.44
Balanced
Balanced
20/07/2020 20/07/2020 Switch NMM0113 - North Index 2,792.05 $0.87 $2,418.47
20/07/2020 20/07/2020 Switch
$0.87
$2,418.47
NMM0113 - North Index
2,792.05
Balanced
Balanced

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