Page 4 - Statement of Advice
P. 4
What you have told me
Cashflow Summary
Cashflow Amount (p.a.)
Income $392,800
Expenses $60,000
Net cashflow $332,800
Assets and Liabilities Summary
Below is a summary of your capital position and a projection showing where you are heading using your current strategies and portfolios.
Description Owner Amount
Assets
Goodwill and real property - Childcare Centres Barry $1,250,000
46 Hermitage Crescent, Thornlands QLD Barry $500,000
B Doe Superannuation Fund Barry $1,810,351
Total $3,560,351
