Page 35 - 2020 PSK Portfolio - Client Name

Y00559674
Y00559674
Review report - Doctor Martyn Ives
Review report - Doctor Martyn Ives North Personal Superannuation
North Personal Superannuation
Martyn Ives
Martyn Ives
1 April 2019 to 31 March 2020
1 April 2019 to 31 March 2020
North Personal Superannuation Y00559674
Asset performance
Asset performance North Personal Superannuation Y00559674
Asset performance for the period 1 April 2019 to 31 Mar
Asset performance for the period 1 April 2019 to 31 March 2020ch 2020
Asset Internal Rate of Return (%)
Asset
Internal Rate of Return (%)
-0.49
National Australia Bank Limited Cap Note 3-Bbsw+4.95% P
National Australia Bank Limited Cap Note 3-Bbsw+4.95% Perp Non-Cum Rederp Non-Cum Red -0.49 p.a.p.a.
North Index Growth
North Index Growth -7.16 p.a.p.a.
-7.16
ANZ Term Deposit 3 Months 2.48% 24 Apr 2019 2.48 p.a.p.a.
ANZ Term Deposit 3 Months 2.48% 24 Apr 2019
2.48
ANZ Term Deposit 3 Months 2.48% 29 Jun 2019
ANZ Term Deposit 3 Months 2.48% 29 Jun 2019 2.48 p.a.p.a.
2.48
2.20 p.a.p.a.
AMP Term Deposit 3 Months 2.20% 12 Sep 2019 2.20
AMP Term Deposit 3 Months 2.20% 12 Sep 2019
AMP Term Deposit 6 Months 1.75% 11 May 2020 1.75
AMP Term Deposit 6 Months 1.75% 11 May 2020
1.75 p.a.p.a.
AMP Term Deposit 3 Months 1.65% 26 Feb 2020
AMP Term Deposit 3 Months 1.65% 26 Feb 2020 1.65 p.a.p.a.
1.65
Performance is based on the Internal Rate of Return (IRR) of the asset over the nominated period.R) of the asset over the nominated period.
Performance is based on the Internal Rate of Return (IR
Rates of return where the asset and reporting periods a
Rates of return where the asset and reporting periods are greater than 12 months are annualised and denoted as '% p.a.'. Assets held for a period lessre greater than 12 months are annualised and denoted as '% p.a.'. Assets held for a period less
than 12 months, and/or a reporting period less than 12 months, display a rate of return for that period only.months, display a rate of return for that period only.
than 12 months, and/or a reporting period less than 12
Refer to explanatory notes for further explanation of h
Refer to explanatory notes for further explanation of how these returns have been calculated.ow these returns have been calculated.
The cash account is specifically excluded from the asset performance report.t performance report.
The cash account is specifically excluded from the asse
Term Deposit asset performance is the effective interest rate.t rate.
Term Deposit asset performance is the effective interes
A */** result occurs when it was not possible to calculate a rate of return.ate a rate of return.
A */** result occurs when it was not possible to calcul
Past performance is not a reliable indicator of future performance.performance.
Past performance is not a reliable indicator of future

Page 7 of 10
Date prepared: 07/05/2020
Date prepared: 07/05/2020 Page 7 of 10