Page 14 - Shing Susan - Review Report - July 2020

Summary of your assets and liabilities

Assets Owner Value
Home Susan $750,000

Mosman Property Susan $650,000

Potts Point Property Susan $700,000
Cameray Property Susan $800,000
Ashfield Property Susan $690,000
eWrap Investment Susan $6,437
Share Portfolio Susan $485,000
Cash Susan $800,000

Total assets $4,881,437
Super assets Owner Value
Summit Personal Super (AMP) Susan $927,724
Susan’s total super assets $927,724
Liabilities Owner Balance of loan
Mosman Property Susan $328,500
Potts Point Property Susan $416,750

Ashfield Property Susan $552,000
Share Portfolio Susan $105,000
Total Liabilities $1,402,250

Net wealth $4,406,911

Personal Risk Insurances

Policy Policy Life Cover Premium
Insurer/ number owner insured
Product Type Level
AIA 500,000 $2,213.62
Australia 16641681 Susan Susan Death

For further details, please refer to the accompanying reports.