Page 16 - Shing Susan - Review Report - July 2020

0155797D201
0155797D201
Review report - Ms Susan Shing
Review report - Ms Susan Shing Summit Personal Super
Summit Personal Super
Susan Shing
Susan Shing
1 June 2019 to 31 May 2020
1 June 2019 to 31 May 2020
Account balance Summit Personal Super 0155797D201
Summit Personal Super 0155797D201
Account balance

Transactions on your account (such as deposits and withdrawals) can cause sharp movements on your account value. Investmentdrawals) can cause sharp movements on your account value. Investment
Transactions on your account (such as deposits and with
performance can vary; past performance is not a reliable indicator of future performance.e indicator of future performance.
performance can vary; past performance is not a reliabl
Account summary
Account summary Summit Personal Super 0155797D201
Summit Personal Super 0155797D201
$964,718.55
Opening account value as at 1 June 2019 $964,718.55
Opening account value as at 1 June 2019
ADD
ADD
Income received
Income received $31,930.66
$31,930.66
$9,563.40
Net tax on contributions and earnings refund
Net tax on contributions and earnings refund $9,563.40
LESS
LESS
Administration fees
Administration fees $(4,834.33)
$(4,834.33)
Adviser fees $(5,353.75)
Adviser fees
$(5,353.75)
$(2,213.62)
Withdrawals
Withdrawals $(2,213.62)
Change in investment earnings
Change in investment earnings $(66,087.22)
$(66,087.22)
$927,723.69
Closing account value as at 31 May 2020
Closing account value as at 31 May 2020 $927,723.69
LESS
LESS
Tax liability
Tax liability # # $(208.91)
$(208.91)
Your Withdrawal values as at 31 May 2020 $927,514.78
Your Withdrawal values as at 31 May 2020
$927,514.78
Tax liability amounts are an estimate only and may chan
# # Tax liability amounts are an estimate only and may change pending final calculation and payment to the ATO.ge pending final calculation and payment to the ATO.

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Date prepared: 24/06/2020
Date prepared: 24/06/2020 Page 2 of 6