Statement of Advice for Test Client

Page 2 of 33

Where you are now

What we know about you
The table below is a statement of your net worth and has been determined from our analysis of your current
assets and liabilities.
Asset Description

Owner

Value

Subject to
Advice

Cash & Other Investments

Westpac Bank Account

Sample Client

$5,000.00

No

Sample Client

$500,000.00

No

ABC Super

Sample Client

$2,597.69

Yes

DEF Super

Sample Client

$780.60

Yes

GHI Super

Sample Client

$40,653.74

Yes

FSS Super #1

Sample Client

$3,255.45

No

FSS Super #2

Sample Client

$109.08

No

FSS Super #3

Sample Client

$200,263.16

No

Property
Family Residence
Superannuation & Pensions

Other Lifestyle Assets

Home Contents

Sample Client

$50,000.00

No

Motor Vehicle

Sample Client

$15,000.00

No

Total Assets

$000000.00

Liability Description

Owner

Value

Subject to
Advice

Property Lending
Westpac - Residential Home Loan

Sample Client

$200,000.00

No

Westpac Credit Card

Sample Client

$5,000.00

No

Westpac Credit Card

Sample Client

$5,200.00

No

Westpac Credit Card

Sample Client

$5,200.00

No

Other Liabilities

Total Liabilities

$00000.00

Net Asset Position

$00000.00

Where you are now