BOOK DEC 2007.qxp
20/12/2007
12:22 PM
Page 20
Your name:
Date:
Name of Beneficiary of Trust:
Wealth Account
Investment Portfolio P.I.E
All Tax Deductible Items Accounting Fees One Life International Fees Financial Management Works Fees Financial Success Fees Negative Gearing Disability Insurance
All Unearned Income Ž Tax Refunds Ž Interest / Dividends Ž Trust Income Ž Social Security Ž Rent Ž Other
(Fixed) Interest
Property
Equities
eg: Cash Management Trust
Minimum 10% Saving to Wealth Account
Income
Ž Wages Ž Bonuses Ž Commissions Ž Tips/Gratuities
Transfer Account
(Net Income per month)
Expenses
Ž Rent Ž Wages Ž Super Ž Car Ž etc
Operations Account
Cash Accounts Keycards with Credit Card option Spouse Account
Monthly Living Expenses
Client 1
Client 2
Food Beverages Dining Out Clothes Hair/Personal Care Pharmacy Gifts Fares Other
................. ................. ................. ................. ................. ................. ................. ................. .................
.................. .................. .................. .................. .................. .................. .................. .................. ..................
Not Linked
Primary Account
Interest Bearing Cheque With Credit Card (For Overdraft Facility) Living Housing
Transport
Rent/Mortgage ............
Car Payments............ Installments ............
Miscellaneous
Maintenance
............
Insurance
............ Credit Cards ............
Rates
............
Petrol
............ Education
Insurance
............
Maintenance ............ Medical
............ ............
Electricity
............
Registration ............ Dental
Telephone
............
Insurance
Gas
............
............
............ Contributions ..........
Life
............ Holidays
............
Health
............ Loans
............
Other
............ Other
............
Figure 2
20