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Net Worth Template and Graph

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Information about Net Worth Template and Graph

Published on August 13, 2013

Author: oconnellsobm

Source: slideshare.net

Description

Are you counting on the sale of your business to fund your retirement? Take stock of where you sit with our Net Worth Graph Template here.
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NET WORTH TEMPLATE O'Connells OBM 2009 2010 2011 2012 2013 Assets Cash & Debentures Westpac 10,000 15,000 15,000 20,000 25,000 Term Deposit 100,000 100,000 100,000 100,000 100,000 Property!Residence Home Street Address 700,000 700,000 700,000 700,000 700,000 Property!Investments Investment Property 1 Address 400,000 400,000 Business Assets Shareholdings ! Listed Shareholdings!Unlisted Unitholdings ! Listed Unitholdings !Unlisted Loans Receivable Superannuation Life Insurance ! Whole of Life Policy / Cash Value Motor Vehicles Personal Possessions Total Assets 810,000$ 815,000$ 815,000$ 1,220,000$ 1,225,000$ Liabilities Credit Cards Westpac Credit Card Bank Overdraft Home Loan Residential Street Address 350,000 340,000 330,000 320,000 310,000 Property Loans Investment Property 1 Address 300,000 300,000 Business Liabilities Loans Payable Life Assurance Loans Motor Vehicle Finance Other Tax Payable(excl. Prov Tax) Total Liabilities 350,000$ 340,000$ 330,000$ 620,000$ 610,000$ Net Worth 460,000$ 475,000$ 485,000$ 600,000$ 615,000$ $ Change 460,000 15,000 10,000 115,000 15,000 % Change #DIV/0! 3.26% 2.11% 23.71% 2.50% Gearing Ratio 0.76 0.72 0.68 1.03 0.99 (total liabilities / net worth) This downloadable tool/calculator/information does not give business, accounting, taxation, investment or financial planning advice. It is intended to provide information in a summary form and is general in nature. The contents do not constitute business, accounting, taxation, investment or financial planning advice and should not be relied upon as such. Formal business, accounting, taxation, investment or financial planning advice should be sought in particular matters. O'Connells OBM Pty Ltd accepts no liability in respect of this information and any person acting solely on the information contained within does so entirely at their own risk. M:AdministrationMarketingWebsite MarketingNet_Worth_Web_Template.xls

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