20

Figure 2

Your name: Date:

Name of Beneficiary of Trust:

Wealth Account Investment Portfolio P.I.E

Property

Equities

(Fixed)Interest

eg: Cash Management TrustMinimum 10% Saving to

Wealth Account

Income

Expenses

Ž WagesŽ BonusesŽ CommissionsŽ Tips/Gratuities

Ž RentŽ WagesŽ SuperŽ CarŽ etc

Transfer Account(Net Income per month)

Cash Accounts

Keycards withCredit Card option

PrimaryAccount

SpouseAccount

Monthly Living Expenses Client 1 Client 2Food ................. ..................Beverages ................. ..................Dining Out ................. ..................Clothes ................. ..................Hair/Personal Care ................. ..................Pharmacy ................. ..................Gifts ................. ..................Fares ................. ..................Other ................. ..................

Not Linked

Operations Account

Interest Bearing Cheque With Credit Card (For Overdraft Facility)

Housing Transport Miscellaneous

Rent/Mortgage ............ Car Payments............ Installments ............

Maintenance ............ Insurance ............ Credit Cards ............

Rates ............ Petrol ............ Education ............

Insurance ............ Maintenance ............ Medical ............

Electricity ............ Registration ............ Dental ............

Telephone ............ Insurance ............ Contributions ..........

Gas ............ Life ............ Holidays ............

Health ............ Loans ............Other ............ Other ............

Living

All Unearned IncomeŽ Tax RefundsŽ Interest / DividendsŽ Trust IncomeŽ Social SecurityŽ RentŽ Other

All Tax Deductible ItemsAccounting FeesOne Life International FeesFinancial Management Works FeesFinancial Success FeesNegative GearingDisability Insurance

BOOK DEC 2007.qxp 20/12/2007 12:22 PM Page 20