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Wealth Account Picture By Roy Mc Donald

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This is detailed picture of the way your wealth account should be set up. By Roy McDonald. Social Media Marketing Brisbane | Gold Coast http://bobbygarrett.me

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Wealth Account Picture By Roy Mc Donald

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

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