challengeclub's Net Worth for June 2020


Assets Value Change ($) Change (%)
Savings $23,100 ($2,000) (7.97%)
Stocks $4,300 $1,000 30.30%
Bonds $33,600 - -
Superannuation $144,100 $3,000 2.13%
House $385,000 $5,000 1.32%
Investment Property $267,000 - -
Cars $10,000 - -
Personal Property $20,000 - -
Other Assets $249,000 $5,000 2.05%
$1,136,100 $12,000 1.07%
 
Debts Value Change ($) Change (%)
House Mortgage $325,600 ($500) (0.15%)
IP Mortgage $133,500 - -
Credit Cards $0 - -
Total Debts $459,100 ($500) (0.11%)
Net Worth $677,000 $12,500 1.88%
*All values shown in AUD ($)
Notes:
JUNE 2020

Bonds is Rental Bond $1100 (Half)
Plus now have added now also Land Deposit even though I haven't paid it myself ($32500) - because after all I will list entire house later as mine even if only joint
Because I am paying for it all almost except some contribution from Inna
[I only split joint accounts with Robert and one joint with Inna, but not House with Inna - but Inna's money is hers]

Mercer apartment determined to now be around $534,000 purchase price as doesnt look like collapse after all

Hadfield apartment is sold (not settled yet) at $395,000 - as this is mid point of sale range (proceeds will be $10000 less due to costs to sell) so $385000

Cash includes half of all joint accounts + PayPal (at approx $2000 with ebay sales thus far)

INHERITANCE Coming - as mum passed away:
Therefore Other Assets is Inheritance
$29000 Cash (half of bank) + half of House at $440000 proceeds (agreed sale) = $249000 (received later in the year)
Legal costs not counted yet - will come into cash balances later

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