Assets Liabilities Real Estate Money owed on mortgage(s) Institution To be paid out Address yes no with this loan $ $ Balance Insured Institution To be paid out Property value $ yes no with with this loan $ $ Address Balance Personal Loans Insured Institution To be paid out Property value $ yes no with with this loan Term in months Vehicles $ Year Make $ Balance Model To be paid out Institution yes no with this loan Insured Value $ $ Term in months with Year Make $ Balance Model Credit Cards (complete even if balance is nil) Insured Card type & issuer To be paid out yes no Value $ with this loan with $ $ Cash and bank accounts Credit Limit Balance Institution Card type & issuer To be paid out yes no with this loan Account no. & type $ $ Credit Limit Balance $ Store Cards (complete even if balance is nil) Value Institution Card type & issuer To be paid out yes no with this loan Account no. & type $ $ Credit Limit Balance Card type & issuer To be paid out $ Value yes no with this loan $ $ Credit Limit Balance Superannuation Overdrafts Institution/Broker Institution To be paid out yes no with this loan $ $ $ Balance Cash value Institution To be paid out Shares yes no with this loan $ $ Institution/Broker Balance $ Other Cash value Institution To be paid out Institution/Broker yes no with this loan $ $ $ Cash value Balance Other Assets Living Expenses Description $ Value Food/Housekeeping $ Utilities $ $ Insurance $ Transport $ Description Value $ Education $ Dependant’s Support $ Description Value $ Other - Specify $ Entertainment $ Description Value Home contents Rent/Board $ $ Total Monthly Living Expenses $ Value Discretionary Expenses $ $ Private/Tertiary Education Private Health Insurance Overseas holiday $ Cleaners & Gardeners $ Other - Specify $ Other - Specify $ Total Monthly Discretionary Expenses $
Assets Liabilities Real Estate Money owed on mortgage(s) Address Institution To be paid out with this loan yes no $ Balance $ Insured with Property value $ Institution To be paid out with this loan yes no $ Balance $ Address Personal Loans Insured with Property value $ Institution To be paid out with this loan yes no Vehicles $ Term in months Year Make Balance $ Model Institution To be paid out with this loan yes no Insured with Value $ $ Term in months Year Make Balance $ Model Credit Cards (complete even if balance is nil) Insured with Value $ Card type & issuer To be paid out with this loan yes no Cash and bank accounts Credit Limit $ Balance $ Institution Card type & issuer To be paid out with this loan yes no Account no. & type Credit Limit $ Balance $ Value $ Store Cards (complete even if balance is nil) Institution Card type & issuer To be paid out with this loan yes no Account no. & type Credit Limit $ Balance $ Value $ Card type & issuer To be paid out with this loan yes no Credit Limit $ Balance $ Superannuation Overdrafts Institution/Broker Institution To be paid out with this loan yes no Cash value $ $ Balance $ Shares Institution To be paid out with this loan yes no Institution/Broker $ Balance $ Cash value $ Other Institution/Broker Institution To be paid out with this loan yes no Cash value $ $ Balance $ Other Assets Living Expenses Description Value $ Food/Housekeeping $ Utilities $ Description Value $ Insurance $ Transport $ Description Value $ Education $ Dependant’s Support $ Description Value $ Entertainment $ Other - Specify $ Home contents Rent/Board $ Value $ Total Monthly Living Expenses $ Discretionary Expenses Private/Tertiary Education $ Private Health Insurance $ Overseas holiday $ Cleaners & Gardeners $ Other - Specify $ Other - Specify $ Total Monthly Discretionary Expenses $
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