Owner Units (if applicable) Current value $ $ $ $ Purchase price $ $ $ $ Date purchased / / / / / / / / Income reinvested Yes No Yes No Yes No Yes No Regular Yes No Yes No Yes No Yes No contributions Regular Contributions $ $ $ $ Amount Frequency F/M/Y Do you wish to Yes No Yes No Yes No Yes No retain? Investment Property 1 2 3 4 Address Owner Ownership % % % % % % % % Date purchased / / / / / / / / Cost base $ $ $ $ Current value $ $ $ $ Would you consider Yes No Yes No Yes No Yes No selling? $ $ $ $ Rental income pa pa pa pa $ $ $ $ Rates pa pa pa pa $ $ $ $ Maintenance pa pa pa pa $ $ $ $ Agent fees pa pa pa pa $ $ $ $ Insurance pa pa pa pa
Owner Units (if applicable) Current value $ $ $ $ Purchase price $ $ $ $ Date purchased / / / / / / / / Income reinvested Yes No Yes No Yes No Yes No Regular contributions Yes No Yes No Yes No Yes No Regular Contributions Amount $ $ $ $ Frequency F/M/Y Do you wish to retain? Yes No Yes No Yes No Yes No Investment Property 1 2 3 4 Address Owner Ownership % % % % % % % % Date purchased / / / / / / / / Cost base $ $ $ $ Current value $ $ $ $ Would you consider selling? Yes No Yes No Yes No Yes No Rental income $ pa $ pa $ pa $ pa Rates $ pa $ pa $ pa $ pa Maintenance $ pa $ pa $ pa $ pa Agent fees $ pa $ pa $ pa $ pa Insurance $ pa $ pa $ pa $ pa
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