challengeclub's Net Worth for December 2022


Assets Value Change ($) Change (%)
Savings $55,500 $1,200 2.21%
Stocks $111,100 $15,200 15.85%
Bonds $2,200 - -
Superannuation $177,900 $4,600 2.65%
House $605,000 - -
Investment Property $300,000 - -
Personal Property $0 - -
Other Assets $0 - -
$1,251,700 $21,000 1.71%
 
Debts Value Change ($) Change (%)
House Mortgage $0 - -
IP Mortgage $133,500 - -
Credit Cards $7,000 $5,300 311.76%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $140,500 $5,300 3.92%
Net Worth $1,111,200 $15,700 1.43%
*All values shown in AUD ($)
Notes:
DECEMBER 2022

CASH
Cash includes half of joint IP bank account
All other bank accounts of mine plus all of the joint working account
Plus all cash
Excludes wife's savings
$55500


STOCKS
Stocks is holdings (and any cash in accounts) with all broker accounts (mine and wife - even though hers is only for her not us)
$111100


BONDS
Bonds is Rental Bond $2200 to return once in House and stop renting


REAL ESTATE

IP

Apartment:
$600K value
Half only applies ie $300K


HOUSE

House Build:
Deposit/Payments to Builder for House Build [Full House value not counted until complete - then will also count Loan for it] = $131500 now
Not counting expenditure on supplies for now as will simply value house when complete
and then mortgage and savings remaining
and
After spend on furnishing will count some of the value of these (then) as Personal Property

Land:
Settled - Owned Outright
$473500 Market Value of 400m2 based on Latest New Land Releases in the estate
House build and mortgage is next in 2022/2023 - but deposit and payments on house coming now as Home

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