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John David
Net Worth Statement as at 30 June 2009
ASSETS
Liquid assets
Savings
S. Deposits
Current A/c
Shares
Unit Trusts
              Total Liquid assets

Non Liquid assets
Home
Personal effects
Car
EPF
        Total Non Liquid Assets

Total Assets

LIABILITY
Mortgate loan
Car loan
Total Liabilities

NET WORTH
David
t 30 June 2009


        8,000
        85,000
        15,000
        10,000
        60,000
        178,000


                    480,000
                     25,000
                     50,000
                    500,000
                  1,055,000

                  1,233,000


                   145,908
                    34,430
                   180,338

                  1,052,662
John David
Cash Flow for Year Ending 30 June 2010
CASH INFLOW
Salary
Less: Income Tax
      EPF
Dividend
Net salary/Inflow
CASH OUTFLOW
Household…
Club
Clothing
Rates & taxes
Car expenses
Medical expenses
Gift
Car Instalment
Mortgage Repayment
Holiday & travel
total outflow
Net Cash Flow
John David
Year Ending 30 June 2010

                    100,000
                     11,000
                     11,000
                        150
                     78,150
W
                     28,000
                      1,000
                      1,800
                      1,000
                      7,000
                      1,500
                      1,000
                      6,600
                     19,325
                      3,700
                     70,925
                      7,225

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Cash Flow & Net-Worth Statement

  • 1. John David Net Worth Statement as at 30 June 2009 ASSETS Liquid assets Savings S. Deposits Current A/c Shares Unit Trusts Total Liquid assets Non Liquid assets Home Personal effects Car EPF Total Non Liquid Assets Total Assets LIABILITY Mortgate loan Car loan Total Liabilities NET WORTH
  • 2. David t 30 June 2009 8,000 85,000 15,000 10,000 60,000 178,000 480,000 25,000 50,000 500,000 1,055,000 1,233,000 145,908 34,430 180,338 1,052,662
  • 3. John David Cash Flow for Year Ending 30 June 2010 CASH INFLOW Salary Less: Income Tax EPF Dividend Net salary/Inflow CASH OUTFLOW Household… Club Clothing Rates & taxes Car expenses Medical expenses Gift Car Instalment Mortgage Repayment Holiday & travel total outflow Net Cash Flow
  • 4. John David Year Ending 30 June 2010 100,000 11,000 11,000 150 78,150 W 28,000 1,000 1,800 1,000 7,000 1,500 1,000 6,600 19,325 3,700 70,925 7,225