Templates: Assets & Liabilities Table

Document created by Michael Kinens Employee on Jan 15, 2016Last modified by Michael Kinens Employee on Jan 23, 2017
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The Assets & Liabilities Table will present:

  • Client, partner and jointly held assets recorded in Client Focus
  • Any liabilities that have been linked to those assets (these are shown in-line, directly opposite)
  • Any other liabilities (unlinked liabilities held by either the client, partner or jointly)
  • Non-super assets held in IPS by the client or any related entity (trust and company) including jointly held assets
  • Super assets (accounts where the tax structure is set to Super Accumulation)
  • Assets held by a related SMSF

 

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