Our retirement account (self-managed superannuation fund, SMSF) showed good growth during the past month - investment gains were boosted by two month's worth of employer contributions being processed during October. This was somewhat offset by the payment of quarterly provision tax to the ATO in late October.
Assets___________$ Amount______$ Diff_____% Diff Stocks_*__________$23,977______$3,694______n/a % Retirement_______$348,829______$8,728_____2.57 % Properties_______$937,942_____$33,555_____3.71 % Debts____________$ Amount_____$ Diff_____% Diff Home Mortgage(s)_$363,522_______-$434____-0.12 % Net Worth________$947,226_____$46,431_____5.15 %
* the Stocks figure is portfolio value - margin loans. As my portfolio value (and margin loan debt) is around $500,000 relatively small movements in the stock market produce huge percentage swings in the net value of my stock portfolio each month.
Net Worth is tracked in AUD terms, so the recent strength in the Aussie dollar would show our current NW in USD terms is close to our all time high, rather than still being some 30% off our previous AUD peak in 2007.
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