Personal Strategy Report

Mollard Property Investment Consultants have spent several years in developing a comprehensive computer program designed to complete a thorough and detailed personal financial analysis for individuals considering investing into real esate investment.

The personal strategy report comprises a detailed 12-page report, which demonstrates an investor's finance and investment capacity. In many cases investors have been able to purchase higher quality property assets as a result of this report.

The personal strategy report takes into account all income and relevant taxation considerations. We will calculate the appropriate tax model including deductions and allowances for Australian residents, including depreciation, interest, rental income, management and maintenance costs, stamp duty and capital gains tax where necessary for a residential investment property in either a private name, company or trust arrangement.

To receive this extensive report please contact us or complete all the questions in the personal strategy questionnaire below. To ensure accuracy all questions need to be answered in detail, where a question is not relevant to your situation complete the question with N/A. After you have submitted the questionnaire we will contact you to provide you with a quotation to complete your personal strategy report.

Questionnaire

Please note that the information you provide will be treated in strict confidentiality.

Personal Details
NAME: DOB: Marital Stat:
ADDRESS:
EMAIL: NAT INS: MOB:
TELEPHONE: BH AH FAX

OCCUPATION: CURRENT EMPLOYER:
LENGTH OF SERVICE: PREFFERED RETIREMENT AGE:

Family / Second Applicant
NAME: AGE:
OCCUPATION: SALARY: $ Length of service
CHILDREN:
NAME: AGE:
NAME: AGE:
NAME: AGE:

Income

EMPLOYMENT INCOME		OTHER INCOME / OWN BUSINESS
Gross Cash Salary p.a.	$	Salary - Self	$
Bonus	$	Salary - Spouse	$
Employee Share Scheme	$	Profit Share	$
SALARY PACKAGE		Motor Vehicle	$
Motor Vehicle	$	Other Allowances	$
Other	$	Other Benefits	$
Other	$	SUPERANNUATION
Other	$	Self	$
Other	$	Spouse	$
Other	$	Company Contrib.	$
SUPERANNUATION		EFFECTIVE GROSS SALARY	$
Company contributions	$	DIVIDEND INCOME	$
Self - as salary sacrifice	$	RENTAL INCOME	$
GROSS SALARY PACKAGE P.A.	$

Assets

A.	FAMILY HOME: Address: Year Purchased: Cost: $	Market Value: $
B.	INVESTMENT PROPERTIES -Please complete Investment Property Schedule and Transfer -Current Market Value Total -Total Loans Outstanding -Transfer to LIABILITIES Below	$ $()
C.	CASH FUNDS - on Deposit ( & interest rate) and At Call - Other Cash Deposits	$ $
D.	SHARES & OPTIONS - Current Market Value - % Return ie 4% (fully franked or not) - Loans Owing? $	$ $
E.	SUPERANNUATION - Name of Current Fund	$
F.	ROLLOVERS/ADF'S Details of Funds	$
G.	MOTOR VEHICLES	$
H.	OTHER ASSETS -Details

Liabilities

		BALANCE
1.	FAMILY HOME Lender Term to run Interest Rate Current monthly payment $ Is the house used for security?	$
2.	INVESTMENT PROPERTY LOANS - Transfer from INVESTMENT PROPERTY SCHEDULE	$
3.	OTHER INVESTMENT LOANS Details	$
4.	LEASE LIABILITIES (Personal) - Details Original Cost Financier Monthly Payment No. payments remaining Residual Value Current Mkt Value of Asset $	$
5.	PERSONAL LOANS Lender Term Interest Rate % Mthly pmt $	$
6.	CREDIT CARDS Card holder: Type Limit $ Bal o/s $ Mthly pmt $ Card holder: Type Limit $ Bal o/s $ Mthly pmt $

Do you require consolidating current credit card liabilities? (yes/no)

Investment Property Schedule:

Investment Property Address	Owned by	Current Market Value	Loan Owing	Gross Rental (pa)	Outgoings (pa)




Total

Investment Loans Outstanding:

	Amount Owing	P&I or Int Only	Lender	Term to Run	Interest Rate %	Monthly Repayment
Loan #1	$					$
Loan #2	$					$
Loan #3	$					$

Cash Committments - Personal:

School Fees	$	General Expenditures per month	$
Family Loan Repayments	$

AVAILABLE FUNDS for investment per month: $

Contact Details

Accountant:		Contact:
Address:
Telephone:	Fax:	Email:
Solicitor:		Contact:
Address:
Telephone:	Fax:	DX no:

Property Details
Are you purchasing as a sitting tenant? (yes/no)
Are you purchasing under a shared ownership scheme? (yes/no)
Is the property being purchased under the right to buy? (yes/no)
1st time buyer Re-mortgage Relocate Drawdown
Buy to let Bus. Finanace Home Improve 2nd property
Tenure: Freehold Leasehold No of years remaining
Ground rent: $ p.a. Service charge: $ p.a

	Property 1	Property 2	Property 3
Construction:
Property type:
No of bedrooms:
No of Living rooms:
No of Bathrooms:
Floors in complex:
Level No:
Garage:
Basement:
Age of property:

Credit History Information
Have you had any credit problems? (yes / no)

CCJ	Date Satisfied	Arrears date	Amount	Satisfied

Have you ever been bankrupt? (yes / no)
If yes, date discharged:
Notes: