Property Portfolio Tracker

LONG TERM GOAL** : $5,000,000

CURRENT STRATEGY TO ACHIEVE GOAL : 1 property per 5 years

Year 2010 Figures below are summaries of the proceeding worksheets

Property 1 Property Value Total Income Total Expenses Net rent Rental Yield

450000 21000.00 1350.00 19650 4.67%

Property 2 Property Value Total Income Total Expenses Net rent Rental Yield

0 0.00 0.00 0 0.00%

Property 3 Property Value Total Income Total Expenses Net rent Rental Yield

0 0.00 0.00 0 0.00%

Property 4 Property Value Total Income Total Expenses Net rent Rental Yield

0 0.00 0.00 0 0.00%

operty per 5 years

Total Cost Property still fits

after Tax Strategy and long
Benefit Equity Available 5yr Growth Est 10 yr Growth Est term goals?

19650 360000 5 7 yes

Total Cost Property still fits

after Tax Strategy and long
Benefit Equity Available 5yr Grwth Estimate 10 yr growth Est term goals?

0 0% %

Total Cost Property still fits

after Tax Strategy and long
Benefit Equity Available 5yr Grwth Estimate 10 yr growth Est term goals?

0 0% %

Total Cost Property still fits

after Tax Strategy and long
Benefit Equity Available 5yr Grwth Estimate 10 yr growth Est term goals?

0 0% %
 yes

no

Rental
Renovation Increase
Potential? Potential? NA

Rental
Renovation Increase
Potential? Potential?

Rental
Renovation Increase
Potential? Potential?

Rental
Renovation Increase
Potential? Potential?
 Property Name:

Annual Recording of Incom

INCOME
AUD July, 2009 August, 2009 September, 2009 October, 2009
Rent paid 3000.00 3000.00 3000.00 3000.00
EXPENSES
D Advertising
E Body Corporate fees
F Borrowing Expenses
G Cleaning
H Council Rates
I Depreciation - Assets
J Gardening
K Insurance
L Interest
M Land Tax
N Legal Fees
O Pest Control
P Property Agents fees/commission
Q Repairs and Maintenance
R Captial Works (building depreciation) 200.00
S Stationary, Telephone & postage 200.00 200.00
T Travel expenses
U Water Charges
V Sundry Rental Expenses

W Total expense amounts 200.00 200.00 200.00 0.00

X NET RENT - ie total income minus total expenses

Calculations

Actual tax
Total Flow Benefit
Expenses from
Rental as % of Equity Previous
Property Value Yield % value Available Year

This is
total rent
divided
by ie W/
property property
This Figure is from Residex value value Actual Figure
$450,000 4.67% 0% $360,000 $-
ual Recording of Income and Costs

November, 2009 December, 2009 January, 2010 February, 2010 March, 2010 April, 2010 May, 2010 June, 2010
3000.00 3000.00 3000.00

750.00

0.00 0.00 750.00 0.00 0.00 0.00 0.00 0.00

Actual Figures

Est of Total
costs per year Future Futurre
after tax Actual Loan Past 12mth Past 10 year Growth 5 Growth 8
benefit Balance Growth Growth yrs years

Net rent minus

last years tax % from % from % from % from
benefit 350000 Residex Residex Residex Residex
$19,650 4 8 5 7
 Total
21000.00

0.00
0.00
750.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
200.00
400.00
0.00
0.00
0.00

1350.00
$19,650
 Property Name

Annual Recording of Incom

INCOME
AUD July, 2009 August, 2009 September, 2009 October, 2009
Rent paid
EXPENSES
D Advertising
E Body Corporate fees
F Borrowing Expenses
G Cleaning
H Council Rates
I Depreciation - Assets
J Gardening
K Insurance
L Interest
M Land Tax
N Legal Fees
O Pest Control
P Property Agents fees/commission
Q Repairs and Maintenance
R Captial Works (building depreciation)
S Stationary, Telephone & postage
T Travel expenses
U Water Charges
V Sundry Rental Expenses

W Total expense amounts 0.00 0.00 0.00 0.00

X NET RENT - ie total income minus total expenses

Calculations

Actual tax
Total Flow Benefit
Expenses from
Rental as % of Equity Previous
Property Value Yield % value Available Year

This is
total rent
divided
by ie W/
property property
This Figure is from Residex value value Actual Figure
$- #DIV/0! #DIV/0! $- $-
ual Recording of Income and Costs

November, 2009 December, 2009 January, 2010 February, 2010 March, 2010 April, 2010 May, 2010 June, 2010

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Actual Figures

Est of Total
costs per year Future Futurre
after tax Actual Loan Past 12mth Past 10 year Growth 5 Growth 8
benefit Balance Growth Growth yrs years

Net rent minus

last years tax % from % from % from % from
benefit Residex Residex Residex Residex
$- % % % %
Total
0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00
$-
 Property Name

Annual Recording of Incom

INCOME
AUD July, 2009 August, 2009 September, 2009 October, 2009
Rent paid
EXPENSES
D Advertising
E Body Corporate fees
F Borrowing Expenses
G Cleaning
H Council Rates
I Depreciation - Assets
J Gardening
K Insurance
L Interest
M Land Tax
N Legal Fees
O Pest Control
P Property Agents fees/commission
Q Repairs and Maintenance
R Captial Works (building depreciation)
S Stationary, Telephone & postage
T Travel expenses
U Water Charges
V Sundry Rental Expenses

W Total expense amounts 0.00 0.00 0.00 0.00

X NET RENT - ie total income minus total expenses

Calculations

Actual tax
Total Flow Benefit
Expenses from
Rental as % of Equity Previous
Property Value Yield % value Available Year

This is
total rent
divided
by ie W/
property property
This Figure is from Residex value value Actual Figure
#DIV/0! #DIV/0! $- $-
ual Recording of Income and Costs

November, 2009 December, 2009 January, 2010 February, 2010 March, 2010 April, 2010 May, 2010 June, 2010

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Actual Figures

Est of Total
costs per year Future Futurre
after tax Actual Loan Past 12mth Past 10 year Growth 5 Growth 8
benefit Balance Growth Growth yrs years

Net rent minus

last years tax % from % from % from % from
benefit Residex Residex Residex Residex
$- % % % %
Total
0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00
$-
 Property Name

Annual Recording of Incom

INCOME
AUD July, 2009 August, 2009 September, 2009 October, 2009
Rent paid 0.00
EXPENSES
D Advertising
E Body Corporate fees
F Borrowing Expenses
G Cleaning
H Council Rates
I Depreciation - Assets
J Gardening 0.00
K Insurance
L Interest
M Land Tax
N Legal Fees
O Pest Control
P Property Agents fees/commission
Q Repairs and Maintenance
R Captial Works (building depreciation)
S Stationary, Telephone & postage
T Travel expenses
U Water Charges
V Sundry Rental Expenses

W Total expense amounts 0.00 0.00 0.00 0.00

X NET RENT - ie total income minus total expenses

Calculations

Actual tax
Total Flow Benefit
Expenses from
Rental as % of Equity Previous
Property Value Yield % value Available Year

This is
total rent
divided by ie W/
property property
This Figure is from Residex value value Actual Figure
$- #DIV/0! #DIV/0! $- $-
ual Recording of Income and Costs

November, 2009 December, 2009 January, 2010 February, 2010 March, 2010 April, 2010 May, 2010 June, 2010

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Actual Figures

Est of Total
costs per year Future Futurre
after tax Actual Loan Past 12mth Past 10 year Growth 5 Growth 8
benefit Balance Growth Growth yrs years

Net rent minus

last years tax % from % from % from % from
benefit Residex Residex Residex Residex
$- $- 0 % % %
Total
0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

0.00
$-