Asset Schedule Worksheet

List all your assets and current market value and attach copies of any supporting documentation such as titles, certificates, statements to provide a complete picture of your current assets.

Use this worksheet as a guide to develop one that suits your asset structure.

Asset Type Details/Member Number/Address Current value

Home

Home contents

Investment property

Savings account

Investment account

Shares

Managed investment

Superannuation

Motor vehicle

Boat

Jewellery/collectables

Other