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IOOF SUMMARY 8/12/2022 |
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SUMMARY |
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Charlea all withdrawn |
Kailan - nil withdrawn - $17624 remains |
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Scarlett - all withdrawn |
Ziggy nil withdrawn - $17044.4 remains |
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Connor - $3000 withdrawn $14026.64 remains |
Evander - nil withdrawn $13589.07 remains |
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Kiara nil withdrawn - $12055.27 remains |
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Balanced Funds |
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Intact |
Transactions |
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Life Insured: Mr Kailan Thomas Donaghy |
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Account 20732772 |
Nil |
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Commencement date: 15/04/2008 |
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Withdrawal value for account 20732772 $17044.4 |
17923 |
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Life Insured: Mr Ziggy Anthony James |
Transactions |
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Account 20748745 |
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Commencement date: 15/04/2008 |
Nil |
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Withdrawal value for account 20748745 $17044.4 |
17923 |
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Transactions |
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Life Insured: Miss Scarlett Rose Diane James |
All withdrawn 04/05/2022 $15747.2 |
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Account 20732673 |
$2000 withdrawn 18/3/21 |
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Commencement date: 15/04/2008 |
$2000 transferred to Stgeorge
18/3/21 |
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Withdrawal value for account 20732871 $15305 |
$2000 transferred to Scarlett 18/3/21 |
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$15747.2 withdrawn 4/5/22 |
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Transferred 15/5/22 |
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Transactions |
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Life Insured: Miss Charlea Josephine James |
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Account 20732871 |
All withdrawn 02/08/2019 $16415 |
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Commencement date: 15/04/2008 |
Transferred $10000 from Stg - C James |
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Withdrawal value for account 20732871 $0 |
$6415 with A&D Stg 16/8/2019 |
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$500 to C James 3/10/2019 Holiday deposit |
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$5855 with A&D account Stg |
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$6000 transferred 8/11/20 $4k McQ $2K Stg |
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Life Insured: Mr Connor Anthony Finbar Donaghy |
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Account 20736930 |
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Commencement date: 15/04/2008 |
$3000 withdrawn and passed on 2/2/2019 |
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Withdrawal value for account 20736930 $14026.64 |
14750 |
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8/12/2022 |
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SUMMARY |
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Charlea all withdrawn |
Kailan - nil withdrawn - $17624 remains |
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Scarlett - all withdrawn |
Ziggy nil withdrawn - $17044.4 remains |
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Connor - $3000 withdrawn $14026.64 remains |
Evander - nil withdrawn $13589.07 remains |
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Kiara nil withdrawn - $12055.27 remains |
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Multimix Balanced Growth |
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Transactions |
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Life Insured: Mr Evander Trevor Donaghy |
Nil |
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Account 20852158 |
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Commencement date: 19/01/2016 |
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Withdrawal value for account 20852158 $13589.07 |
13964 |
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Transactions |
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Life Insured: Miss Kiara Maralyn Donaghy |
Nil |
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Account 20876736 |
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Commencement date: 31/10/2017 |
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Withdrawal value for account 20876736 $12055.27 |
12387 |
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