Asset Allocation

16 Mar

Written By Nomad FI

Updated as of 16-MAR-25

Updated for JUN25

Asset Allocation Prelim Assessment

// Current // Target //

AU Super: 30% // 30% // ING Offset/PPM: 32% // 30%

Property: 30% // 30% // AU Equities: 8% // 10%

Current // Target [145K Allocation]

AU Super: 43.5K // 43.5K // ING Offset/PPM: 46.4K // 43.5K

Property: 43.5K // 43.5K // AU Equities: 11.6K // 14.5K

If we purchase an Investment Property, set Inv Property, offset ING Offset/PPM:

Prelim Target Alloc [Curr // New]

AU Super: 30% // 30% // ING Offset/PPM: 30% // 15%

Property: 30% // 30% // AU Equities: 10% // 10%

[ADD] Inv Property: 0% // 15%

Prelim Target 145K Alloc [Curr // New]

AU Super: 43.5K // 43.5K // ING Offset/PPM: 43.5K // 21.75K

Property: 43.5K // 43.5K // AU Equities: 14.5K // 14.5K

[ADD] Inv Property: 0K // 21.75K

Cash Flow Financial Planning (MAR25)