Macq (Sav)/ING Offset

Macq-to-ING (SEP23)

As our Fixed Mortgage Interest Rate is set to expire by 17-SEP-23, I’ve set recurring payments from Macq (Sav) back to ING Offset effective 1-SEP-23.

Macq Interest Rate of 4%+ is set to expire this month, so we’ll reallocate back to ING Offset.

Target Balances for the following by 15-SEP-23:

Macq (Sav): 32K (after ESuper Contr)

ING Offset: 150K

Note:

  • Contributed 3K to ESuper (Spousal Contribution)

  • Contributed 10K to ESuper (NC Contr)

  • Funds from Macq (Sav)

Objective:

  • Will reallocate funds and allocations once funds are cleared

  • Target to set DCA Buys by SEP23

  • Target Bal 100K in ESuper by JAN24

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