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Asset Inventory

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Asset Inventory

*Name
Write your full name

Your Address
Write your street address, suburb and post code

*Email
write your email address here, this is where your form will be sent

Bank Details

Name of Bank

Branch

BSB

Account Number

Do you have another bank account?

Yes

No

Name of Bank

Branch

BSB

Account Number

Do you have another bank account?

Yes

No

Name of Bank

Branch

BSB

Account Number

Do you have any investments?

Name of Bank/Institution

Branch

Account Number

Do you have another investment?

Yes

No

Name of Bank/Institution

Branch

Account Number

Do you have a safety deposit box or security envelope?

Name of Bank/Institution

Branch

Account Number

Name of Bank/Institution

Branch

Account Number

Do you have any shares or debentures

Company

Address

Account/Certificate Number

Do you have more shares and debentures?

Yes

No

Company

Address

Account/Certificate Number

Do you have more shares and debentures?

Yes

No

Company

Address

Account/Certificate Number

Do you own any real estate?
This refers to your own home, any investment properties or land

Yes

No

Property Address 1

Location of Title Deed

Is this property rented?

Yes

No

Real Estate Agent

Location of rental agreement
write "Rental Agreement is kept ...."

Do you own more property?

Yes

No

Property Address 2

Location of Title Deed

Is this property rented?

Yes

No

Real Estate Agent

Location of rental agreement
write "Rental Agreement is kept ..."

Motor Vehicle

Make

Model

Registration Number

Do you have another motor vehicle?

Yes

No

Make

Model

Registration Number

Superannuation

You cannot leave your Superannuation in your Will, but you can include it in your list of assets for your Executor

Fund Name

Fund Membership Number

Do you have another Superannuation Fund?

Yes

No

Fund Name

Fund Membership Number

Any additional assets

Write any other assets that you may have here

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