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Financial Summary
Good morning — here's your family's net position
Net Worth
$0
Assets minus liabilities
Total Assets
$0
All asset classes
Total Liabilities
$0
Mortgages, loans, cards
Category Breakdown
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Financial Position
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Assets
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Liabilities
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Mortgages, loans, credit cards, HECS
Insurance
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Life, TPD, income protection, health
Assets
Superannuation, property, shares, savings & more
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Liabilities
Mortgages, personal loans, credit cards & HECS
Never enter BSB, account numbers or passwords — record institution name and approximate balance only.
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Record mortgages, loans, credit cards or HECS debt
Insurance
Life, TPD, income protection, health & more
Record policy type and insurer only. Never enter policy numbers here.
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Sharing & Access
Control who can view your financial summary
Partner Access
Your partner gets full read access to your entire financial summary
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Emergency Contact
Your emergency contact can access a summary in the event of incapacity or death — they cannot edit anything
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Privacy Notice
Shared users can view only — they cannot add, edit or delete entries. You can revoke access at any time. Shared access is read-only and does not include account numbers (which we never store).
Print Report
A fully branded summary for your will, solicitor or estate planning
Report Preview
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Your Clients
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ExtraPay - Home Loan Vs Super
Compare extra home loan repayments with extra super contributions. Save scenarios and track what you actually pay
Scenario:
Select or create a scenario to start
Your calculations are saved to your account and accessible across devices.
Portfolio History
Save snapshots of your net worth over time and track how your portfolio moves
Net Worth Over Time
Snapshot Comparison
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Save your first snapshot to start tracking how your portfolio moves over time. Each snapshot captures your total assets, liabilities, and net worth at that moment.
All Snapshots
Super Projection
Project your super and your partner's month by month, with ATO minimum pension payments from retirement
Scenario:
Changes are not saved until you click Save.
Stamp Duty
Estimate the stamp duty on a residential purchase in any state or territory, with every step shown, first home buyer concessions included, and the same purchase compared across the country.
Usable Equity
Work out the equity in your home and how much of it you could borrow against.
Equity Growth
See how your equity could build over time as the loan is paid down and the property value changes.
Next Property
Check whether your equity and savings could cover the deposit, stamp duty and costs of buying another property.
Share Equity
See your equity, how much you could still draw, and how far the market could fall before a margin call.
Settings
Account preferences and security
Account
Jane Smith
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Plan
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Data
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Print Financial Summary Report
A fully formatted, printable report for your records, solicitor, or estate planning.
What's included
Cover page with date
Net worth summary
Assets by category
Liabilities
Insurance policies
Contacts & instructions
Legal disclaimer
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