# Just after graduation, you have joined ABC Financial Advisors as a Paraplanner. Your first job is to prepare basic financial statements and analyse…

Just after graduation, you have joined ABC Financial Advisors as a Paraplanner. Your first job is to prepare basic financial statements and analyse the financial situation of a client. The prepared Fact Sheet is based on information provided by the client and reveals the following information:

The client, Ms Rae Adams, is employed as a Management Trainee at YZ Manufacturing. Her gross salary for the 2016 financial year was \$61,500. In addition, the employer contributes 9.25% of her gross salary into a personal superannuation fund. Ms Adams’ total tax liability for 2016 was \$11,411. In addition, she received non-taxable rental income of \$150 and tax-free interest income of \$110.

Ms Adams has contributed \$4,200 to her personal superannuation account. She paid union fees of 1% of her gross salary and \$900 in healthcare expenses. Ms. Adams’ household and entertainment expenses were \$10,250 and \$7,500 in 2016, respectively. Also, Ms Adams paid \$13,700 against her mortgage loan and another \$9,000 for a credit card loan.

Ms Adams owns her home which is worth \$525,000. A month ago, her contents were valued by her insurer for \$100,000. Furthermore, she has a car worth \$21,000 and a savings account balance of \$6,000. Her accumulated superannuation balance as of the end of 2016 was \$145,000. The outstanding balances on her mortgage loan and credit card were \$325,000 and \$15,000, respectively.

Using the above financial data, prepare the following information for Ms Rae Adams:

1. personal balance sheet;
2. personal cash flow statement;
3. Net Worth Ratio;
4. Quick Ratio;
5. Savings Ratio;
6. Debt Service Ratio.

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