00 · Personal Finance · v1 · Sun 3 May13:42 AWST
PF
Personal · net wealth · live
Personal finance
$959,090
+$21,040 30D · CASH $160,390 · INV $798,700
08Net wealth · projection overlay
Actual ─── forestProjection ── copper · 7d ahead → $198k
09Strategic objectives · personal
2 OKRs
01. Hit FY26 super cap
Top up to $30k cap
62%
Catch-up unused 2024 cap
18%
02. Build 6-month emergency fund
Hold $80k in HISA
78%
10Bank accounts
3 accounts
- Day-to-dayWestpac · transaction$14,320
- Cash managementMacquarie · savings$148,910
- Amex PlatinumANZ · credit card$-2,840
11Investments
2 accounts
- Family TrustVanguard ETF$312,500+$8,140 30D
- SMSFVanguard ETF$486,200+$12,900 30D
12Calendar · personal finance · 60 day
15
May
May
tax
Q4 BAS lodgement (TQC)
30
May
May
finance
Top up super to cap
10
Jun
Jun
meeting
EOFY tax planning — Pitcher
30
Jun
Jun
milestone
FY26 EOFY