Z&
Zara & Toby Anderson
Anderson Household · Master file ID:
a-G001 · Updated 10mo agoInvestorPre-approval
Mobile
Email
Current address
84 Cedar Ave, Manly NSW
2095
Assigned broker
FS USER
This is Zara's personal contact info — shared across every account they're on.
One source of truth: editing the mobile or email above instantly updates
every active/draft deal on every account this contact is linked to. Lodged deals keep their
snapshot.
Total assets
$3,931,000
7 items
Total liabilities
$1,757,000
3 items
Net position
$2,174,000
Gross income (annual)
$334,060
Employment $284,000 · Other $22,500 · Rent $27,560
Monthly surplus (rough)
$17,388
Income $27,838 − repay $3,680 − exp
$6,770
Income & Employment
Project Manager
Optus · PAYG · since
16 Sept 2010
$161,000
p.a.
Other income
- Bonus/Commission Generated$22,500 p.a.
Account Manager
Coca-Cola Europacific · PAYG · since
25 May 2016
$123,000
p.a.
Assets
Total $3,931,000
Property (3)
Subtotal $3,172,000
PPR
Owner-occupied 56 High St, Canberra
ACT 2601
$1,856,000
Owners Zara Bennett · 50%Toby Anderson · 50%
Secured by: Mortgage · Pepper · $701,000 @ 6.279703875118867% · LVR 38%
IP - Bulimba
Investment 3 Marine Pde, Bulimba
QLD 4171 · Rent $200/wk
$489,000
Owners Zara Bennett · 50%Toby Anderson · 50%
Secured by: Mortgage · Pepper · $439,000 @ 6.276585620408878% · LVR 90%
IP - Fremantle
Investment 189 Elm Grove, Fremantle
WA 6160 · Rent $330/wk
$827,000
Owners Zara Bennett · 100%
Secured by: Mortgage · Westpac · $617,000 @ 6.7734132462413985% · LVR 75%
Savings (1)
Subtotal $204,000
High-interest savings
AMP Saver
$204,000
Owners Zara Bennett · 50%Toby Anderson · 50%
Shares (1)
Subtotal $63,000
CommSec portfolio
CBA, BHP, CSL
$63,000
Owners Zara Bennett · 100%
Super (2)
Subtotal $492,000
UniSuper super
REST
$235,000
Owners Zara Bennett · 100%
HESTA super
AustralianSuper
$257,000
Owners Toby Anderson · 100%
Liabilities
Total $1,757,000 · Monthly $3,680
Mortgage (3)
Subtotal $1,757,000 · Monthly $3,680
| Lender / Notes | Responsible | Balance | Limit | Rate | Monthly | Secured by |
|---|---|---|---|---|---|---|
Pepper | ZB · 50%TA · 50% | $701,000 | — | 6.279703875118867% | $1,550 | PPR |
Pepper | ZB · 50%TA · 50% | $439,000 | — | 6.276585620408878% | $1,020 | IP - Bulimba |
Westpac | ZB · 100% | $617,000 | — | 6.7734132462413985% | $1,110 | IP - Fremantle |
Monthly expenses
Total $6,770
| Category | Description | Monthly | Annualised |
|---|---|---|---|
| Living | Groceries, utilities | $3,800 | $45,600 |
| Transport | Fuel, rego, servicing | $1,030 | $12,360 |
| Insurance | Home, contents, car | $340 | $4,080 |
| Discretionary | Dining, subs | $1,600 | $19,200 |
| Total | $6,770 | $81,240 | |
Net position by contact
Apportioned by ownership / responsibility shares.
- Zara Bennett $1,212,500Assets $2,399,500 Liabilities $1,187,000
- Toby Anderson $961,500Assets $1,531,500 Liabilities $570,000
This is the canonical fact-find for the account. Each item carries ownership/responsibility per contact, so the same person can hold a 50% share here and 100% on another account without double-counting.