I thought it would be interesting to read of people's investment achievements and goals for 2010. A thread like this is usually started at the beginning of each year and I thought people may like to post what they have achieved or are likely to achieve for the rest of the year.
Here are mine:
1) Have updated our wills and established a Testamentary Will Trust. (Goal set earlier this year).
2) Am on track to meeting savings targets this year.
3) Have been able to release a title from one bank and have secured finance against the title at 80% with another. (Found out this was approved today with a favourable valuation of the IP which surprised us).
4) Have established another LOC against an IP bought last year.
5) Have established a family trust with the intention of using equity from the IP's to purchase shares over time.
6) Buffer is higher than earlier this year. Have continued to add money to offset accounts.
7) Have secured a pre-approval for the purchase of another IP. (I know these are not worth the paper they are written on, but still!).
Rest of the Year:
1) Purchase an IP interstate.
2) Begin buying shares in the trust.
3) Continue adding money/savings to offset accounts.
Here are mine:
1) Have updated our wills and established a Testamentary Will Trust. (Goal set earlier this year).
2) Am on track to meeting savings targets this year.
3) Have been able to release a title from one bank and have secured finance against the title at 80% with another. (Found out this was approved today with a favourable valuation of the IP which surprised us).
4) Have established another LOC against an IP bought last year.
5) Have established a family trust with the intention of using equity from the IP's to purchase shares over time.
6) Buffer is higher than earlier this year. Have continued to add money to offset accounts.
7) Have secured a pre-approval for the purchase of another IP. (I know these are not worth the paper they are written on, but still!).
Rest of the Year:
1) Purchase an IP interstate.
2) Begin buying shares in the trust.
3) Continue adding money/savings to offset accounts.