Financial Portfolio
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1. list of main income
Nett Income / Nett Monthly Earning
:
RM 100
Other Income (Allowance,Commission,Overtime,Rental etc)
:
Allowance
2. Monthly Fixed Expenses
EPF
:
RM 100
SOCSO
:
Allowance
Fixed Tax (Monthly / Anually)
:
Allowance
Zakat / Donation
:
Allowance
Others (If Available)
:
Allowance
3. Fixed Dept Payment (CCRIS Reference)
Personal Loan
:
RM 100
Transportation Loan
:
Allowance
Rental
:
Allowance
Credit Card
:
Allowance
ASB / ASN Loan)
:
Allowance
Education Loans (PTPTN / MARA etc)
:
Allowance
Other (If Available)
:
Allowance
4. Investment List (If Available)
Trust Unit (ASB,ASN,Public Mutual)
:
RM 100
Share (Share Market)
:
Allowance
Etc (If Available)
:
Allowance
5. Saving List
Bank - Fixed Saving
:
RM 100
Tabung Haji
:
Allowance
Golds
:
Allowance
Etc
:
Allowance
6. List Of Tax Obligation
Personal Income Tax
:
RM 100
Corporate Income Tax (Business)
:
Allowance
Etc
:
Allowance
7. Documentation
Offer Letter From Employer
:
Yes
Income : Pay Slip
:
Yes
Deduction : Pay Slip
:
Yes
Commitment (Financing) : Offer Letter
:
Yes
Investment : Opening ASB / Updated Statement
:
No
Saving : Updated Books Saving
:
No
Tax : Annual Tax Statement
:
No