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BUDG044 Your 10-step personal financial audit checklist (644 words)
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Description
A personal financial audit will help you to understand and improve your current financial position as well as set future goals. This 10-step checklist outlines the process for this beneficial activity.
Introduction
The beginning of the financial year and tax time present ideal opportunities for a personal financial audit, but you can carry out this important task at any stage. Just follow this 10-step checklist to guide you through the exercise.
1. Collect last year’s income and expenses information
Gather your income data for your salary (from your PAYG statement) and any business and investment income.
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