An owner's equity statement is usually required by law to establish the ownership of property. Whether the property is shares, a car, or a building, owner's equity is a registered legal interest. Equity values may be based on unit holdings, as in mutual funds, shares, superannuation, or other types of investment, and benefits are calculated in direct relation to the equity held. Equity statements provide a full disclosure of issues affecting equity, like the number of unites held, the amount paid per unit, and the cumulative balance of funds.
Examples of Owner's Equity Statement:
A. Anybody Super Units held 1000 Dividend per unit 50c Fees 0 Subtotal 1500 Current value of holding $100,500