Example of Owners Equity Statement

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.

A. Anybody Super

Units held                     1000
Dividend per unit              50c
Fees                           0
Subtotal                       1500
Current value of holding       $100,500