SelfWealth Limited (SWF) — Net Asset Quality Index

Latest as of December 2024: 3.9%

SelfWealth Limited (SWF) has a Net Asset Quality Index of 3.9% as of December 2024. This metric measures the proportion of total assets financed by shareholders' equity — total assets of AU$358.11 Million minus total liabilities of AU$344.06 Million yields net assets of AU$14.05 Million. A higher index indicates a stronger, lower-leverage balance sheet. Read SelfWealth Limited balance sheet liabilities for a breakdown of total debt and financial obligations.

Quality Index

3.9%
Equity / Total Assets

Net Assets

AU$14.05 Million
AUD

Total Assets

AU$358.11 Million
AUD

Total Liabilities

AU$344.06 Million
AUD

SelfWealth Limited Net Asset Quality Index Over Time (2015–2024)

This chart shows how SelfWealth Limited's Net Asset Quality Index has evolved across 10 annual periods from 2015 to 2024. As of December 2024, the index stands at 3.9%, representing net assets of AU$14.05 Million against total assets of AU$358.11 Million AUD. For live market cap and overall valuation, see market cap of SelfWealth Limited.

Annual Net Asset Quality Index for SelfWealth Limited (2015–2024)

The table below presents the year-by-year Net Asset Quality Index for SelfWealth Limited from 2015 to 2024, covering 10 annual filings. Each row shows total assets, total liabilities, net assets, the quality index percentage, and the change in percentage points compared to the prior year. Check SelfWealth Limited (SWF) strategic investment index to assess the company's strategic physical and investment asset allocation.

Year Quality Index Net Assets (AUD) Total Assets Total Liabilities Change (pp)
2024 3.5% AU$13.80 Million AU$398.53 Million AU$384.72 Million ▼ -71.5 pp
2023 75.0% AU$11.09 Million AU$14.80 Million AU$3.70 Million ▲ +9.6 pp
2022 65.3% AU$11.01 Million AU$16.85 Million AU$5.84 Million ▼ -1.5 pp
2021 66.8% AU$5.71 Million AU$8.55 Million AU$2.83 Million ▲ +1.1 pp
2020 65.7% AU$3.85 Million AU$5.85 Million AU$2.01 Million ▼ -22.9 pp
2019 88.7% AU$2.79 Million AU$3.14 Million AU$356.43K ▼ -5.1 pp
2018 93.7% AU$4.05 Million AU$4.32 Million AU$270.87K ▲ +5.7 pp
2017 88.1% AU$8.25 Million AU$9.37 Million AU$1.12 Million ▲ +0.9 pp
2016 87.2% AU$1.61 Million AU$1.85 Million AU$236.51K ▼ -5.0 pp
2015 92.2% AU$2.17 Million AU$2.35 Million AU$183.64K
pp = percentage points