Linked Account Summary
Consolidated view across every entity and currency linked to your profile
Linked Accounts
11
5 Local (ZAR) · 5 Offshore (USD) · 1 Offshore (AUD)
Local ZAR Total
R 5 913 761.36
5 linked accounts
Offshore USD Total
$ 1 237 459.83
5 linked accounts
Offshore AUD Total
A$ 142 380.50
1 linked account
Portfolio mix by currency
Equities vs. cash, within each currency
ZAR R 5 913 761.36
Equities 99.01%Cash 0.99%
USD $ 1 237 459.83
Equities 96.76%Cash 3.24%
AUD A$ 142 380.50
Equities 97.07%Cash 2.93%
Largest accounts
Ranked within each currency
ZAR
Mr Beeby, PMR 2 589 309.99
Imsla-ret-sr KwatshaR 2 336 445.32
USD
ZAG Sanlam re Brett R & Sally L Morgan$ 606 701.49
ZAG OSB Appleby Services OBO Siviwe Kwatsha$ 310 940.49
AUD
Cherry Beryl DeutschmannA$ 142 380.50
Local Accounts
ZARAs at Mon 29 Jun 2026
| Account | Total Equities | Total Cash | Total Portfolio | % of Total |
|---|---|---|---|---|
| Mrs Naidoo, SM 3000601 | 0.00 | 1 943.86 | 1 943.86 | 0.03% |
| Mr Kwatsha, SR 3025467 | 18 083.00 | 868.11 | 18 951.11 | 0.32% |
| Mr Beeby, PM 3011806 | 2 587 700.27 | 1 609.72 | 2 589 309.99 | 43.78% |
| Mr Ausmeier, GR 3021995 | 927 468.61 | 39 642.47 | 967 111.08 | 16.35% |
| Imsla-ret-sr Kwatsha 3021862 | 2 322 045.40 | 14 399.92 | 2 336 445.32 | 39.51% |
| Total ZAR | 5 855 297.28 | 58 464.08 | 5 913 761.36 | 100.00% |
Offshore · Saxo
Offshore Accounts
USDAs at Mon 29 Jun 2026
| Account | Total Equities | Total Cash | Total Portfolio | % of Total |
|---|---|---|---|---|
| ZAG Sanlam Trust re Yvonne Audrey Gilbert 68400/106248 | 221 229.45 | 703.25 | 221 932.70 | 17.93% |
| ZAG Sanlam Trust re Siviwe R Kwatsha 68400/101272USD1 | 30 374.40 | 290.63 | 30 665.03 | 2.48% |
| ZAG Sanlam re Claud Ogilvie Botha 68400/70081 | 65 190.72 | 2 029.40 | 67 220.12 | 5.43% |
| ZAG Sanlam re Brett R and Sally L Morgan 68400/D23601USD | 580 639.54 | 26 061.95 | 606 701.49 | 49.03% |
| ZAG OSB Appleby Services OBO Siviwe R Kwatsha 68400/101272 | 299 908.43 | 11 032.06 | 310 940.49 | 25.13% |
| Total USD | 1 197 342.54 | 40 117.29 | 1 237 459.83 | 100.00% |
Offshore · Saxo
Offshore Accounts
AUDAs at Mon 29 Jun 2026
| Account | Total Equities | Total Cash | Total Portfolio | % of Total |
|---|---|---|---|---|
| Cherry Beryl Deutschmann 95400/D15700AUD | 138 204.10 | 4 176.40 | 142 380.50 | 100.00% |
| Total AUD | 138 204.10 | 4 176.40 | 142 380.50 | 100.00% |
Watchlist
| Name | Code | Ruling Price | Daily Move % | Bid | Offer | Volume (000s) | Time |
|---|
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Documents
Mr Ausmeier, GR
Offshore Portfolio
ZAG Sanlam re SPW Trustees of the Mickeldene Trust
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