
Personal Information	Employment Details	Assets	Liabilities	Income & Expenditure	Applicants Funding Information

Loan Amount *

I am applying for this loan with a partner

Personal Information - Applicant 1

Title Mr Mrs Ms Miss *

Surname *

First Name *

Middle Name

Date of birth *

Driver's License # *

Driver's License Expiry Date *

Gender Male Female *

Status Single
Married
Separated
Divorced
Defacto
Widowed
*

Number of dependants *

Age of dependants *

Home Phone *

Mobile Phone

Email Address

Australian Status Resident Non-Resident Citizen *

Current Residential Address

Street Name

Suburb

Postcode

State

Date moved there

Residential Status

Have lived here longer than 3 years Yes No

Previous Residential Address

Street Name

Suburb

Postcode

State

Date moved there

Residential Status

Postal Address

Postal address Same as Residential Other

Street Name

Suburb

Postcode

State

Personal Information - Applicant 2

Title Mr Mrs Ms Miss *

Surname *

First Name *

Middle Name

Date of birth *

Driver's License # *

Driver's License Expiry Date *

Gender Male Female *

Status Single
Married
Separated
Divorced
Defacto
Widowed
*

Number of dependants *

Age of dependants *

Home Phone *

Mobile Phone

Email Address

Australian Status Resident Non-Resident Citizen *

Current Residential Address

Street Name

Suburb *

Postcode

State

Date moved there

Residential Status

Have lived here longer than 3 years Yes No

Previous Residential Address

Street Name

Suburb

Postcode

State

Date moved there

Residential Status

Postal Address

Postal address Same as Residential Other

Street Name

Suburb

Postcode

State


Personal Information	Employment Details	Assets	Liabilities	Income & Expenditure	Applicants Funding Information

Employment Details - Applicant 1

Occupation *

Self Employed Yes No *

Current Employer *

Contact name

Contact number

Employers Address

Street Name *

Suburb *

Postcode

State *

Employment Status *

Other

Currently on probation Yes No *

Employed From

Previous Employment Details

Occupation *

Self Employed Yes No *

Previous Employer *

Contact number

Street Name *

Suburb *

Postcode

State *

Employment Status *

Other

Employed From

Accountant Details

Contact name

Contact number

Employment Details - Applicant 2

Occupation *

Self Employed Yes No *

Current Employer *

Contact name

Contact number

Employers Address

Street Name *

Suburb *

Postcode

State *

Employment Status *

Other

Currently on probation Yes No *

Employed From

Previous Employment Details

Occupation *

Self Employed Yes No *

Previous Employer *

Contact number

Street Name *

Suburb *

Postcode

State *

Employment Status *

Other

Employed From

Accountant Details

Contact name

Contact number


Personal Information	Employment Details	Assets	Liabilities	Income & Expenditure	Applicants Funding Information

Real Estate Property Assets

Property 1

Address

Property Ownership Applicant 1 Applicant 2 Other

Property Value

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Property 2

Address

Property Ownership Applicant 1 Applicant 2 Other

Property Value

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Property 3

Address

Property Ownership Applicant 1 Applicant 2 Other

Property Value

Add another property

Property 4

Address

Property Ownership Applicant 1 Applicant 2 Other

Property Value

Savings and cheque accounts, term deposits, superannuation and investments

Account 1

Name of institution

Account type

Ownership Applicant 1 Applicant 2 Other

Current balance

Add another account

Account 2

Name of institution

Account type

Ownership Applicant 1 Applicant 2 Other

Current balance

Add another account

Account 3

Name of institution

Account type

Ownership Applicant 1 Applicant 2 Other

Current balance

Add another account

Account 4

Name of institution

Account type

Ownership Applicant 1 Applicant 2 Other

Current balance

All other assests, i.e. motor vehicles, boats, household contents, personal effects, etc

Asset 1

Description

Value

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Asset 2

Description

Value

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Asset 3

Description

Value

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Asset 4

Description

Value


Personal Information	Employment Details	Assets	Liabilities	Income & Expenditure	Applicants Funding Information

Real Estate Property Liabilities

Security Property 1

Property Address

Lender

Account Number

Borrower Applicant 1 Applicant 2 Other

Monthly Repayment

Amount Owing/Limit

Clearing from loan Yes No

Add another security property

Security Property 2

Property Address

Lender

Account Number

Borrower Applicant 1 Applicant 2 Other

Monthly Repayment

Amount Owing/Limit

Clearing from loan Yes No

Add another security property

Security Property 3

Property Address

Lender

Account Number

Borrower Applicant 1 Applicant 2 Other

Monthly Repayment

Amount Owing/Limit

Clearing from loan Yes No

Add another security property

Security Property 4

Property Address

Lender

Account Number

Borrower Applicant 1 Applicant 2 Other

Monthly Repayment

Amount Owing/Limit

Clearing from loan Yes No

Credit Cards, Store Cards etc

Card 1

Lender

Card Type

Limit

Borrower Applicant 1 Applicant 2 Other

Monthly Repayment

Amount Owing

Clearing from loan Yes No

Add another card

Card 2

Lender

Card Type

Limit

Borrower Applicant 1 Applicant 2 Other

Monthly Repayment

Amount Owing

Clearing from loan Yes No

Add another card

Card 3

Lender

Card Type

Limit

Borrower Applicant 1 Applicant 2 Other

Monthly Repayment

Amount Owing

Clearing from loan Yes No

Add another card

Card 4

Lender

Card Type

Limit

Borrower Applicant 1 Applicant 2 Other

Monthly Repayment

Amount Owing

Clearing from loan Yes No

Personal Loans, hire purchase, chattel mortgages, leases etc

Loan 1

Lender

Credit Type

Borrower Applicant 1 Applicant 2 Other

Monthly Repayment

Amount Owing

Clearing from loan Yes No

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Loan 2

Lender

Credit Type

Borrower Applicant 1 Applicant 2 Other

Monthly Repayment

Amount Owing

Clearing from loan Yes No

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Loan 3

Lender

Credit Type

Borrower Applicant 1 Applicant 2 Other

Monthly Repayment

Amount Owing

Clearing from loan Yes No

Add another loan

Loan 4

Lender

Credit Type

Borrower Applicant 1 Applicant 2 Other

Monthly Repayment

Amount Owing

Clearing from loan Yes No

All other liabilities, Guarantees on loans, tax debts, HECS, child maintenance etc

Liability 1

Description

Borrower Applicant 1 Applicant 2 Other

Monthly Repayment

Amount Owing

Clearing from loan Yes No

Add another liability

Liability 2

Description

Borrower Applicant 1 Applicant 2 Other

Monthly Repayment

Amount Owing

Clearing from loan Yes No

Add another liability

Liability 3

Description

Borrower Applicant 1 Applicant 2 Other

Monthly Repayment

Amount Owing

Clearing from loan Yes No

Add another liability

Liability 4

Description

Borrower Applicant 1 Applicant 2 Other

Monthly Repayment

Amount Owing

Clearing from loan Yes No


Personal Information	Employment Details	Assets	Liabilities	Income & Expenditure	Applicants Funding Information

Net Monthly Income

Applicant 1

PAYG Income

Rental Income

Other Income

Applicant 2

PAYG Income

Rental Income

Other Income

Applicant 1 Income Verification

PAYG Payslips

Income Tax Return

Group Certificate

Financial Statements

Child Maintenance Court Order

DSS and Centrelink Statement

Rental Income Statement

Investment Dividends Statement

Other

Applicant 2 Income Verification

PAYG Payslips

Income Tax Return

Group Certificate

Financial Statements

Child Maintenance Court Order

DSS and Centrelink Statement

Rental Income Statement

Investment Dividends Statement

Other


Personal Information	Employment Details	Assets	Liabilities	Income & Expenditure	Applicants Funding Information

Applicants Funding Information

First Home Buyers stamp duty concession Yes No *

Gift from parents

Cash Deposit / Own Funds

New Loan Amount

Requirements and objectives for this loan

Mortgage Type Owner Occupied
Investment

Residential or Commercial Residential
Commercial

Property Type Established Property
Land and Construction
Land Only

Have you had any defaults on any loans in the last 2 years?

Have you had any financial stress or hardship from any existing loans?

Are there any reasonably foreseeable changes in future income, employment, geographical factors or anticipated large expenditures that may impact on expenses?

Borrowers confirm the information provided is correct *

Loan Application Complete

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