Forms
Commonly used for: Business Finance, Asset Finance and or Debtor Finance Transactions
Documents to complete:
Generic Privacy Consent form.
Existing Business Financial Commitments form.
Personal Statement of Assets and Liabilities form.
Documents to provide along with the completed forms above:
Accountant prepared Business Financial Statements & Tax Returns for the last 2 Financial Years.
Management Accounts for the last Financial Year (Profit & Loss and Balance Sheet).
Year to Date Management Accounts with comparisons to Budgets if available.
Aged Debtors report, as at the end of last month.
Aged Creditors report, as at the end of last month.
ATO Portal (Integrated Client Account), current and showing 12 months history.
Budgets you may have for this financial year.
A copy of a recent business trading account bank statement.
Commonly used for: Home Loans and Residential Investment Property Transactions
Documents to complete:
Home Lending - ANZ Application form
Home Lending - Bank SA Application form
Home Lending - Comm Bank Application form
Home Lending - Westpac Application form
Other Lender Application forms available.
Documents to provide along with the completed application form above:
Personal Tax Returns & ATO Assessment Notices for the last 2 Financial Years.
A recent personal bank statement in relation to all parties.
3 recent payslips.
Purchase Contract if applicable & Draft Memorandum of Transfer from your Conveyancer.
Current Certificate of Currency to confirm Building Insurance on the properties in question.
