Consumer Loan Application Form

Consumer Loan Application Form 2018-06-11T07:21:14+00:00

Consumer Loan Applications

To enable us to expedite the loan process we may require the following documents:

Income verification

Wage Earner

  • Current pay slip within one month of today’s date showing Year to Date income

    or

  • Last three months payslips

  • Latest Group Certificate or Tax Return and ATO assessment notice

Self Employed

  • Last two years Personal Tax Returns and business Tax Returns

  • Last two years ATO assessment Notices

  • Interim Management Profit and Loss for the business

Property Details

  • Copy of Current Rate Notice

Investments

  • Copies of your last 3 months of Rental Statements on Investment Properties or Other Investments

Existing Loans

  • Last six months loan statements of any loans you have

  • Last three months statements of any Credit Card

  • Last three months statements on any Personal Loans or Car Loans you have

Insurance

  • Copies of your Life Insurance statement

  • Copies of your Risk Insurance statements – income protection, trauma and TPD

Superannuation

  • Copies of your Superannuation statements

Identification

  • Drivers License

  • Medicare card

  • If you have difficulty in obtaining any of the above please liaise with our office.

  • Client Data Collection completed

Client Data Collection

Applicant 1

EMPLOYMENT

PREVIOUS EMPLOYMENT

Applicant 2

EMPLOYMENT

PREVIOUS EMPLOYMENT

TICK THIS BOX TO CONFIRM THE INFORMATION CONTAINED IN THIS APPLICATION IS TRUE AND CORRECT.