Consumer Loan Application Form

consumer loan application form

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

Last three months payslips

Latest Group Certificate or Tax Return and ATO assessment notice

Wage Earner

Last two years Personal Tax Returns and business Tax Returns

Last two years ATO assessment Notices

Interim Management Profit and Loss for the business

Wage Earner

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

Insurance

Drivers License

Medicare card

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

Client Data Collection completed