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Basic details loan
A. Personal details
Applicant 1
Prefix
Select
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
First name
Middle name
Last name
Email address
Phone number
Citizenship
Select
Australia
New Zealand
Other
Marital status
Select
Single
Married
DeFacto
Other
Date of birth
Number of dependent children
Select
0
1
2
3
DOB of dependent child 1
Name of dependent child 1
DOB of dependent child 2
Name of dependent child 2
DOB of dependent child 3
Name of dependent child 3
Applicant 2
Prefix
Select
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
First name
Middle name
Last name
Email address
Phone number
Citizenship
Select
Australia
New Zealand
Other
Marital status
Select
Single
Married
DeFacto
Other
Date of birth
DOB of dependent child 1
Name of dependent child 1
DOB of dependent child 2
Name of dependent child 2
DOB of dependent child 3
Name of dependent child 3
B. Address details (All lenders require a minimum of three year residential history)
Applicant 1 current residential address
Street number
Street name
City
State
Post code
Country
Residential status
Select
Own Home - mortgage
Own home
Renting
Boarding
With parents
Caravan
Other
Start date
Have you been living at the above address for more than 3 years?
Yes
No
Previous address
Street number
Street name
City
State
Post code
Country
Start date at previous address
Has the current and previous residential history entered above is more than 3 years now?
Yes
No
Previous address
Street number
Street name
City
State
Post code
Country
Start date at previous address
Same as applicant 1 address
Applicant 2 current residential address
Street number
Street name
City
State
Post code
Country
Residential status
Select
Own Home - mortgage
Own home
Renting
Boarding
With parents
Caravan
Other
Start date
Have you been living at the above address for more than 3 years?
Yes
No
Same as applicant 1 address
Previous address
Street number
Street name
City
State
Post code
Country
Start date at previous address
Has the current and previous residential history entered above is more than 3 years now?
Yes
No
Same as applicant 1 address
Previous Address
Street number
Street name
City
State
Post code
Country
Start date at previous address
C. Employment (All lenders require a minimum of three year employment history)
Applicant 1
Current employment status
Select
0
Permanent full time
Permanent part time
Contract - full time
Contract - part time
Casual
Self employed
Unemployed
Home duties
Designation
Employer phone number
Employer business name or ABN
Annual income
Start date of current employment
Start date of previous employment
End date of previous employment
Employer business name or ABN
Designation
Start date of previous employment
End date of previous employment
Employer business name or ABN
Designation
Applicant 2
Current employment status
Select
0
Permanent full time
Permanent part time
Contract - full time
Contract - part time
Casual
Self employed
Unemployed
Home duties
Designation
Employer phone number
Employer business name or ABN
Annual income
Start date of current employment
Start date of previous employment
End date of previous employment
Employer business name or ABN
Designation
Start date of previous employment
End date of previous employment
Employer business name or ABN
Designation
D. Real estate assets & liabilities owned by SMSF
How many properties do you currently own?
Select
0
1
2
3
4
Property 1: address
Same as current residential address
Street number
Street name
City
State
Post code
Country
Select
India
UK
USA
UA
AU
Property 1 : value ($)
Ownership % - applicant 1
Ownership % - applicant 2
Property 1 : existing loan ($)
Property 1 : existing lender
Property 1 : current status
Select
Owner occupied
Investment property
Property 1 : weekly rental income ($)
Property 2: address
Street number
Street name
City
State
Post code
Country
Select
India
UK
USA
UA
AU
Property 2: value ($)
Ownership % - applicant 1
Ownership % - applicant 2
Property 2: existing loan ($)
Property 2: existing lender
Property 2: current status
Select
Owner occupied
Investment property
Property 2: weekly rental income ($)
Property 3: address
Street number
Street name
City
State
Post code
Country
Select
India
UK
USA
UA
AU
Property 3: value ($)
Ownership % - applicant 1
Ownership % - applicant 2
Property 3: existing loan ($)
Property 3: existing lender
Property 3: current status
Select
Owner occupied
Investment property
Property 3: weekly rental income ($)
Property 4: address
Street number
Street name
City
State
Post code
Country
Select
India
UK
USA
UA
AU
Property 4: value ($)
Ownership % - applicant 1
Ownership % - applicant 2
Property 4: existing loan ($)
Property 4: existing lender
Property 4: current status
Select
Owner Occupied
Investment Property
Property 4: weekly rental income ($)
E. Other assets - applicant 1 & 2
Superfund/SMSF
Estimate value
Ownership
Select
0
App 1
App 2
Join
Superfund/SMSF
Estimate value
Ownership
Select
0
App 1
App 2
Join
F. SMSF Name
SMSF formed?
Yes
No
Name of the existing SMSF
Suggest a name you want for your SMSF to be formed
Credit Guide
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credit guide
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