Contact Details
Do you have an existing BDM?*
BDM Name:*
I am (position):*
Name:*
Phone:*
Email:*
SMSF Trust Details
Name:*
Forms
Signed Application Form*
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Valuation Form
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Borrowing Calculator
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SMSF Documents
Certified Copy of SMSF Trust Deed*
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Certified Copy of the Property Trust Deed (the bare trust deed)*
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Investment Strategy from Accountant or Financial Planner
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Latest 2 Years SMSF Tax Return and Financial Statement (applicable for SMSF set up length)
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Most recent 12-months SMSF account bank statement to confirm the super contribution
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Summary of SMSF Contributions (if available)
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PAYG or Self-Employed:*
PAYG
Latest 2 payslips (PAYG)*
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Self Employment
Last Financial Year Company Tax Returns
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Last Financial Year Company Financial Statements
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Previous Financial Year Company Tax Returns
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Previous Financial Year Company Financial Statements
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Last Financial Year Individual Tax Return
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Last Financial Year Tax Assessment Notices
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Previous Financial Year Individual Tax Return
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Previous Financial Year Tax Assessment Notices
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Loan Purpose:*
New Purchase
Contract of Sale
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Deposit Receipt
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Fund to Complete of Purchase
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Latest Rental Statement / Rental Appraisal / Lease Agreement
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Refinance
Last 3 Months Home Loan Statements / Transaction History
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Latest Council Rate Notice
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Others
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Latest Rental Statement / Rental Appraisal / Lease Agreement
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Number of guarantors:*