Contact Details
Do you have an existing BDM?*
BDM Name:*
I am (position):*
Name:*
Phone:*
Email:*
SMSF Trust Details
Name:*
ABN:*
Registered Date:*
Forms
Signed Application Form*
{{fileinputs[16][0]}}
Valuation Form
{{fileinputs[17][0]}}
Borrowing Calculator
{{fileinputs[18][0]}}
SMSF Documents
Certified Copy of SMSF Trust Deed*
{{fileinputs[19][0]}}
Certified Copy of the Property Trust Deed (the bare trust deed)*
{{fileinputs[20][0]}}
Certificate of registration for the SMSF Trustee company*
{{fileinputs[51][0]}}
Certificate of registration for the SMSF Bare Trustee*
{{fileinputs[52][0]}}
SMSF Cash Management Account Statements for last six months or 2 years Industry Fund Statements
{{fileinputs[53][0]}}
Audited SMSF tax returns and financial statements for the last 2 years - if any (TFN removed)
{{fileinputs[54][0]}}
Accountant letter to confirm annual ongoing cost for SMSF, if the costs noted on the SMSF latest tax return is not reflective of the ongoing future annual cost OR no tax returns available
{{fileinputs[55][0]}}
Independent Legal Advice Guarantor Certificate to be completed at time of mortgage documentation (Certificate is provided in mortgage documentation)
{{fileinputs[56][0]}}
PAYG or Self-Employed:*
PAYG
Latest 2 payslips (PAYG)
{{fileinputs[0][0]}}
Latest 3 month salary credits
{{fileinputs[57][0]}}
Self-Employed
Last 2 Years' Company Tax Returns and Financial Statements (TFN removed)
{{fileinputs[58][0]}}
Last 2 Years' Individual Tax Return and Tax Assessment Notices (TFN removed)
{{fileinputs[59][0]}}
Business Activity Statements (BAS) for the most recent period and corresponding 6 months business bank statements
{{fileinputs[60][0]}}
Loan Purpose:*
New Purchase
Contract of Sale
{{fileinputs[10][0]}}
Deposit Receipt
{{fileinputs[11][0]}}
Fund to Complete of Purchase
{{fileinputs[12][0]}}
Rental appraisl
{{fileinputs[25][0]}}
Refinance
Last 6 Months Home Loan Statements / Transaction History
{{fileinputs[61][0]}}
Latest Council Rate Notice
{{fileinputs[14][0]}}
Latest Rental statement and Rental credit
{{fileinputs[26][0]}}
Easy Refinance
Last 12 Months Home Loan Statements / Transaction History
{{fileinputs[62][0]}}
Latest Council Rate Notice
{{fileinputs[63][0]}}
Latest Rental statement and Rental credit
{{fileinputs[64][0]}}
Number of guarantors:*