Application Details
Applicant/SMSF Name:
SMSF Loan Purpose:
Loan Value:
$
Security Value:
$
LVR:
%
Residual P&I Loan Term (years):
Actual Interest Rate:
%
Applicable Floor Rate:
%
Buffer Rate:
%
Assessment Rate:
%
Yearly Income
Mandatory contributions:
$
Additional contributions:
$
Other income from the fund:
$
Rental Income:
$
Existing Commitment (Investment)
Other SMSF Investment Loans (Total Of Limits):
$
Other SMSF Buffered Monthly Repayments:
$
Annual Fund Expenses:
$
Rental Property Depreciation:
$
Calculations & Results
Total Gross Income:
$
Less Investment loan interest add back:
$
Less Fund expenses (tax deductible):
$
Taxable income:
$
Less tax:
$
Net Annual Income:
$
Other commitments:
$
Fund expenses:
$
Annual repayments for this loan:
$
Annual Outgoings:
$
Surplus:
$
NDI
Result

Important
This Servicing Calculator was prepared by The Lender to provide you with an initial view as to whether this loan application for a Self Managed Superannuation Fund loan meets The Lender servicing criteria. It sets out the methodology by which The Lender arrives at this conclusion. It is provided to you on the basis that you acknowledge that: You are not relying on this servicing calculator when determining a customer's loan serviceability, credit worthiness, or in any respect, as part of the credit approval process.