Loan Enquiry

Please complete as much detail as possible.  Note that all fields may not be relevant to your enquiry.
 
Please ensure you include at least one contact method so that we can provide a response.
 
Please feel free to submit this enquiry even if you do not have all detail to hand.  We will make contact with you to discuss any other information we need prior to being able to determine if we can assist.
Do all Members have clear Credit Reports?
Email
Comments / Additional Information
Your Position in relation to the SMSF (Trustee, Accountant, Financial Adviser etc)
Phone
Company Name (if an Adviser to the SMSF)
Is the SMSF already established?
Date SMSF Established (Month and Year)
Name of SMSF (if established)
Stage of Property Acquisition (Still looking, offer made, offer accepted, contract signed, related party asset, refinance)
Postcode of Property (if property not yet identified please provide likely Postcode or Postcode range)
Property Type - by usage (Residential - detached, Residential - Unit, Residential - rural / lifestyle, Commercial, Rural land - income producing)
Estimated Value or Purchase Price
Loan Amount Required
Lease Amount - Gross p.a. (if property not yet identified please provide estimated amount or % of value)
Value of SMSF - before this purchase
Current value of all SMSF Real Estate Assets (exclude this purchase)
Amount of Fund Assets available for this transaction. (Include full amount available - not just "deposit" amount)
Current Annual Gross rental income to SMSF (exclude this purchase)
Total Value of any existing loans to SMSF (exclude this purchase)
Total annual repayments on any existing loans to SMSF (exclude this purchase)
Annual SGC Contributions (all Members)
Annual voluntary contributions (all Members)
For Voluntary Contributions - how long have they been made?
For Voluntary Contributions - provide annual amount for each of last two FY
For Voluntary Contributions - provide actual or estimated amount for the current FY
For Voluntary Contributions - provide estimated amounts going forward
If Fund established indicate Trustee type (Individual or Corporate)
Member 1 - Year of Birth
Member 2 - Year of Birth
Member 3 - Year of Birth
Member 4 - Year of Birth
Member 1 - Income Type (PAYG, Contractor, Self-employed etc)
Member 2 - Income Type (PAYG, Contractor, Self-employed etc)
Member 3 - Income Type (PAYG, Contractor, Self-employed etc)
Member 4 - Income Type (PAYG, Contractor, Self-employed etc)
Please provide brief details of any credit challenges and the Member/s affected (using the numbering above)
Do you have a GST exemption? (Commercial Property Purchases Only). If so - why?
Will you have a Stamp Duty exemption or reduction? If so - why?
Size of Property (For residential - square metres of internal living areas. For rural properties - how many hectares / acres)
Do you have all relevant Trusts / Trustees in place?
If "No" to above - do you already have a service provider to arrange your documentation?
Contact Name
Name of your SMSF Adviser (leave blank if you are the Adviser)
Email Address of your SMSF Adviser (leave blank if you are the Adviser)
Phone Number of your SMSF Adviser (leave blank if you are the Adviser)
Submit