SME Loan Application
Contact Name
*
First Name
Last Name
Mobile Number
*
Email
*
example@example.com
Whom is completing this form
*
Applicant
Director
Representative
Financial Controller
Your business information...
Type of Business / Structure
*
Individual - Sole Trader
Partnership
Company (Pty Ltd)
Company/Trust
Company Name / Trust name (if applicable ATF etc)
*
Partnership Name
*
Name of Trustee
Trust ABN
Trading Name
What does your business do?
*
Please include details such as specific industry & current work sources (including duration)
ABN
Company ACN
Established in? (YYYY)
Business Address
*
Street Address
Street Address Line 2
Suburb
State
Postcode
Who do you bank with?
Accountant Name
*
Accountant Email
*
example@example.com
Director/Partner/Applicant 1
Director/Partner Name
*
First Name
Middle Name
Last Name
Email
*
example@example.com
Mobile Number
*
Home Address
*
Street Address
Street Address Line 2
State
Postcode
Time spent there (YY,MM)
DOB
*
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
Marital Status
Drivers Licence No
*
Drivers Licence Exp Date
*
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
Assets & Liabilities
Assets (personal)
*
Rows
Value $
Description
Home Residence
Investment Property 1
Vehicles (total)
Cash on hand
Home Contents Total
Super
Business equity if applicable
Other
Other
Own Property? Please provide address and name property is in?
Do you receive rental income, how much? (monthly)
Liabilities (Personal)
*
Rows
Lender
Owing / Limit
Monthly Payment
Home Residence
Investment Property 1
Vehicles loan
Credit Car/s (combined)
Personal Loan
Overdraft
Other Loan
Other Loan
If you are a Renter..
Rows
Agent
Monthly Expense (Full)
Joint with someone?
Rental
Is there an additional Director or Partner?
Yes
No
Director/Partner 2
Directors/Partners Name
*
First Name
Middle Name
Last Name
Email
*
example@example.com
Mobile Number
*
Home Address
*
Street Address
Street Address Line 2
State
Postcode
Time spent there (YY,MM)
DOB
*
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
Marital Status
Drivers Licence No
*
Drivers Licence Exp Date
*
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
Assets & Liabilities
Assets (personal)
*
Rows
Value $
Description
Home Residence
Investment Property 1
Vehicles (total)
Cash on hand
Home Contents Total
Super
Business equity if applicable
Other
Other
Own Property? Please provide address and name property is in?
Do you receive rental income, how much? (monthly)
Liabilities (Personal)
*
Rows
Lender
Owing / Limit
Monthly Payment
Home Residence
Investment Property 1
Vehicles loan
Credit Car/s (combined)
Personal Loan
Overdraft
Other Loan
Other Loan
If you are a Renter..
Rows
Agent
Monthly Expense (Full)
Joint with someone?
Rental
Is there an additional Director?
Yes
No
Director 3
Directors Name
*
First Name
Middle Name
Last Name
Email
*
example@example.com
Mobile Number
*
Home Address
*
Street Address
Street Address Line 2
State
Postcode
Time spent there (YY,MM)
DOB
*
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
Marital Status
Drivers Licence No
*
Drivers Licence Exp Date
*
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
Assets & Liabilities
Assets (personal)
*
Rows
Value $
Description
Home Residence
Investment Property 1
Vehicles (total)
Cash on hand
Home Contents Total
Super
Business equity if applicable
Other
Other
Own Property? Please provide address and name property is in?
Do you receive rental income, how much? (monthly)
Liabilities (Personal)
*
Rows
Lender
Owing / Limit
Monthly Payment
Home Residence
Investment Property 1
Vehicles loan
Credit Car/s (combined)
Personal Loan
Overdraft
Other Loan
Other Loan
If you are a Renter..
Rows
Agent
Monthly Expense (Full)
Joint with someone?
Rental
Is there an additional Director?
Yes
No
Director 4
Directors Name
*
First Name
Middle Name
Last Name
Email
*
example@example.com
Mobile Number
*
Home Address
*
Street Address
Street Address Line 2
State
Postcode
Time spent there (YY,MM)
DOB
*
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
Marital Status
Drivers Licence No
*
Drivers Licence Exp Date
*
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
Assets & Liabilities
Assets (personal)
*
Rows
Value $
Description
Home Residence
Investment Property 1
Vehicles (total)
Cash on hand
Home Contents Total
Super
Business equity if applicable
Other
Other
Own Property? Please provide address and name property is in?
Do you receive rental income, how much? (monthly)
Liabilities (Personal)
*
Rows
Lender
Owing / Limit
Monthly Payment
Home Residence
Investment Property 1
Vehicles loan
Credit Car/s (combined)
Personal Loan
Overdraft
Other Loan
Other Loan
If you are a Renter..
Rows
Agent
Monthly Expense (Full)
Joint with someone?
Rental
Back
Next
Have you been trading for a full financial year?
*
Yes
No
What actions are being taken to preserve your cash flow?
*
Is there an opportunity to diversify your business?
*
Are ATO Liabilities and other obligations up to date?
*
Have you ever had bad credit or defaults?
*
Yes
No
Please advise details of default or judgement?
*
i.e. Date of default, who default was with, has the default been paid in full?
Please see our Privacy & Banking Code of Practice Form (privacy to be signed)
Upload signed Privacy Form
*
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