Application Form For Equipment Finance

Office Use Only

Declaration: Have You Met With Your Client For This Application

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Trade References: Does the business have credit terms with a supplier? If yes, please complete:

Who is your accountant?

Individual or Director 1:

(If Renter, pls provide Landlord details)

If less than 3 years, please provide previous address.

Gross/Net per

*Certified & clear copies of your ID will be required at settlement for new clients. If one of these documents is unavailable, please provide a secondary form of ID to satisfy Anti-Money Laundering legislation.

Individual or Director 2:

(If Renter, pls provide Landlord details)

If less than 3 years, please provide previous address.

Gross/Net per

*Certified & clear copies of your ID will be required at settlement for new clients. If one of these documents is unavailable, please provide a secondary form of ID to satisfy Anti-Money Laundering legislation.

Asset Position 1

Type Address / Description Value $

Home Residence

(Please provide rates notice)
  • $

Investment Property 1

  • $

Investment Property 2

  • $

Motor Vehicle 1

  • $

Motor Vehicle 2

  • $

Cash at Bank

  • $

Home Contents Value

  • $

Superannuation

  • $

Other

  • $

Liabilities Position 1

Type Bank Repayment $ Limit $ Balance $

Home Loan

Personal Loan

Investment Loan 1

Investment Loan 2

Credit Card 1

Credit Card 2

Equipment Loan 1

Equipment Loan 2

Other

If yes, please provide details:

Asset Position 2

Type Address / Description Value $

Home Residence

(Please provide rates notice)
  • $

Investment Property 1

  • $

Investment Property 2

  • $

Motor Vehicle 1

  • $

Motor Vehicle 2

  • $

Cash at Bank

  • $

Home Contents Value

  • $

Superannuation

  • $

Other

  • $

Liabilities Position 2

Type Bank Repayment $ Limit $ Balance $

Home Loan

Personal Loan

Investment Loan 1

Investment Loan 2

Credit Card 1

Credit Card 2

Equipment Loan 1

Equipment Loan 2

Other

If you need more space, please attach a separate page with the additional information.

If yes, please provide details:

Asset to be financed

If current goods are under finance, please provide details in Finance References section below.

If you have a Contract of Sale or Purchase Order, please attach a copy.

Finance References: Please list any current and/or paid in full equipment loans:

Servicing: Some loans will need to be assessed for servicing. Please provide the below to ensure you meet servicing criteria.

Description of living expense Monthly Amount

Mortgage/Rent/Board (i)

  • $

Rates & Utilities (i)

  • $

Groceries (i)

  • $

Clothing & Personal Care (i)

  • $

Education (Childcare, preschool, secondary, tertiary) (i)

  • $

Telephone & Internet (i)

  • $

Pay TV (i)

  • $

Insurance (i)

  • $

Medical & Health (i)

  • $

Transport – Public (i)

  • $

Motor Vehicle Running Costs (i)

  • $

Recreation & Entertainment (i)

  • $

Others

  • $

Please Download PRIVACY ACT for signing and upload.

Please upload the duly filled & signed form below.