Client Information Form

Completing this form will give us a clear picture of your financial situation and help us to give you home loan advice specific to your needs. It also helps ensure that, if you proceed to a loan application with us, it will be prepared as quickly as possible.

Application Type (i)

Applicant 1 Details

Applicant 1 Details

Dependents

Please list ages of all dependents

Applicant 1 current address

Current address
Current address
Line 1
Line 2
City
State
Post Code
Current residential status

Applicant 1 contact details

Previous address

3 years residential history required
Previous address
Previous address
Line 1
Line 2
City
State
Post Code
Previous residential status

Applicant 1 resident details

Are you a tax resident of a country other than Australia?

Applicant 2 Details

Applicant 2 Details

Dependents

Please list ages of all dependents, if different from Applicant 1

Applicant 2 current address

Current address
Current address
Line 1
Line 2
City
State
Post Code
Current residential status

Applicant 2 contact details

Applicant 2 previous address

3 years residential history required
Previous address
Previous address
Line 1
Line 2
City
State
Post Code
Previous residential status

Applicant 2 resident details

Are you a tax resident of a country other than Australia?

Applicant 1 employment details

Applicant 1 Employment Details
Address
Address
Line 1
Line 2
City
State
Post Code
Employment type
Gross income (before tax)
If less than 3 years at current job
Address
Address
Line 1
Line 2
City
State
Post Code
Employment type

Applicant 2 employment details

Applicant 2 Employment Details
Address
Address
Line 1
Line 2
City
State
Post Code
Employment type
Gross income (before tax)
If less than 3 years at current job
Address
Address
Line 1
Line 2
City
State
Post Code
Employment type

Other income

(e.g. pensions, dividends, family allowance)
Gross income (before tax)
Owner
Add other income + Remove
Assets
You have indicated above that at least one of the applicants lives in their own home, please fill in at least one property asset to reflect this property / these properties.

Property assets

Address
Address
Line 1
Line 2
City
State
Post code
Country
Property type
Owner
Add property + Remove

Cheque, savings, term deposit & other accounts

Owner
Add account + Remove

My investments, including superannuation, shares, managed funds etc.

Owner

Owner
Add investment + Remove

My other assets including home contents insured value, boats, tools of trade, business goodwill etc.

Owner

Owner
Add asset + Remove

Motor vehicles

Owner
Add vehicle + Remove
Liabilities

My housing loans, overdrafts, business/company debts, or guarantees secured by mortgages.

Add loan + Remove

My credit cards, store cards, unsecured overdrafts, etc.

Add another + Remove

My other loans and liabilities including personal loans, HECS/HELP, leases, child support, zip/afterpay, etc.

Borrower
Add another + Remove

My monthly living expenses

Additional monthly living expenses

Add another + Remove

Additional comments

Include additional address/employment history if required