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
Assets

Property assets

Address
Address
Line 1
Line 2
City
State
Post code
Country
Property type
Owner

Cheque, savings, term deposit & other accounts

Owner

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

Owner

Owner

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

Owner

Owner

Motor vehicles

Owner
Liabilities

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

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

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

Borrower

My monthly living expenses

Additional monthly living expenses

Additional comments

Include additional address/employment history if required