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Aussie Financial Lending Specialist

Home
About
Articles
Contact
- Application Form
- Contact Form

Fact Finder

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Title

Mr
Mrs
Miss
Dr
Prof
Sir

First name

Middle name

Surname

Mothers maiden name

Marital status

Single
Married
Seperated
De Facto
Widowed
Divorced

D.O.B

dd/mm/yyyy

Gender

Male
Female

ID Type

Drivers licence
Passport
International passport

Drivers licence number

Passport number

International passport number

Expiry

dd/mm/yyyy

Place of issue

Victoria
New South Wales
Queensland
ACT
Northern Territory
Western Australia
Tasmania
Other

Please specify

List the country and state where your licence was issued

Please specify the country

Residency status

Australian permanent resident
Non-resident
Temporary resident

Country of citizenship

Australia
Other

Please specify

Please specify country of citizenship

Tax residency

ie. What country do you pay taxes in?

Tax ID number

Reason code

A – The country of residency does not issues TINs to tax residents
B – The account holder has not been issued with a TIN or is unable to provide a TIN
C – The country of tax residency does not require the TIN to be disclosed

TIN = tax id number

Email address

Primary contact

Mobile

Primary contact

Current address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Start date

When did you start living at this address?

Address status

Boarding
Owner occupied
Renting
With parents

Rent per month? ($)

Previous address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Start date

When did you start living at your previous address?

End date

When did you leave your old address?

Address status

Boarding
Owner occupied
Renting
With parents

Do you have any dependents?

Yes
No
Currently expecting

How many dependents?

Age of dependents?

When is the due date?

How many applicants for this loan?

1
2
More than 2

Primary Employment Details – Applicant 1

PAYG
Self employed
Retired
Home duties
Student

PAYG basis

Full time
Part time
Casual

Australian Business Number (ABN)

Link to ABN website

Look up ABN at https://abr.business.gov.au/ and provide a link in the box

Start date

Job title

Business name

Business address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Business phone number

Planned age of retirement

Age at loan expiry

If applicant reaches retirement age or 70+ before loan term, how will they repay the loan?

Co-applicant’s income
Downsizing of home
Income from other investments
Recurring income from superannuation
Repayment of loan prior to retirement
Sale of assets
Savings
Superannuation lump sum following retirement

Annual income (gross) – primary applicant

Overtime income (gross) – primary applicant

Commissions / Bonuses (gross) – primary applicant

Primary Employment Details – Applicant 2

PAYG
Self employed
Retired
Home duties
Student

PAYG basis

Full time
Part time
Casual

Australian Business Number (ABN)

Link to ABN website

Look up ABN at https://abr.business.gov.au/ and provide a link in the box

Start date

Job title

Business name

Business address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Business phone number

Planned age of retirement

Age at loan expiry

If applicant reaches retirement age or 70+ before loan term, how will they repay the loan?

Co-applicant’s income
Downsizing of home
Income from other investments
Recurring income from superannuation
Repayment of loan prior to retirement
Sale of assets
Savings
Superannuation lump sum following retirement

Annual income (gross) – secondary applicant

Overtime income (gross) – secondary applicant

Commissions / Bonuses (gross) – secondary applicant

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