SMSF Loans - Loan Enquiry

1300 485 243

Australian Credit Licence Number 389884

The Trusted Partner to SMSF Professionals. Click Here for details

SMSF Loans routinely achieves structural, time-frame, or 'pricing' outcomes superior to those offered by a direct approach to lenders

SMSF Loans provides SMSF Trustees with control, convenience and cost effective services that are transparent and either independently offered or bolted together for a total end to end solution.

Loan Enquiry

Please complete as much detail as possible. Note that all fields may not be relevant to your enquiry.

PLEASE ENSURE YOU INCLUDE AT LEAST ONE CONTACT METHOD SO THAT WE CAN PROVIDE A RESPONSE.

We recommend that you TAB between fields or use your mouse as hitting ENTER often Submits the Form prematurely.

Please feel free to submit this enquiry even if you do not have all detail to hand.

Company / Business Name (if applicable)
I am .....	An existing SMSF Trustee Planning to establish a SMSF An Accountant A Financial Planner A Solicitor A Finance / Mortgage Broker A Property Specialist Other (detail in Comments)
Contact Name
City / Suburb
Postcode
Phone Number
Email Address
Existing Referral Partner (Businesses Only)	YES NO
Date SMSF Established (if applicable)
Name of SMSF (if established)
Stage of Property Acquisition	Not yet commenced looking Actively looking Offer made Offer accepted Contracts signed Current asset of related party Refinance of existing SMSF loan
Security Property Postcode (if still looking - intended Postcode or Postcode range)
Security Property Type (by usage - not zoning)	Residential - Detached House / Duplex / Townhouse Residential - Unit / Apartment Residential - rural residential or lifestyle Residential - NRAS Property - Detached House / Duplex / Townhouse Residential - NRAS Property - Unit / Apartment Commercial Rural (income producing rural land)
Estimated Value / Purchase Price
Loan Amount Required (or Loan to Value Ratio)
Current / estimated lease amount - Security Property (Gross p.a.)
Current or Proposed Value of SMSF (before this purchase)
Current value of all SMSF Real Estate Assets (exclude this purchase)
Current Annual Gross rental income to SMSF (exclude this purchase)
Total Value of any existing loans to SMSF (exclude this purchase)
Total annual repayments on any existing loans to SMSF (exclude this purchase)
Annual SGC Contributions (all Members)
Annual voluntary contributions (all Members)
Member 1 Name
Member 1 Date of Birth
Income Type (tick all that apply)	PAYG Contractor Self-employed Other (please detail in Comments)
Member 2 Name
Member 2 Date of Birth
Income Type (tick all that apply)	PAYG Contractor Self-employed Other (please detail in Comments)
More than 2 Members - please enter details in Comments	See Comments
Anticipated length of ownership of this property (in years)
SMSF Loans to Facilitate Trusts or Trustees? (Separate Service fees apply. Refer to our Documentation page for details)	No Bare Trust Only SMSF Trust & Bare Trust Only Bare Trust & Corporate Trustee SMSF Trust, Bare Trust & Corporate Trustees
Do all Members have clear Credit Reports?	YES NO (detail in comments)
If Fund established indicate Trustee type	Individual Corporate
Will you have a Stamp Duty exemption or reduction? Why?
Do you have a GST exemption (Commercial Property Purchases Only)	YES - going concern NO
Referrers Aggregator or Dealer Group (if applicable)
Where did you hear about us?	Search Engine Facebook LinkedIn Other on-line source (please detail below) SMSF Loans Email / Newsletter Accountant / Financial Planner Aggregator / Dealer Group Hardcopy News Article Word of mouth Other (please detail below)
Internal size of property (sq m)
For Voluntary Contributions - how long have they been made?
For Voluntary Contributions - provide annual amount for each of last two FY
For Voluntary Contributions - provide estimated amounts for current and next FY
If NRAS Property - Consortium Name
Comments / Questions