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

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

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)
Type of Enquiry	Request for more information Preliminary enquiry Pre-approval Finance enquiry
Timeframe until transaction required	ASAP 4 - 6 weeks 6 - 12 weeks 3 - 6 months Over 6 months
Security Property Postcode (State or Territory if still looking)
Security Type	Residential Property Commercial Property Rural Property
Estimated Value / Purchase Price
Loan Amount (or Loan to Value Ratio)
Current / estimated lease amount (Gross)
Per	Week Month Year
Term of Lease / Proposed Term of Lease
Current or Proposed Value of SMSF (before this purchase)
Annual SGC Contributions (all Members)
Annual voluntary contributions (all Members)
Other Fund Income (Grossed Up)
Member 1 Name
Member 1 Annual Income
Income Type (tick all that apply)	PAYG Contractor Self-employed Other (please detail in Comments)
Member 2 Name
Member 2 Annual Income
Income Type (tick all that apply)	PAYG Contractor Self-employed Other (please detail in Comments)
More than 2 Members - please enter names and income details in Comments	See Comments
Position on Personal Guarantees (check all that apply)	Will give to maximise LVR Will give to lower rate Will give to improve servicing / maximise loan amount Accept higher rate to avoid Accept lower LVR to avoid Accept lower servicing / loan amount to avoid I want to discuss my options
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
Accountant Name & Company Name
Accountant Contact Number
Financial Planner Name & Company Name
Financial Planner Contact Number
Referrers Aggregator or Dealer Group (if applicable)
Will you have a Stamp Duty exemption or reduction?	YES NO
Total Value of any existing loans to the SMSF
Total monthly repayments on any existing loans to the SMSF
Date of Birth of Member One
Date of Birth of Member Two
Do all Members have clear Credit Reports?	YES NO (detail in comments below)
If Fund established indicate Trustee type	Individual Corporate
Do you have a GST exemption (Commercial Property Purchases Only)	YES NO
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)
Comments / Questions