Business (ABN) – Commercial application form

Business details

Business type

Sole trader

Partnership

Company

Trust name

Entity name

ABN

ACN

Business trading name

Business Activity

Time established

Trust beneficiaries (if known)

Business landline

Business fax

Business email address

Registered business address

Suburb

State

Postcode

If different form registered address please fill in below

Principal business address

Suburb

State

Postcode

Postal address

Suburb

State

Postcode

Accountants details

Firm name

Contact name

Phone number

Mobile number

Email Address

Applicant details (print application form twice if you have more than one Partner/Director)

Title

First name

Middle name

Surname

Date of birth

Work number

Mobile phone number

Home number

Email

Marital status

Single

Married

De facto

Number of dependents

Driver's-licence-number

Licence-issuing-state

Applicant residential details

Australian residency status

Citizen

Permanent resident

Visa (specify type)

Residential address

Suburb

State

Postcode

Time at address

Postal address(if different to residential)

Suburb

State

Postcode

If less than 2 years at current address please fill below

Previous address

Suburb

State

Postcode

Time at previous address

If renting please fill below

Landlord name

Landlord phone number

Income

$ Gross annual income

$ Spousal gross annual income

$ Monthly net income

$ Spousal monthly net income

Monthly

$ Investment property income

$ Superannuation income

$ Government benefit income

$ Investment income

$ Other income

Liabilities

Home property loan

Investment property 1

Investment property 2

Investment property 3

Margin loan

Loan for investments

Personal loan

Motor vehicle loan

Yes

No

Plant and equipment loan

Yes

No

Recreational assets loan (boats/RVs/jet skis)

Yes

No

Credit card 1

Credit card 2

Credit card 3

Credit card 4

Overdraft

Debt agreement

Tax debt

Monthly expenses (please complete this section if you are a Sole Trader)

$ Rent or board

$ Private education childcare

$ Vehicle running costs

$ Other expenses 1

$ General living expenses(Household/living)

$ Other expenses 2

Are there any foreseeable changes to your circumstances that could impact on your financial situation (for example, retirement plans, seasonal employment, additional liabilities, changes to your income, changes under your other loan arrangements, expecting a child)?

Yes

No

Please specify

Have all the facilities in your name (regardless of whether the repayments are made by you or not) been disclosed in the liabilities section of this application?

Yes

No

Please specify

Do you have sufficient ongoing monthly cashflow to meet your repayments under this facility taking into account your existing income and expenses, including your debt and other liabilities?

Yes

No

Please specify

Credit reference

A credit reference check will be required for all commercial streamlined policies.

Please specify if this application is for

Commercial Express

Replacement

Balloon / RV Refinance

Not applicable

Can you provide a loan statement?

Yes - Please ensure you supply the Loan Statement as supporting document for this application

No - Please complete the following:

Financier

Account reference

The credit reference must satisfy the following:

A credit reference can be from another recognised financier and must be for a similar type of the lending e.g. finance lease or business loans.
A credit reference can be from an open current account, or an account that was closed within the last 12 months.
A credit reference must be for an account that has been active for at least 12 months.
The proposed repayment can be up to double the repayment of the credit reference.
The credit reference must be in the name of the borrowing entity in the first instance.

Declaration and signature

I have been advised on how to apply for this facility, the information that is required and how long before a lender is likely to make a decision once all the required information has been provided. Additionally, I acknowledge that the required information and time to make a decision may change depending on the circumstances of this application. I have also been advised that if the required information or the time to make a decision changes for this application, I will be notified of this change.

I have read and understood the particulars that have been completed in this declaration and state that those particulars are true, complete and not misleading, and have been made to Complo to enable it to assess my finance application.

Also, I consent and agree that: (a) Complo may give me notices or documents by electronic communication by sending the notice or document to the email address disclosed above or the last email address I have otherwise notified; (b) if a notice or document is so given, it will be taken to be given at the time when the notice or document has entered my information system; (c) paper notices and documents may no longer be given to me; (d) electronic communications should be regularly checked for notices and documents; and (e) my consent to the giving of notices and documents by electronic communication may be withdrawn by me at any time

Name (print)

Business (ABN) – Commercial application form