Full Name
Email Address
Contact Number
Name Of SMSF Trustee
Name Of SMSF Trust
Date Of Incorporation
Investment Objective
Number Of Members
SMSF Cash Account Balance
Documents To Be Provided
Certified SMSF Trust DeedCertified Bare Trust DeedLast 1 Or 2 Years Audited SMSF Returns12 Months SMSF Bank StatementsLast 12 Months Industry Super Fund Statements
Name Of Custodian Trustee
Name Of Custodian Trust
Employment Type --Self-EmployedPAYG
Length In Business / Role
Industry And Occupation
Approx. Annual Income
Are There Any Defaults Or Bankruptcies?
Income documents to be provided:
If Self-Employed: • Last 1 Or 2 Years Company Tax Returns And Financial Statements • Last 1 Or 2 Years Individual Tax Returns And Notice Of Assessment
If PAYG: • Last 2 Pay Slips
Employer Contributions (Per Annum)
Member Contributions (Per Annum)
Estimated Contributions (Next Year)
Other Investment Income
SMSF Running Cost (Per Annum)
Property Address
Property Type
Purchase Price / Existing Debt
Estimated Market Value
Expected Rental Income (Annual)
Loan To Value Ratio (LVR)
Loan Amount
Interest Rate Type --FixedVariable
Loan Term
Repayment Type --Principal & InterestInterest Only
Expected Loan Start Date
Have You Tried Placing This Deal Elsewhere? --NoYes
Is SMSF Complying? --YesNo
Other Notes
Value
Existing Debt
Lender
Up To Date?
--YesNo
