Preliminary Commercial Investment Property SMSF Loan Assessment Application Form

* Required

*Fund Name:  
  Enter the name of your SMSF or if not yet established enter "To be established".

*Finance Type:  Select a finance type from the drop-down list.

*Off The Plan:   Select NO from the drop-down list if you are not purchasing property “off the plan".

Contact Details

*Title:  SuperEasy Select a title from the drop-down list.

*First Name:  SuperEasy

*Family Name*:  SuperEasy

 Address Line1: SuperEasy

 Address Line2: SuperEasy

 Suburb/City: SuperEasy

 State:SuperEasy  Select a state from the drop-down list.

 Post Code: SuperEasy

*Email:  SuperEasy

*Tel/Mobile:  SuperEasy

Investment Security Property Details

*Loan Amount:  SuperEasy The minimum loan amount $100K!

*Property Value: SuperEasy Please note: the property size must be a minimum of 50 square meters!

*Property Type: SuperEasy Select a property type from the drop-down list.

Address: SuperEasy Enter the full investment property address if you have already selected a property, otherwise only enter City/Postcode of the area you are thinking of buying.

*Suburb/City: SuperEasy

*Post Code:  SuperEasy

*Rental Income:SuperEasy Enter annual actual or expected rental income from the property.

*Property User:SuperEasy Select a property user from the drop-down list.

SMSF Details

*Total Current SMSF Assets:  This includes any other superannuation amount that can be rolled over into the SMSF.

*SMSF Trustee Type:  Select a SMSF type from the drop-down list.

*Total Guarantee Superannuation (SG) Contributions: 
  (Enter total annual employer contributions for all members of the fund)

*Number of Members in the Fund: 

*Oldest Fund Member Age: 

*Number of Members in Pension:  Enter number of members of the fund receiving pension payments including Transition to Retirement.

Please click CONTINUE button only once. Processing may take up to 60 seconds.

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