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Equipment Finance
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Business Finance Application
Step 1 of 13
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Application contact details
Name
*
Prefix
Mr.
Mrs.
Miss
Ms.
Dr.
First
Middle
Last
Job function and/or title
Work Email Address
*
Mobile phone
Work phone
*
Work fax
Applicant Details
Company/Partnership/Sole-Trader name [Applicant]
*
ACN
*
ABN
*
When did the Applicant commence trading?
*
Date Format: DD dash MM dash YYYY
When did the Applicant register for GST?
*
Date Format: MM slash DD slash YYYY
Trading name
Does the Applicant act as a Trustee?
Yes
No
Name of Trust
*
ABN of Trust
*
Business address
*
Street Address
Address Line 2
City
State
Postcode
Postal address of Applicant if different to business address
Street Address
Address Line 2
City
State
Postcode
Registered address of Applicant if different to business address (e.g. Accountant)
Street Address
Address Line 2
City
State
Postcode
Applicant Website
Industry / Activities of Applicant
Number of employees
Name of Bank and Branch
Please list all current vehicle and equipment finance contracts in the business name
Please list previous finance if there are no current finance contracts
Name of lender
Contract number
Asset details
Start date
Term in years
Residual/Balloon payment
Monthly payment
Details of the first Director / Partner / Owner
Name
*
Prefix
Mr.
Mrs.
Miss
Ms.
Dr.
First
Middle
Last
Home address
Street Address
Address Line 2
City
State
Postcode
How many years at this address?
Previous address
Street Address
Address Line 2
City
State
Postcode
Driver Licence number
Driver Licence expiry date
Date Format: DD slash MM slash YYYY
Driver Licence state of issue
Date of birth
Date Format: DD slash MM slash YYYY
Is this person a home owner?
*
Yes
No
Estimated value of home
Amount owing on home
% of shareholding in Applicant
*
Personal financial position
Value of assets and liabilities in personal name only
Cash at bank (e.g. cheque account, savings account, term deposit)
Current Balance
Superannuation Value
Furniture Value
Properties
Address
In whose names
Current estimated value
Lender
Monthly repayment
Balance owing
Vehicles
Vehicle description
Current estimated value
Lender
Monthly repayment
Balance owing
Other Assets / Investments
Description
Current estimated value
Lender
Monthly repayment
Balance owing
Credit cards
Lender
Credit limit
Current balance
Details of the second Director / Partner / Owner
Name
*
Prefix
Mr.
Mrs.
Miss
Ms.
Dr.
First
Middle
Last
Home address
Street Address
Address Line 2
City
State
Postcode
How many years at this address?
Previous address
Street Address
Address Line 2
City
State
Postcode
Driver Licence number
Driver Licence expiry date
Date Format: DD slash MM slash YYYY
Driver Licence state of issue
Date of birth
Date Format: DD slash MM slash YYYY
Is this person a home owner?
*
Yes
No
Estimated value of home
Amount owing on home
% of shareholding in Applicant
*
Personal financial position
Value of assets and liabilities in personal name only
Cash at bank (e.g. cheque account, savings account, term deposit)
Current Balance
Superannuation Value
Furniture Value
Properties
Address
In whose names
Current estimated value
Lender
Monthly repayment
Balance owing
Vehicles
Vehicle description
Current estimated value
Lender
Monthly repayment
Balance owing
Other Assets / Investments
Description
Current estimated value
Lender
Monthly repayment
Balance owing
Credit cards
Lender
Credit limit
Current balance
What are you wanting to finance?
Full description of the motor vehicle or equipment
*
Is it new or used?
*
New
Used
How old is it?
*
Full purchase price including GST and all on road costs
*
How much would you like to borrow?
*
Name of supplier
Contact person at the supplier
First
Last
Supplier phone
Will it be used more than 50% for work?
*
Yes
No
How would you like this financed?
Type of finance
*
Hire Purchase
Finance Lease
Novated Lease
Operating Lease
Chattel Mortgage
Rental
Not sure
How many years would you like the loan for?
*
Would you like a residual or lump sum payment at the end of the finance period?
*
Yes
No
Accountant's details
Company name of accountant
Accountant's name
First
Last
Accountant's address
Street Address
Address Line 2
City
State
Postcode
Accountant's phone
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