Full Name
Age
Clear Credit Check
Select one...
Yes
No
Occupation
Current SMSF Balance (If Applicable)
If you're a salary employee (PAYG), please fill in the details below:
Are you working:
Full Time
Part Time
Casual
Yearly Income
Superannuation Annual Income
If you're self-employed, please fill in the details below:
Your superannuation contribution for financial year ending 2022
Your superannuation contribution for financial year ending 2023
Are you seeking:
Approval In Principle
Refinance of your existing SMSF
New purchase under SMSF
Do you have an established SMSF
Select one...
Yes
No
Details of your existing SMSF and lending information (If Applicable):
Trust Name
Bare Trust
Current Lender
Loan Balance
Term Remaining on the loan
Rate
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