Personal Loan Application
3.
Income details - Applicant 1 Income details - Applicant 2
Gross annual salary/wages
(before tax)
Do you Salary Package? Yes (please specify)
$
Annual overtime
$
Other annual income
(e.g. dividends, allowances)
Specify type
$
Other annual income
(e.g. dividends, allowances)
Specify type
$
Annual rental income Have you ever been declared bankrupt?
$
Yes No
Total gross annual income Do you have a HECS/HELP debt?
$
Yes No
Gross annual salary/wages
(before tax)
Do you Salary Package? Yes (please specify)
$
Annual overtime
$
Other annual income
(e.g. dividends, allowances)
Specify type
$
Other annual income
(e.g. dividends, allowances)
Specify type
$
Annual rental income Have you ever been declared bankrupt?
$
Yes No
Total gross annual income Do you have a HECS/HELP debt?
$
Yes No
Financial position (if applying in joint names, please ensure financial details represent the combined position of both applicants)
Assets
(What do you own? If owned jointly with someone not on this application - your share.)
Real estate
(please supply the address)
Value
State Postcode
$
State Postcode
$
Savings or deposit accounts (please provide the name of financial institution(s)) Balance
$
$
Other assets (please describe e.g. household contents, motor vehicle, superannuation) Value
$
$
Liabilities (What do you owe? If owed jointly with someone not on this application - your share)
Home loans
(please provide the name of financial institution(s))
Monthly payment Amount owing/Payout amount Pay out Pay out & close No
$
$
$
$
Personal loans
(please provide the name of financial institution(s))
Monthly payment Amount owing/Payout amount Pay out Pay out & close No
$
$
$
$
Credit/Store cards
(please provide the name of financial institution(s))
Credit limit Amount owing/Payout amount Pay out Pay out & close No
$
$
$
$
$
$
$
$
Overdrafts
(please provide the name of financial institution(s))
Credit limit Amount owing/Payout amount Pay out Pay out & close No
$
$
Other liabilities
(e.g. HECS/HELP, car leases)
Monthly payment Amount owing/Payout amount Pay out Pay out & close No
$
$
Ongoing expenses: (What are your monthly expenses? If applying in joint names, please ensure your ongoing expenses represent the combined position of both applicants.)
Living expenses:
Insurance
(e.g. medical, vehicle, home)
$
Utilities
(e.g. water, electricity, gas)
$
Phone/Internet
$
Medical
$
Rates
$
Travel
(e.g. vehicle running cost, public transport)
$
Education/Childcare
$
Food
$
Clothing
$
Entertainment
$
Total of Living expenses (A)
$
Rent/Board (B)
If no rent or board paid please write $0
$
Other expenses
(e.g. child support, gifts)
$
$
$
$
$
Total of Other expenses (C)
$
Total Ongoing Expenses (A + B + C)
$
Would you like this loan to pay out any of the following? (please tick the appropriate box)
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