Before starting this form, please ensure you have a balance sheet of assets, liabilities and super ready to upload (Excel or Word format is greatly preferred)
We also encourage you and your client to seek market appraisals for properties in the pool, especially where the properties have significant mortgages.
You can download a word doc version of this form if you prefer.
Note: in order to comply with responsible lending obligations under the National Consumer Credit Protection Act 2009 (Cth) we may need further information should your client be in any of the following scenarios (as these could possibly be irresponsible loans under the NCCPA):
If you have more documents to submit than what is provided for here, please email them to email@example.com
Note: please do not send us any advice you have provided the client, or copies of advice or opinions provided to you from Counsel.