CNA Set-UpPersonal DetailsAssetsLiabilitiesExpensesLoanFinancial Security Application Details Please answer all questions presented below, by doing so the forms will automatically be set-up to request only the relevant information for your personal situation. Number of Applicants * 12 Loan Purpose * PurchaseRefinance Loan Type * InvestmentOwner OccupiedSMSF Applicant 1: Current Address more than 2 Years * YN Current Employment more than 2 Years * YN Can you supply a copy of a current Drivers License? * YN Can you supply a copy of a current Passport? * YN Can you supply a copy of a current Medicare Card? * YN Can you supply a copy of a Full Birth Certificate? * YN Can you supply a copy of a Full Birth Certificate? * YN Applicant 2: Current Address more than 2 Years * YN Current Employment more than 2 Years * YN Can you supply a copy of a current Drivers License? * YN Can you supply a copy of a current Passport? * YN Can you supply a copy of a current Medicare Card? * YN Can you supply a copy of a Full Birth Certificate? * YN Can you supply a copy of a Full Birth Certificate? * YN Properties Owned * 0123456 Property Loans * 012345678910 Cars Owned * 01234 Car Loans * 01234 Credit Cards * 0123456 Personal Loans * 01234 Children * 0123456 Loan Amount * Personal Data Applicant 1 Title * —Please choose an option—MrMrsMissMs.Dr.Other First Name * Middle Name Last Name * Mothers Maiden Name * Date of Birth * Sex * —Please choose an option—MaleFemale Marital Status * —Please choose an option—SingleMarriedDe factoDivorcedWidowedSeparated Ages of Children(Comma separated) * Email Address * Mobile Phone * Home Phone Work Phone Drivers Licence Number * State * —Please choose an option—ACTNSWQLDVICTASSAWANT Start Date End Date * Current Address Applicant 1 Address Status * —Please choose an option—RentingOwn HomeBoardingWith ParentsOther Address * Start Date * Weekly Rent * Previous Address Applicant 1 Address Status * —Please choose an option—RentingOwn HomeBoardingWith ParentsOther Address * Start Date * End Date * Current Employment Applicant 1 Type * —Please choose an option—PAYGSelf EmployedHome DutiesBenefitsOther Status * —Please choose an option—Full TimePart TimeCasualContractTempRetiredOther Occupation * Sector (health, construction etc.) * Employer/Business Name * Address Start Date * Employer Email Address Employer Contact Details Applicant 1 Contact Name * Phone * Department Previous Employment Applicant 1 Type * —Please choose an option—PAYGSelf EmployedHome DutiesBenefitsOther Status * —Please choose an option—Full TimePart TimeCasualContractTempRetiredOther Occupation * Sector (health, construction etc.) * Employer/Business Name * Address Start Date * End Date * Personal Data Applicant 2 Title * —Please choose an option—MrMrsMissMs.Dr.Other First Name * Middle Name Last Name * Mothers Maiden Name * Date of Birth * Sex * —Please choose an option—MaleFemale Marital Status * —Please choose an option—SingleMarriedDe factoDivorcedWidowedSeparated Email Address * Mobile Phone * Home Phone Work Phone Drivers Licence Number * State * —Please choose an option—ACTNSWQLDVICTASSAWANT Start Date End Date * Current Address Applicant 2 Address Status * —Please choose an option—RentingOwn HomeBoardingWith ParentsOther Address * Start Date * Previous Address Applicant 2 Address Status * —Please choose an option—RentingOwn HomeBoardingWith ParentsOther Address * Start Date * End Date * Current Employment Applicant 2 Type * —Please choose an option—PAYGSelf EmployedHome DutiesBenefitsOther Status * —Please choose an option—Full TimePart TimeCasualContractTempRetiredOther Occupation * Sector (health, construction etc.) * * Employer/Business Name * * Address Start Date * Employer Email Address Employer Contact Details Applicant 2 Contact Name * Phone * Department Previous Employment Applicant 2 Type * —Please choose an option—PAYGSelf EmployedHome DutiesBenefitsOther Status * —Please choose an option—Full TimePart TimeCasualContractTempRetiredOther Occupation * Sector (health, construction etc.) * Employer/Business Name * Address Start Date * End Date * Assets - Real Estate Property Use * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Value * Address * Weekly Rent (If applicable) Assets - Real Estate Property Use * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Value * Address * Weekly Rent (If applicable) —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Assets - Real Estate Property Use * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Value * Address * Weekly Rent (If applicable) —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Assets - Real Estate Property Use * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Value * Address * Weekly Rent (If applicable) —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Assets - Real Estate Property Use * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Value * Address * Weekly Rent (If applicable) —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Assets - Real Estate Property Use * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Value * Address * Weekly Rent (If applicable) —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Assets - Motor Vehicles Vehicle Type * —Please choose an option—4WDSmallMediumLargeLuxury CarBikeOther Value * Make * Year * Assets - Motor Vehicles Vehicle Type * —Please choose an option—4WDSmallMediumLargeLuxury CarBikeOther Value * Make * Year * —Please choose an option—4WDSmallMediumLargeLuxury CarBikeOther Assets - Motor Vehicles Vehicle Type * —Please choose an option—4WDSmallMediumLargeLuxury CarBikeOther Value * Make * Year * —Please choose an option—4WDSmallMediumLargeLuxury CarBikeOther —Please choose an option—4WDSmallMediumLargeLuxury CarBikeOther Assets - Motor Vehicles Vehicle Type * —Please choose an option—4WDSmallMediumLargeLuxury CarBikeOther Value * Make * Year * —Please choose an option—4WDSmallMediumLargeLuxury CarBikeOther —Please choose an option—4WDSmallMediumLargeLuxury CarBikeOther —Please choose an option—4WDSmallMediumLargeLuxury CarBikeOther Assets - Personal Personal Type * Home Contents Value * Bank/Institution/Insurer Superannuation Superannuation Assets - Other Other Type —Please choose an option—SavingsGiftSharesLife InsuranceOther Value Bank/Institution —Please choose an option—SavingsGiftSharesLife InsuranceOther —Please choose an option—SavingsGiftSharesLife InsuranceOther —Please choose an option—SavingsGiftSharesLife InsuranceOther Liabilities - Real Estate Property Use * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Address * Limit * Balance * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * Liabilities - Real Estate Property Use * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Address * Limit * Balance * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly Liabilities - Real Estate Property Use * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Address * Limit * Balance * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly Liabilities - Real Estate Property Use * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Address * Limit * Balance * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly Liabilities - Real Estate Property Use * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Address * Limit * Balance * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly Liabilities - Real Estate Property Use * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Address * Limit * Balance * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly Liabilities - Real Estate Property Use * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Address * Limit * Balance * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly Liabilities - Real Estate Property Use * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Address * Limit * Balance * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly Liabilities - Real Estate Property Use * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Address * Limit * Balance * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly Liabilities - Real Estate Property Use * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther Address * Limit * Balance * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—Owner OccupiedInvestmentHoliday HomeOther —Please choose an option—WeeklyFortnightlyMonthly Liabilities - Car Loans Limit * Amount Owing * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * Liabilities - Car Loans Limit * Amount Owing * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * —Please choose an option—WeeklyFortnightlyMonthly Liabilities - Car Loans Limit * Amount Owing * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—WeeklyFortnightlyMonthly Liabilities - Car Loans Limit * Amount Owing * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—WeeklyFortnightlyMonthly Liabilities - Credit/Store Cards Limit * Amount Owing * Lender * Liabilities - Credit/Store Cards Limit * Amount Owing * Lender * Liabilities - Credit/Store Cards Limit * Amount Owing * Lender * Liabilities - Credit/Store Cards Limit * Amount Owing * Lender * Liabilities - Credit/Store Cards Limit * Amount Owing * Lender * Liabilities - Credit/Store Cards Limit * Amount Owing * Lender * Liabilities - Personal Loans Limit * Amount Owing * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * Liabilities - Personal Loans Limit * * Amount Owing * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * —Please choose an option—WeeklyFortnightlyMonthly Liabilities - Personal Loans Limit * * Amount Owing * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—WeeklyFortnightlyMonthly Liabilities - Personal Loans Limit * Amount Owing * Repayment * Frequency * —Please choose an option—WeeklyFortnightlyMonthly Lender * —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—WeeklyFortnightlyMonthly Liabilities - Other Loans Limit Amount Owing Repayment Frequency —Please choose an option—WeeklyFortnightlyMonthly Lender —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—WeeklyFortnightlyMonthly —Please choose an option—WeeklyFortnightlyMonthly General & Entertainment Expenses Primary Residence - Includes home maintenance & repairs, electricity, gas, water, garden maintenance, council rates, housekeeper Frequency * —Please choose an option—WeeklyFortnightlyMonthlyN/A Amount * Mandatory explanation required if amount is nil * Internet & Media - Includes landline, internet, mobile phone, subscription services (e.g. Foxtel, Netflix, Stan, Spotify etc.) Frequency * —Please choose an option—WeeklyFortnightlyMonthlyN/A Amount * Mandatory explanation required if amount is nil * Food & Groceries - Includes grocery shopping covering cigarettes, alcohol, restaurants and cafes, takeaway, delivery Frequency * —Please choose an option—WeeklyFortnightlyMonthlyN/A Amount * Mandatory explanation required if amount is nil * Recreation & Holidays - Includes lifestyle and culture, newspapers, magazines, books, sports, hobbies, memberships (e.g. gym), gifts, holidays & airfares, donations Frequency * —Please choose an option—WeeklyFortnightlyMonthlyN/A Amount * Mandatory explanation required if amount is nil * Clothing & Personal Care - Includes clothes & shoes, hair & beauty Frequency * —Please choose an option—WeeklyFortnightlyMonthlyN/A Amount * Mandatory explanation required if amount is nil * Medical & Health - Includes doctor, pharmacy, dentist, optical, physio, remedial, chiro, alternative therapies Frequency * —Please choose an option—WeeklyFortnightlyMonthlyN/A Amount * Mandatory explanation required if amount is nil * Transport - Includes registration, fuel, maintenance, roadside assist, parking & tolls, public transport, taxi, rentals Frequency * —Please choose an option—WeeklyFortnightlyMonthlyN/A Amount * Mandatory explanation required if amount is nil * Public Education/Childcare & Dependants - Includes school fees (excl Private/Non-Government), uniform, books, excursions, childcare, babysitting, professional development, pets Frequency * —Please choose an option—WeeklyFortnightlyMonthlyN/A Amount * Mandatory explanation required if amount is nil * Insurance - Includes income protection insurance, home & contents insurance, vehicle insurance, travel insurance, private health insurance Frequency * —Please choose an option—WeeklyFortnightlyMonthlyN/A Amount * Mandatory explanation required if amount is nil * Other - Anything else not categorized above Frequency * —Please choose an option—WeeklyFortnightlyMonthlyN/A Amount * Mandatory explanation required if amount is nil * Additional Living Expenses Strata Fees/Body Corporate Fees - For owner occupied/primary residence only (exclude investment properties) Frequency * —Please choose an option—WeeklyFortnightlyMonthlyN/A Amount * Mandatory explanation required if amount is nil * Private/Non-Government School Fees - Includes tuition fees, school fees and sports fees for private schooling, including independent schools (e.g. Catholic) and private tuition Frequency * —Please choose an option—WeeklyFortnightlyMonthlyN/A Amount * Mandatory explanation required if amount is nil * Child Support/Maintenance Payments - Financial support paid by one parent to the other, to help with the costs of a child aged under 18 Frequency * —Please choose an option—WeeklyFortnightlyMonthlyN/A Amount * Mandatory explanation required if amount is nil * Life/Accident/Illness Insurance - Exclude all insurances already captured under general living expenses and those held in superannuation Frequency * —Please choose an option—WeeklyFortnightlyMonthlyN/A Amount * Mandatory explanation required if amount is nil * Investment Property Expenses Investment Property - Includes maintenance and repairs, land tax, body corporate, house insurance, landlord insurance, property management, council rates, utilities Frequency * —Please choose an option—WeeklyFortnightlyMonthlyN/A Amount * Mandatory explanation required if amount is nil * Rental Expenses Rental - Ongoing rent being paid Frequency * —Please choose an option—WeeklyFortnightlyMonthlyN/A Amount * Mandatory explanation required if amount is nil * Anything else you feel may be relevant Preferred Interest Rate Type Please Choose an Interest Rate Type * Variable Rate – it is important to have an interest rate that fluctuates over the term of the loan in line with market interest rate changes.Fixed Rate – it is important to have certainty about the interest rate and/or repayment for a fixed term.Fixed & Variable – it is important to have a combination of fixed and variable interest rates.No preferred interest rate type. Preferred Repayment Type Please Choose a Repayment Type * Principal & Interest – it is important to have repayments that include both the principal amount borrowed and the interest payable, so that the loan is repaid in full by the end of the loan’s term.Interest Only – it is important to make interest only repayments for a specified term.Interest Only in Advance – it is important to have the ability to make an advanced or lump sum interest only repayment.No preferred repayment type. Preferred Loan Features Pay off quickly / additional payments. It is important that the loan is paid off quickly and that additional payments are allowed without penalty. * YesNoOptional Split account. It is important to have more than one loan sub account/s, or a separate account for savings/investments, for tax, accounting or personal expenses. * YesNoOptional Re-draw. It is important to have access to additional repayment funds should it be required. * YesNoOptional 100% Offset. It is important to have a separate savings account linked to the loan that offsets the savings balance against the loan balance. * YesNoOptional Line of credit. It is important to have a revolving facility that allows you to draw to a limit via EFTPOS, ATM, Internet or Cheque. * YesNoOptional Top up. It is important to have access to additional funds for future use subject to sufficient equity. * YesNoOptional Product flexibility. It is important to have the ability to switch between a lender’s mortgage products. * YesNoOptional Product Portability. It is important to have the option to transfer the loan to an alternative property to save money and time. * YesNoOptional Any other feature sought / Additional information or comments Financial Security Have you had any difficulties in meeting your financial commitments in the past 2 years? * YesNo Please provide details* Have you received advice from an accountant, solicitor or financial planner regarding your requirements or financial objectives? * YesNo Please provide details* Protecting your Lifestyle/Assets Do you have any insurance to protect your lifestyle eg. life, total permanent disablement insurance, income protection etc? * YesNo How would your lifestyle needs be maintained if you and / or your partner were: (a) temporarily unable to earn an income, for example through sickness / illness? (b) permanently unable to earn income, for example through death / permanent disability? Would you like someone to contact you regarding life insurance? * YesNo Do you have any home and contents insurance? * YesNo Would you like someone to contact you regarding home and contents insurance? * YesNo Changes to your Current Circumstances Do you anticipate any material changes to your financial situation? For example, change in employment, income or expenditure? * YesNo Please provide details* Is this a permanent change? * YesNo Δ