Application Documents

To ensure you use the most recent version of the forms, please download prior to each application.
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SMSF

Download all the forms required to complete an application submission.

SMSF document checklist
Broker loan declaration form
(can be done via Loanapp)
Customer proposed superannuation declaration form (if required)
Manual application for interview purposes only
Fact Sheet - SMSF Residential and Commercial
SMSF servicing calculator
Servicing calculator
(if servicing external to SMSF is required)

SMSF Easy Refinance

Download all the forms required to complete an application submission.

SMSF Easy Refinance document checklist
Broker loan declaration form
(can be done via Loanapp/Simpology V2)
Fact Sheet - SMSF Residential and Commercial
SMSF Easy Refinance servicing calculator

Lender Paid LMI

Download all the forms required to complete an application submission.

Lender Paid LMI document checklist
Fact Sheet - Professional product
Fact Sheet - Essential Worker product
Standard servicing calculator
(choose "Standard" product)

Standard

Download all the forms required to complete an application submission.

Standard Easy Refinance document checklist
Standard Full Doc document checklist
Fact Sheet - Owner Occupier
Fact Sheet - Investment
(choose "Standard" product)
Fact Sheet - Construction
Servicing calculator
(choose "Standard" product)

Commercial Easy Refinance

Download all the forms required to complete an application submission.

Commercial Easy Refinance checklist
Fact Sheet - Commercial Easy Refi

General Documents & Forms

Download all the forms required to complete an application submission.

Loan summary submission template
Privacy Act form
Standard VOI form
SMSF VOI form
Brochure: remote legal advice guarantee certificate service
Fixed rate lock form
Over 55 Exit Strategy form