Application Documents

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

Check out the product lists below for the forms that may be required for each type of application.

SMSF

Download all the forms required to complete an application submission.

Loan summary submission template

SMSF document checklist

Privacy Act form
(can be done via LoanApp)

Broker loan declaration form
(can be done via LoanApp)

Manual application for interview purposes only

Fact Sheet - SMSF Residential and Commercial

SMSF servicing calculator

VOI form (can be done via
LoanApp - Biometric Verification)

Fixed rate lock form

Servicing calculator
(if servicing external to SMSF is required)

Brochure: remote legal advice guarantee
certificate service available for refinances

SMSF Easy Refinance

Download all the forms required to complete an application submission.

Loan summary submission template

SMSF Easy Refinance document checklist

Privacy Act form
(can be done via LoanApp)

Broker loan declaration form
(can be done via LoanApp)

Fact Sheet - SMSF Residential and Commercial

SMSF Easy Refinance servicing calculator

VOI form (can be done via
LoanApp - Biometric Verification)

Fixed rate lock form

Brochure: remote legal advice guarantee
certificate service available for refinances

Lender Paid LMI

Download all the forms required to complete an application submission.

Loan summary submission template

Lender Paid LMI document checklist

Privacy Act form
(can be done via LoanApp)

Fact Sheet - Professional product

Fact Sheet - Essential Worker product

VOI form (can be done via
LoanApp - Biometric Verification)

Standard servicing calculator
(choose "Standard" product)

Standard

Download all the forms required to complete an application submission.

Loan summary submission template

Standard Easy Refinance document checklist

Standard Full Doc document checklist

Privacy Act form

Fact Sheet - Owner Occupier

Fact Sheet - Investment

Fact Sheet - Construction

VOI form (can be done via
LoanApp - Biometric Verification)

Fixed rate lock form

Servicing calculator
(choose "Standard" product)

NDIS

Download all the forms required to complete an application submission.

Loan summary submission template

NDIS document checklist

Privacy Act form

Fact Sheet - NDIS (not SMSF)

VOI form (can be done via
LoanApp - Biometric Verification)

Fixed rate lock form

Servicing calculator
(Select "SDA" under rental income and "Standard" under product)