LOAN APPLICATIONS

FBL Consulting Services

Published on: 08 July, 2020 by Foster Lee


CHECK-LIST OF BASIC DOCUMENTS TO BE SUPPLIED TO A LENDING INSTITUTION WHEN SEEKING A PERSONAL AND/OR BUSINESS LOAN

Individual/employee:

* Copy of last three (3) years personal income tax returns (including PAYG Payment Summaries).

* Copy of last three (3) years Notices of Assessment.

* Copy of last three (3) current payslips.

* Official letter from current employer confirming his/her position in the organisation, length of employment to date and current gross annual wage.   

* Current schedule of personal realisable assets and liabilities.

* Evidence of having any income protection and/or trauma insurance.                                                             

  * Whatever else is specifically required by the lending institution.

Self-employed:

(In addition to the above)

* Copy of last three (3) years business financial statements viz Balance Sheet and Profit and Loss Statement).

* Copy of current ATO Income Tax Account and Integrated Client Account.

*Whatever else is specifically required by the lending institution.

 

[If you follow the above, it will speed up the application process for your loan.]

 

 

 



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About Foster Lee

Foster is a specialist in aspects of income tax, from the individual to companies and family discretionary and/or unit trusts, bringing together those over thirty (30) years of experience.

He prides himself on quality work at a very value-based fee, meeting the needs of all his clients on a timely, accurate and meaningful basis to protect them. His easy, approachable manner and personalised attention makes all the difference and Foster’s experience in the management of people and their skills is an advantage to you. He genuinely has your interest at heart to maximise your financial/business goals and objectives.

Specially tailored fees can be structured to suit your personal needs and circumstances.