Mason Roberts Private Clients Fact Find

Fact Find

Applicant One
Name *

Prefix Given Names Middle Name Surname
Date of Birth

/ Day / Month Year
Date
Marital Status
Email
example@example.com
Mobile
Eq: 0410-111-222

Address

Street Address
Street Address Line 2
City	State
Post Code	Country

Start date at Current Address

/ Day / Month Year
Date
Current Residential Address Status
Type a question

Previous Address

Street Address
Street Address Line 2
City	State
Post Code	Country

Dependents
Mothers Maiden Name
Current Employment Status
Full Time Part Time Casual
Occupation
Employer/Business Name
Gross Salary/Wage/Income (Annual)
Start Date of Current Employment

- Day - Month Year
Date

Applicant Two
Name

Prefix Given Names Middle Name Surname
Date of Birth

/ Day / Month Year
Date
Marital Status
Email
example@example.com
Mobile

Address

Street Address
Street Address Line 2
City	State
Post Code	Country

Start date at Current Address

/ Day / Month Year
Date
Current Residential Address Status

Previous Address

Street Address
Street Address Line 2
City	State
Post Code	Country

Dependents
Mothers Maiden Name
Current Employment Status
Full Time Part Time Casual
Occupation
Employer/Business Name
Gross Salary/Wage/Income (Annual)
Start Date of Current Employment

- Day - Month Year
Date

Assets and Liabilities

Property Assets

	Address	Estimated Value	Rental Income (Weekly)	Ownership
Home
Investment 1
Investment 2
Investment 3
Investment 4
Investment 5

Property Liabilities

	Bank/Lender	Limit	Balance (gross of offset and Redraw)	Interest Rate	Monthly Repayment	To be Refinanced
Home
Investment 1
Investment 2
Investment 3
Investment 4
Investment 5

Motor Vehicle Assets

	Make	Model	Year	Estimated Value
Vehicle 1
Vehicle 2
Vehicle 3

Motor Vehicle Liabilities

	Bank/Lender	Limit	Balance	Interest Rate	Monthly Repayment
Vehicle 1
Vehicle 2
Vehicle 3

Personal Assets

	Bank/Institution	Amount/Value	Ownership
Savings
Savings
Offset
Shares
Shares
Superannuation
Superannuation
Home Contents

Personal Liabilities

	Bank/Lender	Limit	Balance	Interest Rate	Monthly Repayment
Credit Card 1
Credit Card 2
Credit Card 3
SMSF Loan
Hecs/Help Loan

Ongoing Living Expenses

Living Expense (Please input all categories)

	Monthly
Food and Groceries
Clothing and Personal Care
Insurance
Medical and Health
Transport
Communications and Media
Education and Childcare
Recreation and Entertainment
Utilities and Rates - O/O
Utilities and Rates - Investment
Rental Expense (if Applicable)
Other Living Expenses

Documents Required
The following is a list of documentation that we require to complete an application:

IDENTIFICATION
- A copy of your drivers licence for all borrowers and guarantors
- A copy of your passport for all borrowers and guarantors (if this is unavailable, we will require a full birth certificate and medicare card)
INCOME
- The last 3 current payslips (if not self employed)
- Last 2 years ATO Notice of Assessment
- Last 2 years Tax Returns
If you are self employed we can contact your Accountant directly to obtain the required financial information on your behalf.

LIABILITIES
- The last 6 months Credit Card statements
- The last 6 months for all Loan statements
ASSETS
- Copy of rates notices for all properties
PURCHASE
- Copy of contract of sale (Front page)
OTHER
- Last 6 months statements from your main transactional bank account
- Copies of rental statements (if applicable)
IDENTIFICATION

ID Documents Upload

Cancel of
INCOME

Income Documents Upload

Cancel of
LIABILITIES

Liabilities Documents Upload

Cancel of
ASSETS

Assets Documents Upload

Cancel of
PURCHASE

Purchase Documents Upload

Cancel of
OTHER

Other Documents Upload

Cancel of

Requirements and Objectives
Purchase

Expected Costs

	Amount
Expected Purchase Price
Expected Stamp Duty (If Known)
Expected Conveyancing Fees
Expected miscellaneous costs

Refinance

Refinance Figures

	Amount
Loan Amount to Refinance
Cash-out Amount
Expected Refinance Costs

Desired Total Loan Particulars
Borrower(s)
Guarantor(s) (if Applicable)
Loan Amount
Loan Type

Owner Occupied Investment Business
Desired Repayment Type

Principal and Interest Interest Only
Desired Loan Structure

Variable Fixed

Key Contacts
Accountant Details
Solicitor/ Conveyancer Details
Real Estate Agent