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
Previous Address

Street Address

Street Address Line 2

City State

Post Code
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
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
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

Offset

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 (please follow link below)
- Copies of rental statements (if applicable)
https://www.bankstatements.com.au/iframe/start/MSNR
IDENTIFICATION

ID Documents Upload

Cancel of
INCOME

Income Documents Upload

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LIABILITIES

Liabilities Documents Upload

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ASSETS

Assets Documents Upload

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PURCHASE

Purchase Documents Upload

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OTHER

Other Documents Upload

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