Mason Roberts Private Clients Fact Find

Fact Find

Applicant One
Name*

PrefixGiven NamesMiddle NameSurname
Date of Birth

DayMonthYear
Date
Marital Status
Email
example@example.com
Mobile
Eq: 0410-111-222
Address

Street Address

Street Address Line 2

CityState

Post CodeCountry
Start date at Current Address

DayMonthYear
Date
Current Residential Address Status
Previous Address

Street Address

Street Address Line 2

CityState

Post Code
Dependents
Mothers Maiden Name
Current Employment Status
Full TimePart TimeCasual
Occupation
Employer/Business Name
Gross Salary/Wage/Income (Annual)
Start Date of Current Employment

DayMonthYear
Date

Applicant Two
Name

PrefixGiven NamesMiddle NameSurname
Date of Birth

DayMonthYear
Date
Marital Status
Email
example@example.com
Mobile
Address

Street Address

Street Address Line 2

CityState

Post Code
Start date at Current Address

DayMonthYear
Date
Current Residential Address Status
Previous Address

Street Address

Street Address Line 2

CityState

Post Code
Dependents
Mothers Maiden Name
Current Employment Status
Full TimePart TimeCasual
Occupation
Employer/Business Name
Gross Salary/Wage/Income (Annual)
Start Date of Current Employment

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

ID Documents Upload

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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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