Section One - Business Details
Trading Name ABN
Company Name ABN
Trust Name ABN
Full Names of all Partners/Directors
1
2
3
Main Business/Trading Activity
Date Commenced Business
Phone
Fax
Email
Mobile
Contact Name
Position
Trading Address
Postal Address
Occupied Since (date)

Section Two - Bona Fides & References
Bank
Branch/Address
Type of Account
Insurer/Agent
Account Name & Address
Trade References
1 - Name & Address
2 - Name & Address
3 - Name & Address
Current Finance References
Financier
Type of Loan
Date Commenced
Term Repayments
Residual Payment

Section Three - Financial Position
Assets Present Value
Plant & Equipment
Real Estate
Other Assets
Liabilities Owing
Plant & Equipment
Real Estate
Other Assets

Section Four - Loan Details
Goods Purchase(eg: car, plant equipment)
Loan Amount (AUD$)
Notes
Property Purchase(eg: Home, investment property, commercial/industrial)
Loan Amount (AUD$)
Notes
Business(eg: Business Loan)
Loan Amount (AUD$)
Notes
Loan Refinance(eg: Existing Depts)
Loan Amount (AUD$)
Notes
Other (Please Specify)
Loan Amount (AUD$)
Notes
 
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