Form - Loan (Related Party) Form

How do we contact you?

The documents will be emailed to this address

Name(Required)

First Last

Phone(Required)

Email(Required)

Client Information

The invoice will be emailed to this address

Client Name

First Last

Client Phone

Client Email

Lender Details

Please provide each lender’s full name and if acting as trustee the full name and ABN of the trust

Lender Name (1)(Required)

Lender Name (2)

Lender Name (3)

Lender Name (4)

Lender ABN (1)

Lender ABN (2)

Lender ABN (3)

Lender ABN (4)

Would you like to add additional Lenders?

Yes

No

Add Additional Lender Information Here

Borrower Details

Please provide each borrower’s full name and if acting as trustee the full name and ABN of the trust

Borrower Name (1)(Required)

Borrower Name (2)

Borrower Name (3)

Borrower Name (4)

Borrower ABN (1)

Borrower ABN (2)

Borrower ABN (3)

Borrower ABN (4)

Would you like to add additional Borrowers?

Yes

No

Add Additional Borrower Information Here

Guarantor Details (if any)

Please provide each guarantor’s full name and if acting as trustee the full name and ABN of the trust

Guarantor Name (1)

Guarantor Name (2)

Guarantor Name (3)

Guarantor Name (4)

Guarantor ABN (1)

Guarantor ABN (2)

Guarantor ABN (3)

Guarantor ABN (4)

Would you like to add additional Guarantors?

Yes

No

Add Additional Guarantor Information Here

Mortgage Information

Borrower Mortgage (if any)

Certificate of Title Reference Street Address City State Postcode

Please provide the street address and certificate of title reference for the borrower’s land in South Australia which will be mortgaged to secure the loan

Guarantor Mortgage (if any)

Certificate of Title Reference Street Address City State Postcode

Please provide the street address and certificate of title reference for the guarantor’s land in South Australia which will be mortgaged to secure the loan

Financial Information

Loan Year(Required)

Please provide the financial year in which the loan was made

Loan Amount(Required)

Please provide the loan amount

Loan Date(Required)

Please provide the loan date. If the loan has not commenced yet please advise if the principal will be advanced on execution of the loan deed or will be advanced on demand of the borrower.

Interest Rate

Please provide the interest rate payable on the principal and whether interest is simple or compounding.

Interest Rate Calculation

Simple Interest

Compounding Interest

Repayment Frequency

Is the Loan Interest Only?

Yes

No

Loan Term

Please advise the term of the loan. For example, 10 years from the date of execution.

Form – Loan (Related Party) Form

Loan (Related Party)