Please complete all sections of the Application Form.

Introducers Details (Broker Use Only)

Company

Contact

Email

Telephone

Mobile

Fax

Address

Suburb

State

Postcode

 
Finance Type  

Other (Please Specify)

 

Applicant Details

Company

ABN

Nature of Business
Type of entity:

Other (Please Specify)

Years in business:

Contact

Email

Telephone

Mobile

Fax

Address

Suburb

State

Postcode

 

Use for Funds

Type of equipment


Other

Equipment Supplier

Equipment Value (incl GST)

Less Deposit

Residual%

Term

Please send copy of invoice to
sales@assetfin.com.au

For motor vehicles

Make

Year Made

Notes

Please provide invoice for equipment to be financed
to sales@assetfin.com.au

 
References
Trade    
Name Contact Phone
Name Contact Phone
Credit/Finance Reference    
Name Contract No: Phone
Name Contract No: Phone
Credit History - clean Yes No
If no , please provide details in the space below and attach any relevant documentation
Other (Please Specify)

 

 

Personal Details

Position:

Property owner: Yes No

Name

Position

Date of Birth

Drivers License No:

Email

Telephone

Mobile

Address

Suburb

State

Postcode

Years at address:
If less than two years please provide previous address

Previous Address

Suburb

State

Postcode

Years at address:

 

Personal Details

Position:

Property owner: Yes No

Name

Position

Date of Birth

Drivers License No:

Email

Telephone

Mobile

Address

Suburb

State

Postcode

Years at address:
If less than two years please provide previous address

Previous Address

Suburb

State

Postcode

Years at address:

 

Contacts

Solicitor Accountant Bank
    Please provide debt slip or recent bank statement
Firm Firm Name
Contact Contact BSB
Phone Phone A/C Number
Email Email Phone
     
 

Statement of Assets and Liabilities

Note: Every section of this statement must be completed, if section not applicable write “nil”
Use seperate sheet for each company and individual.
     
Assets     Liabilities    
 
Value $
  Lender
Monthly
Payments
Total
Owing $
Property 1: (address)

  Existing Mortgage: (Lender)
Property 2:
  Existing Mortgage:
Property 3:
  Existing Mortgage:
Property 4:
  Existing Mortgage:
Car/s 1.
  Lease/Hire Purchase
Car/s 2.
  Lease/Hire Purchase
Furniture/Equipment etc.
  Lease/Hire Purchase
Caravan, Boat, Motorcycles etc.
  Personal Loans
Other (give details)
  Other (Give details)
Cash at Bank
1.

2.


  Credit Cards (Name of Lender/Limits)
1.

2.






Deposit Paid
  Taxation Liability $ Years
Superanuation

  Other Liabilities

Eg Bank Overdraft (Give Details)
Other

  Any contingent liability, partnership or company interests or other eg guarantees
(Supply details)
           
TOTAL ASSETS
  TOTAL LIABILITIES
      NET ASSETS
           
 
Schedule of Commitments
Client Name
Dates
Institution
Date Opened
Facility
Amount
Borrowed
Repayments
Term
RV/
Balloon
Current
Balance
Date
Closed
 
 

Equipment Finance Checklist

Signed Application/Privacy Form
Complete Schedule of Finance Commitments
Borrower/s Summary (a brief background on company and individuals)
Photocopy of Drivers Licence for all Directors/Guarantors
Photocopy of Rates Notices for all Directors/Guarantors and Company
Invoice/Quotation from Supplier showing full supplier details including website, address, telephone number and Contact person
Please include full description of the Plant and
Equipment, including Year of Mfg, Model, Hours worked
Please quote your ABN in all cases

 

Financial Information

Checklist – Borrower and/or Guarantor
where applicable

Financial Statements / Tax returns for the
Borrower/s for the last two years preceding the
application for Finance
Company Balance Sheet with details of Assets/
Liabilities
Company Profit and Loss Statement
Company Year-to-date Profit & Loss Statement
(Management Accounts)
Company Forecasted Budget
Company debtor and creditor ledgers
Other relevant information – eg. sales contracts

 

Privacy Declaration and Authorisation to Release Information

I/we (being the Lessee/s) hereby certify that the information that has been provided is wholly true and not misleading. Pursuant to the Privacy Act 1988 (Cth), I/we authorise and consent Assetfin Australia Pty Ltd ACN 133 732 706 ABN 75 133 732 706 (‘Assetfin’), Global Capital Corporation ABN: 14 097 482 114 and interested parties collecting from and providing to credit reporting agencies personal information (being consumer credit information and any other relevant information about me/us), and to seek and obtain consumer credit references/reports to allow Assetfin to assess my/our application, manage my/our account, recover any money that I/we owe, and/or finance another product (currently or in the future) to me/us. I/we also acknowledge that the credit/commercial credit applied for may be provided by another credit provider. I/we acknowledge and authorise that in such cases, Assetfin may disclose my/our personal information to such credit provider for the purposes of assessing my/our application, including information about my/our consumer or commercial credit worthiness or financial capacity. I/we acknowledge and authorise you to disclose my/our personal information to others who perform a function or service for, or related to the purposes you collect, use or disclose the information, including agents. These may include introducers, debt collection agents, valuers, solicitors or accountants, and funders. You may also seek information from government authorities or others to enable you to identify me/us and verify information I/we have provided. This may be to locate me or us or the assets. It may include searches of electoral rolls, land titles, business names or ASIC, bankruptcies and court judgments and telephone numbers. I/we acknowledge that if we fail to provide sufficient personal information, my/our application may not be able to proceed. I/we acknowledge that I/we may access my/our personal information by contacting Assetfin on 02 8080 7330. I/we further authorise our accountant or financial officer to provide Assetfin such information, if any, which Assetfin may require in relation to our financial position including copies of our financial statements for the purposes of assessing this application. I/we also authorise you to collect personal information about me/us from my/our introducer, legal advisers, and referees.
Acknowledgement and Consent of Guarantor(s): By ticking the box below I/we acknowledge and consent to the following: I/we have read the Authorisation set out above and understand that it applies equally to me/us as guarantor(s). I/we acknowledge that Assetfin, Global Capital Corporation and interested parties may see a credit report concerning me/us from a credit reporting agency and all other information as set out above for the purpose of assessing whether to accept me/us as a guarantor for the finance commitments of the above named Lessee(s). I/we agree that this agreement remains in force until the attached agreement, which I/we hereby guarantee, ceases.

 
This form does not constitute a contract.
Assetfin will contact you to discuss this facility and finalise the documentation.
   
     
Assetfin Pty Ltd © 2009 ACN 133 732 706 ABN 75 133 732 706
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