SMSF Documents Library

 

Product Information

Product Guide

Compare and understand the different options available for our SMSF Loans.

SMSF Rates & Fees

View our interest rates and fees.

SMSF Guide

A handy overview of our commercial product options and niches.

   

Application Documents

SMSF Online Application Form

Use this when lodging applications with us online.

SMSF Manual Applications

For lodging manual applications with us, use this document. Please note SLA vary from digital lodgement.                                                                                                                  

SMSF - Member Non Concessional Contributions

Use this when looking to use additional contributions as part of servicing.

Auditor/Accountant Declaration

Use this form for redraw requests on SMSF loans.

Postcode tool 

Determine the maximum loan amount we’ll lend in your client’s postcode.

 

Guides and Calculators

Serviceability Calculator

Estimate what your client could afford to borrow in different scenarios.

SMSF FAQ 

Get answers to our most frequently asked questions. 

   

Information is correct as at 16 November 2023 and subject to change at any time.

Applications are subject to credit assessment, eligibility criteria and lending limits. Terms, conditions, fees and charges apply. Information provided is factual information only, and is not intended to imply any recommendation about any financial product(s) or constitute tax advice. If you require financial or tax advice you should consult a licensed financial or tax adviser.

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