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.
Pepper Money Quick Guide
A quick overview of Pepper Money SMSF loans and how it can help your clients.
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.
SMSF – Bare Trust setup
Understand the client engagement process, information required and fees associated for Zettle to assist in setting up the Bare Trust for your SMSF purchase.
Alt Doc Applications
For those who prefer the manual process, our paper forms are still available.
Manual: Declaration of Financial Position
Required for all self-employed clients applying for an ‘alt doc’ loan.
Manual: Pepper Accountant's Letter Template
Where self-employed income is verified by a clients’ Accountant.
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.
