Borrowing Capacity Form

  • Loan Background

  • e.g. Purchase, Refinance, Investment
  • if known
  • Personal & Employment Details

  • e.g. Mortgage, Renting, With Parents
  • if less than 3 years
  • e.g. Full-Time, Casual, Contract
  • for employment verification
  • taxable income if self-employed
  • Financial Position - Assets

  • Savings/Cash

  • Shares/Other Investments

  • Superannuation

  • Home Contents
    (Insured Value)

  • Motor Vehicle 1
    (make, model, year)

  • Motor Vehicle 2
    (make, model, year)

  • Other
    (include details)

  • Property

  • Financial Position - Liabilities

  • Mortgage

  • Car Loan 1

  • Car Loan 2

  • Personal Loan 1

  • Personal Loan 2

  • Credit Card 1

  • Credit Card 2

  • Credit Card 3
    (or Store Card)

  • Other Loans
    (provide details)

  • Financial Position - Expenses

  • Basic Living Expenses

  • Education Expenses

  • Childcare Fees

  • Child Maintenance

  • Insurance Premium(s)

  • Discretionary Expenses
    (mobile phone, internet etc.)

  • Other
    (provide details)