Application form

Checklist
Loan application
About you
About you
Loan details
Assets and Liabilities
Income and Expenses
Shares / Managed Funds Transfer
Refinance Instruction
Direct Debit Authority
Authorised Person Details
Review and Submit

Checklist

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Loan application

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About you

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About you

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Loan details

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Assets and Liabilities

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Income and Expenses

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Shares / Managed Funds Transfer

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Refinance Instruction

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Direct Debit Authority

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Authorised Person Details

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Review and Submit

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Application details

Applicant type

Number of individual applicants

Number of directors

Do you currently use a broker?

Yes

Broker name

Other broker

Will you be using nabtrade to trade shares

Yes

Trading account number

About you

Application details: Individual (Applicant 1)

Title

Other title

First name

Middle name

Surname

Date of birth

Eg. 1st January 1980 would be 01/01/1980

Martial status

Dependants

Occupation

Employer name

Address details

Residential address

Is your home address different from your postal address?

Yes

Postal Address

Contact details

Best contact number

Work phone

Please include your area code (e.g. 02, 03, 07, 08) with no spaces

Home phone

Please include your area code (e.g. 02, 03, 07, 08) with no spaces

Mobile

Please enter your 10 digit mobile number with no spaces

International phone

Email address

Tax File Number (TFN) notification - Applicant 1

The collection and use of TFNs is strictly regulated by the tax laws and the Privacy Act. It is not an offence not to quote your TFN, however, if you do not provide it, tax may be deducted from your dividends and distributions at the highest marginal tax rate. If you require further information on the use and collection of TFNs, contact your tax adviser or the Australian Taxation Office. If you quote your TFN you authorise each of National Australia Bank Limited and National Margin Services Pty Ltd as your agent to provide your TFN details as provided to investment bodies in connection with the Facility. To avoid doubt this authority extends to the provision of your TFN to the relevant investment body for further investments in connection with the Facility. This authority is to apply until such time as it is revoked in writing to us.

Tax File Number

If you are a non-resident for Australian taxation purposes then interest, dividends and royalties paid to you from an Australian source may be subject to withholding tax

Tick the box if you are a non-resident for Australian taxation purposes

I am a non-resident for Australian taxation purposes

Are you a tax resident of a country other than Australia?

Yes

As you have indicated that the entity is a tax resident of a country other than Australia, please provide their tax identification number (TIN) or equivalent below. If a TIN is not provided, please select a reason code from the list of three options specified (A, B or C) for not providing a TIN and in the case of Reason B provide an explanation why the TIN could not be obtained. If the entity is a tax resident of more than one other country, please list all relevant countries below.

As part of the ‘know your customer’ requirements of the Anti-Money Laundering Act (AML), Foreign Account Tax Compliance Act (FATCA), and Common Reporting Standard (CRS) obligations, we need to collect and validate the information outlined below.

Please select country of residency

TIN

Please enter your Taxpayer Identification Number (TIN)

Reason Code

Reason Code B explanation

Please enter a valid TIN or Reason Code

Tin Reason Filled -- hidden

Are you a tax resident of more than one other country?

Yes

Please select country of residency

TIN

Please enter your Taxpayer Identification Number (TIN)

Reason Code

Reason Code B explanation

Please enter a valid TIN or Reason Code

Tin Reason Filled -- hidden

Are you a tax resident of more than one other country?

Yes

Please select country of residency

TIN

Please enter your Taxpayer Identification Number (TIN)

Reason Code

Reason Code B explanation

Please enter a valid TIN or Reason Code

Tin Reason Filled -- hidden

About you

Application details: Individual (Applicant 2)

Title

Other title

First name

Middle name

Surname

Date of birth

Eg. 1st January 1980 would be 01/01/1980

Martial status

Dependants

Occupation

Employer name

Address details

Residential address

Is your home address different from your postal address?

Yes

Postal Address

Contact details

Best contact number

Work phone

Please include your area code (e.g. 02, 03, 07, 08) with no spaces

Home phone

Please include your area code (e.g. 02, 03, 07, 08) with no spaces

Mobile

Please enter your 10 digit mobile number with no spaces

International phone

Email address

Tax File Number (TFN) notification - Applicant 2

Tax File Number

If you are a non-resident for Australian taxation purposes then interest, dividends and royalties paid to you from an Australian source may be subject to withholding tax

Tick the box if you are a non-resident for Australian taxation purposes

I am a non-resident for Australian taxation purposes

Are you a tax resident of a country other than Australia?

Yes

Please select country of residency

TIN

Please enter your Taxpayer Identification Number (TIN)

Reason Code

Reason Code B explanation

Please enter a valid TIN or Reason Code

Tin Reason Filled -- hidden

Are you a tax resident of more than one other country?

Yes

Please select country of residency

TIN

Please enter your Taxpayer Identification Number (TIN)

Reason Code

Reason Code B explanation

Please enter a valid TIN or Reason Code

Tin Reason Filled -- hidden

Are you a tax resident of more than one other country?

Yes

Please select country of residency

TIN

Please enter your Taxpayer Identification Number (TIN)

Reason Code

Reason Code B explanation

Please enter a valid TIN or Reason Code

Tin Reason Filled -- hidden

Loan details

How much would you like to borrow?

The minimum amount you can apply for is $50,000

This will be a variable rate loan. If you wish to set up a fixed rate loan please discuss this with your account manager upon loan approval

How would you like your dividends handled?

Will a guarantor be providing third party security?

Yes

NAB Equity Lending will contact you to collect additional information

Would you like to nominate an Authorised Representative on your facility?

Yes

Direct credit request

Please indicate which bank account you would like credited. The bank account must be held in the borrower’s name and a recent statement must be provided for a non-NAB account.

Account name

BSB

Please enter a valid BSB number

Account number

Name of financial institution

Address of financial institution

Interest payment instructions

How would you prefer to pay your monthly interest?

Capitalised to your margin loan

Debited from a nominated bank account

Assets

Based on the information you have provided, we’re unable to approve the loan amount you’ve requested. If you would like to continue with your application please consider a lower limit. Please note that the minimum amount you can apply for is $50,000

For more than one applicant, please consolidate your asset values for the questions below.

What you own

If not applicable, please put 0. At least one asset class must be entered.

Residential property (full value of asset)

Investment properties (full value of asset)

Motor vehicles

Existing share portfolio (not including superannuation)

Cash

Share of company/business (if any)

Other assets

If you have other assets, please describe

Total assets *

Liabilities

For more than one applicant, please consolidate your liability values for the questions below.

What you owe

If not applicable, please leave blank.

Residential property mortgage

Investment property mortgage

Car loans

Existing margin loans limit

Credit/store cards limit

Other loans

Other liabilities

Total liabilities

Have you taken, or will you be taking, out a loan to fund the equity contribution for this loan facility?

Yes

Amount borrowed

Was the loan, or will the loan be, secured against your primary residential property

Yes

Income and Expenses

Income details

If not applicable, please put 0

Applicant 1
(Monthly)

Applicant 2
(Monthly)

Salary (net) *

Rental income (net) *

Investment income (including dividends and interest) *

Other income *

Total income

Important note: you’ll need to provide two recent payment slips and/or a tax return later. If you receive rental income, you’ll also need to provide rental statements.

Income details

If not applicable, please put 0

Applicant 1
(Monthly)

Salary (net) *

Rental income (net) *

Investment income (including dividends and interest) *

Other income *

Total income *

Applicant 2
(Monthly)

Salary (net) *

Rental income (net) *

Investment income (including dividends and interest) *

Other income *

Total income

Expense details

If not applicable, please put 0

Applicant 1
(Monthly)

Mortgage payments (residential) *

Mortgage payments (investment property) *

Rental payments *

Loan/other payments *

Credit or store card payments *

Existing margin loan repayments *

Other living expenses *

Total expenses *

Applicant 2
(Monthly)

Mortgage payments (residential) *

Mortgage payments (investment property) *

Rental payments *

Loan/other payments *

Credit or store card payments *

Existing margin loan repayments *

Other living expenses *

Total expenses

Expense details

If not applicable, please put 0

Applicant 1
(Monthly)

Applicant 2
(Monthly)

Mortgage payments (residential) *

Mortgage payments (investment property) *

Rental payments *

Loan/other payments *

Credit or store card payments *

Existing margin loan repayments *

Other living expenses *

Utility bills *

Groceries *

Transport *

Medical*

Insurance *

Health & Fitness *

Entertainment *

Other *

Total expenses

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