Statement Of Position

Client 1 Name(s) *

Allfin Contact *

Client 1 Email Address *

Client 1 Phone No.

Add another client? *

YesNo

Client 2 Name(s)

Client 2 Email Address

Client 2 Phone No.

Current Address

Street address

City

State

Postcode

Date moved to the current address

Have you lived at the current address for less than 3 years? *

YesNo

Previous Address

Street address

City

State

Postcode

Commencement Date

End Date

Marital Status

Do you have any dependants?

YesNo

Dependant Full Name

Date of Birth

Employment History

Client 1

Employer Name

Job Title

Date Commenced

Have you been with your current employer for less than 2 years?

YesNo

Employer Name

Job Title

Date Commenced

End Date

Client 2

Employer Name

Job Title

Date Commenced

Have you been with your current employer for less than 2 years?

YesNo

Employer Name

Job Title

Date Commenced

End Date

Assets

Property

Address

Value

Primary Purpose

Rental Income

YesNo

Rental Amount $

Frequency

Does this property have a loan?

YesNo

Lender

Limit

Total $ Owing

Min repayments p/mth

Another property to add?

YesNo

Property 2

Address

Value

Primary Purpose

Rental Income

YesNo

Rental Amount $

Frequency

Does this property have a loan?

YesNo

Lender

Limit

Total $ Owing

Min. repayments p/mth

Another property to add?

YesNo

Property 3

Address

Value

Primary Purpose

Rental Income

YesNo

Rental Amount

Frequency

Does this property have a loan?

YesNo

Lender

Limit

Total $ Owing

MIn. repayments p/mth

Another property to add?

YesNo

Property 4

Address

Value

Primary Purpose

Rental Income

YesNo

Rental Amount

Frequency

Does this property have a loan?

YesNo

Lender

Limit

Total $ Owing

Min. repayments p/mth

Another property to add?

YesNo

Property 5

Address

Value

Primary Purpose

Rental Income

YesNo

Rental Amount

Frequency

Does this property have a loan?

YesNo

Lender

Limit

Total $ Owing

Min. repayments p/mth

Vehicle/s

Make / Model

Year

Value

Does this vehicle have a loan?

YesNo

Lender

Limit

Total $ Owing

Min. $ Repayment p/mth

Add another vehicle?

YesNo

Vehicle 2

Make / Model

Year

Value

Does this vehicle have a loan?

YesNo

Lender

Limit

Total $ Owing

Min. $ repayment p/mth

Another vehicle to add?

YesNo

Vehicle 3

Make / Model

Year

Value

Does this vehicle have a loan?

YesNo

Lender

Limit

Total $ Owing

Min. $ repayment p/mth

Add another vehicle?

YesNo

Cash at Bank

Bank Name

Value

Shares/Investments

Company

No. of Units

Value

Superannuation Client 1

Superannuation Client 2

Value of Home Contents

Other Assets

Details

Value

Are you a guarantor for any other loans? *

YesNo

Please provide details of the loan/s that either applicant is a guarantor for

Liabilities

Credit Cards

Card Type

Lender

Limit

Total $ Owing

Min $ Repayment p/mth

Other Loan/s

Add a Loan? *

YesNo

Please select Loan type

Lender

Limit

Total $ Owing

Min $ Repayment p/mth

Add another loan?

YesNo

Please select loan type

Lender

Limit

Total $ Owing

Min $ Repayment p/mth

Add another loan?

YesNo

Please select loan type

Lender

Limit

Total $ Owing

Min $ Repayment p/mth

Rent / Board

Tax Liabilities (Total)

Total Assets

Total Liabilities

Net Assets

Living Expenses

Primary Residence Includes home maintenance and repairs, electricity, gas, water, garden maintenance, council rates, housekeeper.

Monthly Amount

Comments (If Applies)

Phone, Internet & Media Includes landline, internet, mobile phone, subscription services (e.g. Foxtel, Netflix, Stan, Spotify, etc).

Monthly Amount

Comments (If Applies)

Food & Groceries Includes grocery shopping covering cigarettes, alcohol, restaurants, cafes, takeaway and delivery.

Monthly Amount

Comments (If Applies)

Recreation & Holidays Includes lifestyle and culture, newspapers,magazines, books, sports, hobbies, memberships (e.g.gym), gifts, holidays & airfares, donations.

Monthly Amount

Comments (If Applies)

Clothing & Personal Care Includes clothes & shoes, hair & beauty.

Monthly Amount

Comments (If Applies)

Medical & Health Includes doctor, pharmacy, dentist, optical, physio, remedial, chiro, alternative therapies.

Monthly Amount

Comments (If Applies)

Transport Fuel, registration, licence, maintenance, roadside assist, parking & tolls, taxi, rental and public transport.

Monthly Amount

Comments (If Applies)

Public Education Includes school fees (excl Private/Non-Government), uniform, books, excursions.

Monthly Amount

Comments (If Applies)

Private / Non-Government School Fees Includes tuition fees, school fees and sports fees for private schooling, including independent schools (e.g. Catholic) and private tuition.

Monthly Amount

Comments (If Applies)

Childcare Includes childcare, babysitting.

Monthly Amount

Comments (If Applies)

Pets Vet, medication, grooming, food, general pet services etc.

Monthly Amount

Comments (If Applies)

Investment Property(ies) Maintenances and repairs, land tax, body corporate, house insurance, landlord insurance, property management, council rates, utilities.

Monthly Amount

Comments (If Applies)

General Insurance Includes income protection insurance, home & contents insurance, vehicle insurance, travel insurance.

Monthly Amount

Comments (If Applies)

Child Support / Maintenance Payments Financial support paid by one parent to the other, to help with the costs of a child aged under 18.

Monthly Amount

Comments (If Applies)

Life / Accident / Illness / Health Insurance Exclude all insurances already captured under general insurance and those held in superannuation.

Monthly Amount

Comments (If Applies)

Other Expenses

Monthly Amount

Comments (If Applies)

Total Living Expenses

Do you own, part own, or have shares in a business?

Please choose one: *

YesNo

Business Statement of Position

Client Name

Business Name

Business Address

Street address

City

State

Postcode

Total Business Value $

Your % Share

Your $ total of that %

Does this business have a loan?

YesNo

Lender

Limit

Total $ Owing

Add another business?

YesNo

Business Name

Business Address

Total Business Value

Your % share

Your $ total that % share

Does this business have a loan?

YesNo

Lender

Limit

Total $ Owing

Add another business?

YesNo

Business Name

Business Address

Total $ Business Value

Your % share

Your $ total of that % share

Does this business have a loan?

YesNo

Lender

Limit

Total $ Owing

Add another business?

YesNo

Business Name

Business Address

Total Business $ Value

Your % share

Your $ total of that % share

Does this business have a loan?

YesNo

Lender

Limit

Total $ Owing

Add another business?

YesNo

Business Name

Business Address

Total Business $ Value

Your % Share

Your $ total of that % share

Does this business have a loan?

YesNo

Lender

Limit

Total $ Owing

Total Business Assets

Total Business Liabilities

Net Business Liabilities

I declare that the details contained within this Statement of Position are true and correct.

*

I declare that the details contained within this Statement of Position are true and correct.

*

Client 1 Signature

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Client 2 Signature

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Date

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