LRBA Finalisation of Documentation

Name of Person Completing this Form*
First Last
Email Address*
A confirmatory email will be sent to this address on successful submission of this form.
Are you completing this form on behalf of the Adviser?*
- Yes
- No
Adviser Name*
The adviser will receive a copy on submission.
First Last
Adviser Email*
Are you an existing adviser with us?*
- Yes
- No
Adviser Company Name*
Adviser Phone*
Adviser Address*
Street Address City State / Province / Region ZIP / Postal Code Country
This application is only relevant if you are providing us with the details, including a copy of the contract of purchase, for an acquisition using an already established borrowing trust.
Fund Name*
Trustee of Borrowing Trust*
Name of Borrowing Trust*

Is the lender a related or an unrelated party (generally an institution)?*
- an Institution
- a Related Party
Have you decided on a particular lender?*
- Yes
- No
Full name of Lender*
ACN/ ABN of Lender*
Street address of lender*
Street Address City State / Province / Region ZIP / Postal Code Country
Is Lender Trustee of a Trust?*
- Yes
- No
Name of Trust*
Property Address & Property Description*
Please include the Street Address and RP details.
We require a copy of the signed Property Contract to be uploaded with this submitted application before we can complete the deed and associated documentation.
File
Max. file size: 512 MB.
Property Purchase Price*
Loan Amount*
Duration of loan*
Proposed interest rate*
eg. benchmark interest rate, safe harbour rate and percentage (See Below)
The Safe Harbour Provisions require that the loan be principle and interest for a maximum term of 15 years for real estate or 7 years for listed securities. The monthly interest may be fixed for five years (real estate) or 3 years (listed securities) or be variable annually. The maximum loan to valuation ratio is 70% for real estate and 50% for listed securities. The prescribed interest rates for the 23/24 year are 8.85% for real estate and 10.85% for listed securities.
Jurisdiction*
The State in which the asset is located.
Settlement Date*
We understand this may change but having an indication of the proposed date assists us.
Day
Month
Year
Conveyancer contact details*
If need be - can we contact the Conveyancer/ Lawyer directly on your behalf?*
- Yes
- No
Additional Information

LRBA Finalisation of Documentation

If you have any questions please do not hesitate to contact us on 1300 809 933.

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