Business Loan Document Checklist

Information on what you need to apply for a Suncorp Bank business loan.

Criteria

Before you apply, you need to be:

18 years or older
An Australian resident
Able to provide the information detailed in the checklist below

Checklist

Application Form

Completed and signed

Financial Statements for the business for 2 years, including the Balance Sheet and Profit & Loss Statements. You need to show us Interim Financial Statements if Accountant prepared Financial Statements are over 12 months old. We might also need BAS statements, cashflow projections, and a business plan prepared by a qualified professional, such as a Chartered or Public Accountant
Full personal tax returns for each Business Principal for the last financial year. We also need Payslips if employment income will be used to service the finance

Copy of business related account statements for the last 12 months (if not with Suncorp Bank)

Copy of most recent Council rates notice for existing property being offered as security
Copy of executed purchase contract if the property being offered as security is being purchased

Copy of fully executed and dated Contract of Sale or invoice as applicable

A copy of the Loan Account Statements for the last 12 months from your current Financial Institution. This includes any Credit Card statements and Lease Repayment Schedules, if a credit card or lease is being refinanced

Every account owner or borrower, and any persons authorised to operate on the account must provide evidence of their identity. View the Acceptable Identification Documents PDF (85 Kb).

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