SMSF Documents Library
Product guide
Product Guide
Compare and understand the different options available for our SMSF Loans.
SMSF Guide
A handy overview of our commercial product options and niches.
Pepper Money Quick Guide
A quick overview of Pepper Money SMSF loans and how it can help your clients.
Exception form
Got a deal that’s a little left of centre? We’re all ears. Complete this form to see if we can help.
Rates
Commercial rates & fees
View our interest rates and fees.
Application Documents
Commercial Online Application Form
Use this when lodging applications with us online.
Postal/Manual Application Form
Use this when posting or printing applications.
Digital app lodgement guide
How to submit a digital SMSF application
SMSF - Member Non Concessional Contributions
Use this when looking to use additional contributions as part of servicing.
Auditor/Accountant Declaration
Use this form for redraw requests on SMSF loans.
Postcode tool
Determine the maximum loan amount we’ll lend in your client’s postcode.
SMSF – Bare Trust setup
Understand the client engagement process, information required and fees associated for Zettle to assist in setting up the Bare Trust for your SMSF purchase.
AML Accountant Letter
Where a Beneficial Owner isn’t listed as an applicant or guarantor, we’ll need this form completed.
Guides and Calculators
Serviceability Calculator
Estimate what your client could afford to borrow in different scenarios.
SMSF FAQ
Get answers to our most frequently asked questions.
