Page 3Australia and New Zealand Banking Group Limited (ANZ) ABN 11 005 357 522. Australian Credit Licence Number 234527. Item No. 86286 03.2023 WZ129509
SECTION 5. YOUR INCOME
Please insert the monthly amount for each expense.
Customer 1 Amount Customer 2 Amount
Income after tax including
salary/self-employed income,
Bonus, Overtime, Dividends/
Interest Income
$
Income after tax including
salary/self-employed income,
Bonus, Overtime, Dividends/
Interest Income
$
Centrelink income
$
Centrelink income
$
Other income
$
Other income
$
Residential or
Commercial Rental Income
$
Residential or Commercial
Rental Income
$
Monthly Total income
$
SECTION 6: YOUR EXPENSES
Please insert the monthly amount for each expense. Amount
Rent
$
Utilities
(Water, gas, electricity bills for your home)
$
Groceries
(Supermarket shop – including food, cleaning products and toiletries, fresh food from butchers, markets and greengrocers).
$
Public transport and vehicle expenses
(Public transport tickets, registration, vehicle insurance, servicing, petrol, parking fees, road tolls)
$
TV and communications
(Mobile phone, landline, internet, pay TV and streaming subscriptions)
$
Health
(Health insurance, fitness, dental, optical, pharmaceuticals, physiotherapy, chiropractic fees, doctor visits, ongoing hospital fees)
$
Personal insurance
(Life and income replacement insurance)
$
Lifestyle
(Entertainment, hobbies and recreation – e.g. eating out, takeaways, alcohol, tobacco, pets, movies, electronics, books, sport/camping
equipment, holidays and travel).
$
Household
(Rates, home and content insurance, repairs and maintenance, furniture and appliances, gardener, housekeeping, cleaning services)
$
Personal
(Clothing and shoes, haircuts, cosmetics, personal care for yourself and your dependents)
$
Property Investment
(Rates, water, building insurance, landlord insurance, state revenue/land tax, repairs and maintenance, appliances, gardener, housekeeping,
cleaning services, agent letting costs)
$
Professional cost and service
(Financial management/legal costs – e.g. accountant, financial planning and solicitors, union fees and professional association
membership/costs).
$
Private education
(Tuition fees, uniforms, books, excursions and camps for independent schools).
$
Childcare and public education
(Childcare and preschool costs; public primary, secondary and tertiary education costs e.g. tuition, fees, uniforms, books, excursions and
camps as well as tertiary education costs including textbooks).
$
Child spousal maintenance
(Regular child/spousal maintenance payments)
$
Other
(Any other regular expenses e.g. Superannuation voluntary contribution, voluntary HECS payments, gifts and donations, Land Tax, Body
Corporate fees)
$
Monthly Total living
expenses
$
SECTION 8: YOUR ASSETS
Assets Value
House property Address:
$
Other assets Details:
$
$
$
$
(Superannuation, car, rental property etc)
Total assets
$
SECTION 9. CUSTOMER DECLARATION
Please tick the following box to confirm that the information completed above is true and correct.