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Quick reference

Documentation requirements

Up to $500,000
 
Business
Overdraft
Term
Loan
Asset
Finance
Equipment
Line

Completed application on Shift Connect

Yes
Yes
Yes
Yes

6 months of bank statements

Yes
Yes
Yes
Yes

ATO portal

No
No
No
No

Financial statements (inc. AP & AR)

No
No
No
No

Copy of trust deed

Yes
Yes
Yes
Yes
Over $500,000
 
Business
Overdraft
Term
Loan
Asset
Finance
Equipment
Line

Completed application on Shift Connect

Yes
Yes
Yes
Yes

6 months of bank statements

Yes
Yes
Yes
Yes

ATO portal

Yes
Yes
Yes
Yes

Financial statements (inc. AP & AR)

Yes
Yes
Yes
Yes

Copy of trust deed

No
No
Yes
Yes