NZ Business Finance

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What supporting documents are required?

What documents are needed to support your application will depend on what type of loan you are applying for. As well as the completed application, be prepared to provide the following with your application:

  • management accounts - this is your profit and loss statement and balance sheet as of today; this will require your book keeping to be up to date

  • financials to the end of the previous tax year may be required

  • serial numbers, licence plates, or other unique identifiers for assets that a loan is going to be secured by

  • for loans being secured by property, six months of mortgage statements and a rates notice showing rates payments are up to date. If the property is owned by a trust, you will need to provide a copy of the trust deed

  • a copy of your photo ID, and that of any other director and shareholder with 25% or more shareholding.