Accountant Letter

Mortgage / Loan Letter Request

Secure & Confidential

Accountant's Letter — Mortgage / Loan

Complete the details below so we can prepare an accountant's letter for your lender. Only the required fields are collected.

Your Details

Full name *

Date of birth *

Contact email *

Contact phone *

TFN *

Your Tax File Number

Employment

Occupation *

Loan & Purpose

Loan amount *

Amount being applied for

Lender / broker name *

Purpose of letter *

Compliance Screening

We screen all clients against PEP and sanctions classifications. Providing false or misleading information is a criminal offence under the AML/CTF Act 2006.

Are you a current or former Politically Exposed Person (PEP)? *

Is an immediate family member or close associate of yours a PEP? *

Have you been subject to an investigation by the ATO or another authority relating to tax, fraud, or financial crime? *

Do you trade, or intend to trade, with high-risk countries such as Iran, Myanmar, or North Korea? *

Declaration

I confirm the income and employment details above are true and correct, and I authorise ANB Accounting Pty Ltd to prepare an accountant's letter for the lender named above based on this information.