Referral summary
The firm's current home and investment loans, each counted once.
Last updated 09:34Refresh
Draft 2 questions still open · built Thu 15 Oct 09:34
3 loans counted, largest first.
A draft opens in Outlook addressed to the client, ready to check and send from your own account. Nothing is sent by the device.
Rate:6.74% from a document6.21%* calculated from interest and balance6.04% est. typical rate, none found
| Loan | Borrowers | Lender | Purpose | Balance | Rate | How | |
|---|---|---|---|---|---|---|---|
| F0003 | P0004 Priya Sharma, P0005 Dev Sharma | ANZ | owner-occupied | $865,300 2026-06-30 | 6.04% est. | detailsBalance as at: 2026-06-30 · Balance source: rolled forward · Rate source: typical rate · Fixed expiry: 2027-03-01 balance rolled forward from 2025-12-31 using the repayment; no rate on file, typical rate used | Draft |
| F0001 | P0001 Alex Taylor, P0002 Sam Taylor | Westpac | owner-occupied | $612,400 2026-09-30 | 6.74% | detailsBalance as at: 2026-09-30 · Balance source: stated · Rate source: stated rate 6.74% on the statement to 2026-09-30 | Draft |
| F0002 | P0001 Alex Taylor | CBA | investment | $455,000 2026-08-31 | 6.21%* | detailsBalance as at: 2026-08-31 · Balance source: stated · Rate source: calculated interest $2,320.18 over 30 days on $455,000 = 6.21% a year | Draft |