Quick reference
Documentation requirements
Up to $500,000 on Cash Flow products and Asset Finance
| 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 on Cash Flow products and Asset Finance
| 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 | Yes | Yes |
Yes | Yes |
| Schedule of commitments | No | No |
Yes | Yes |
Level 21, 177 Pacific Hwy
North Sydney, NSW 2060
North Sydney, NSW 2060
Privacy Policy. Terms and conditions. Please consider the information before you decide whether the product is appropriate for your business. Standard credit assessment, fees, terms and conditions apply. The products and service offered are available in Australia from Shift Financial Pty Ltd. ABN 24 149 390 625, (“Shift”).