Shift logo

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