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Building Indemnity Document Upload Form
Email
This field is for validation purposes and should be left unchanged.
Fortix ID
Name
(Required)
First
Last
Company Name
Email
(Required)
Business Details
Are you a:
(Required)
Sole Trader / Partnership
Company / Trust
Other / Unsure
Sole Trader / Partnership Files to Upload
File Upload
Drop files here or
Select files
Max. file size: 32 MB.
Which files have you uploaded?
Application Form
Resume
Resume and qualifications for directors and nominated supervisors
Business Plan
Technical References
Sole Trader / Partnership - Profit & Loss Statements
All financials should be prepared under accrual-based accounting.
Profit and Loss statement including trading account for the last 2 financial years (a copy of the full tax returns as submitted to the Australian Tax Office will suffice).
Please ensure that the Tax File Numbers are removed.
Individual Tax Return/s
Employment Contract
Current Rates Notice / Land Title
Motor Vehicle Registration
Current Bank Statement
Current Share Portfolio Statement
Other Document/s
Company / Trust Files to Upload
File Upload
Drop files here or
Select files
Max. file size: 32 MB.
Which files have you uploaded?
Application Form
Individual Tax Return/s
Employment Contract
Resume
Resume and qualifications for directors and nominated supervisors
Business Plan
Technical References
Company / Trust - Financial Statements
All financials should be prepared under accrual-based accounting.
Full and final financial statements for the last 2 financial years, including:
Profit and Loss statement
Balance sheet
Notes to the accounts
Compilation report
These must be signed by each of the directors of the company as being true and correct.
If the financial statements are older than 9 months, please also provide interim financial statements no more than 3 months old. Internally prepared accounts are acceptable, provided they are signed by the directors or external accountant as being true and correct.
Please ensure that all Tax File Numbers are removed.
Aged Creditors & Debtors
Aged creditors and aged debtors listings as at the most recent financial statements provided, including commentary and payment plans for any accounts over 60 days.
Trust Deed
Copy of the Trust Deed for applicants operating as a trustee.
Group Structure
Copy of Group structure, related entity financial statements and an explanation and repayment plan for related entity loans
Current Rates Notice / Land Title
Motor Vehicle Registration
Current Bank Statement
Current Share Portfolio Statement
Files to Upload
File Upload
Drop files here or
Select files
Max. file size: 32 MB.
Which files have you uploaded?
Application Form
Individual Tax Return/s
Employment Contract
Resume
Resume and qualifications for directors and nominated supervisors
Business Plan
Technical References
Sole Trader / Partnership - Profit & Loss Statements
All financials should be prepared under accrual-based accounting.
Profit and Loss statement including trading account for the last 2 financial years (a copy of the full tax returns as submitted to the Australian Tax Office will suffice).
Please ensure that the Tax File Numbers are removed.
Company / Trust - Financial Statements
All financials should be prepared under accrual-based accounting.
Full and final financial statements for the last 2 financial years, including:
Profit and Loss statement
Balance sheet
Notes to the accounts
Compilation report
These must be signed by each of the directors of the company as being true and correct.
If the financial statements are older than 9 months, please also provide interim financial statements no more than 3 months old. Internally prepared accounts are acceptable, provided they are signed by the directors or external accountant as being true and correct.
Please ensure that all Tax File Numbers are removed.
Aged Creditors & Debtors
Aged creditors and aged debtors listings as at the most recent financial statements provided, including commentary and payment plans for any accounts over 60 days.
Trust Deed
Copy of the Trust Deed for applicants operating as a trustee.
Group Structure
Copy of Group structure, related entity financial statements and an explanation and repayment plan for related entity loans
Current Rates Notice / Land Title
Motor Vehicle Registration
Current Bank Statement
Current Share Portfolio Statement
Please provide any further comments here
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