Contact us, forms and brochures

Contact us

Access your clients’ NAB Equity Lending Facilities online, 24 hours a day, 7 days a week.

Login

Alternatively you can contact us by:

• Phone
  1300 135 145 (from outside Australia: +612 8756 1360)
  Monday to Friday, 8.30am-5.30pm AEST.
• Fax
  1300 739 923 (from outside Australia: +613 8641 5538)
• Email
  equity.lending@nab.com.au
• Mail:
  NAB Equity Lending
  PO Box 5350
  Melbourne VIC 3001

Alternatively contact your Business Development Manager:

• QLD/NT
  

  Sean Kelly
  Mobile: 0410 348 716
  Email: sean.kelly@nab.com.au

  Hugh Holden
  Mobile: 0400 092 510
  Email: hugh.holden@nabcapital.com.au

• VIC/SA/TAS
  

  Carolyn Beadle
  Mobile: 0428 641 904
  Email: carolyn.s.beadle@nab.com.au

• NSW/ACT
  

  Craig Saunders
  Mobile: 0420 942 384
  Email: craig.saunders@nab.com.au

  Jehan Satchi
  Mobile: 0459 837 193
  Email: jehan.satchi@nab.com.au

• WA
  

  David Robertson
  Mobile: 0407 387 957
  Email: david.robertson@nab.com.au

Forms and brochures

Client application kit

• NAB Equity Lending Application (219kb)
  

  By downloading the application form above, you acknowledge and agree that your client has received the NAB Equity Lending Product Disclosure Statement below:

• NAB Equity Lending Product Disclosure Statement (946kb)
  Please ensure your clients read this and the important documents below before completing an application for a NAB Equity Lending Facility.

• NAB Equity Lending Facility Terms (171kb)
  Clients should read the Facility Terms before completing an Application Form.

• NAB Equity Lending Cash Management Account Product Disclosure Statement (264kb)
  Clients should read the Product Disclosure Statement if establishing a Cash Management Account as part of their Facility (for fixed rate loans only).

• NAB Equity Lending Interest Rates (36kb)
  Current NAB Equity Lending interest rates.

• NAB Equity Lending Approved Investment List
  A current list of Approved Investments. By downloading the current list of Approved Investments, you agree that the Financial Services Guide has been provided by the following link Financial Services Guide (1,937kb).

• NAB Equity Lending Brochure (620kb)
  General information about a NAB Equity Lending Facility.

Frequently used forms

• Security/managed fund transfer instruction (368kb)
• Request for advance (361kb)
• Request to increase Facility limit (407kb)
• Request to increase Facility limit – Guarantor consent (372kb)
• Managed Fund redemption instruction (356kb)
• Change of Name/Address advice (354kb)
• Financial adviser/broker authority (366kb)

Other forms

• Request for direct debit (363kb)
• Managed fund application/lodgement instruction (353kb)
• Request to establish instalment gearing (377kb)
• Request to change interest rate option (365kb)
• Refinance instruction (364kb)
• Client representative(s) authority (361kb)
• New guarantor application (139kb)
• Client Identification Form (350kb)
• Request to close margin loan facility (373kb)

Client brochures

• NAB Equity Lending Brochure
  General information about a NAB Equity Lending Facility

• How to Operate your Facility Brochure
  Information about how to operate or request changes to your Facility

• NAB Equity Lending Product Summary
  Brief information about key features and benefits of NAB Equity Lending

Adviser brochures

• NAB Equity Lending – Frequently asked questions
  Helpful information about managing your clients' NAB Equity Lending Facilities - for financial adviser use only

• NAB Equity Lending – Estimated processing times
  Helpful information and common instructions for managing your clients' facilities - for financial adviser use only

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