Guide
Care Provider Credit Pack Checklist (NDIS & Aged Care)
This checklist helps you submit a complete funding request and reduce delays in lender review.
1. Business and Service Profile
- Entity details and group structure
- Service lines and geographic footprint
- Registration and compliance context (where relevant)
- Management team capability summary
2. Financial and Cash Flow Pack
- Recent management accounts and 12-month trend view
- Bank statements and cash flow summary
- Debtor aging and claims collection pattern
- Payroll obligations and workforce cost profile
3. Facility Request and Repayment Logic
- Funding amount and preferred 6-18 month term
- Detailed use-of-funds by category
- Milestones and expected outcomes
- Repayment plan under base and downside scenarios
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