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    Home Loan Key Facts Sheets

    Posted on: 20 Dec, 2011 |  Contact: Elpis Korosidis
     

    What are they?

    From 1 January 2012, the consumer credit legislation governing disclosure on new home loans comes into effect. Amendments to the National Consumer Credit Protection Act 2009 will require all lenders who offer standard home loans to provide Home Loan Key Facts Sheets to consumers on request.

     

    The legislation introduces a standardised layout that all lenders must adhere to when preparing a Key Facts Sheet and also stipulates the content that must be included.

     

    The intention of the legislation is to make it easier for consumers to compare and select a home loan by requiring all lenders to produce and present the Key Facts Sheet in the same form.

    What home loans require Key Facts Sheets?

    The new reforms are in relation to Standard Home Loans which are loans for the purchase of residential property or loans to refinance existing credit that has been provided wholly or predominantly to purchase residential property. 

     

    The legislation covers variable and fixed rate home loans. Interest only loans and split loans are not covered. Split loans enable consumers to split a loan between fixed and variable interest rates.

    What information must they contain?

    All Home Loan Key Facts Sheets must contain certain information, including:

    • the total amount to be paid back over the life of the loan (including the loan amount, interest and fees);
    • whether any establishment fee or ongoing fees are payable;
    • what the repayments would be for each month and each year; and
    • a personalised comparison rate (interest rate including fees).

     

    Key Facts Sheets must be A4 in size. The regulations also stipulate the colours to be used for all text, headings and backgrounds.

    When must one be provided?

    While the requirements relating to the form and content of a Key Facts Sheet are strictly regulated, lenders are only required to give a Key Facts Sheet to consumers on request.

     

    Importantly, if the lender has a website that enables a consumer to apply for or make an inquiry about a standard home loan online, the lender must also ensure that consumers can access a Key Facts Sheet from their website. 

     

    To view a sample Key Facts Sheet, please click one of the following links: 

    Variable Home Loan sample 

    Fixed Home Loan sample 

     

    Authored by: Sally Christou, Cornwall Stodart


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