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Assignment 2 Case study 2

Part A - The Client 

List of questions about the proposed transactions
a) How many years Ray and Steve have been in the transport industry for?
b) What is their professional qualification?
c) How do they complement each other in business?
d) What is their marital status?
e) What is the growth percentage percentage of the company in last two years?

(2) Proposal Document 

Ray Henley and Steve Manning (Borrower) and Henman Holdings Pty Ltd (Lender) 


Personal guarantees as security is provided by the borrower. 

Facility details

It is a transport company with a diverse client base spread over many sectors.

Lender details

Henman Holdings Pty Ltd is a holding company of Henman Transport Pty Ltd controlled and managed by Henman Discretionary Trust.

Confirmation of the client’s complex requirements

Client’s complex requirements has been confirmed by the Trust.

Personnel’s involved

Accountant (James doug) and Financial Advisor (Ellen Colly).

Client’s responsibilities

It is the responsibility of the client to pay all the finance costs on timely basis.

Outline showing process timing and arrangements

The loan amount ($500k) will be approved on 30 day payment basis for 5 years term with a principal reduction of $100k pa.

Documentation for commencing the borrowing

The Trade License of the company and Certificate of Commencement of Business is required to commence the borrowing process.

Details regarding signing of contracts

The client will sign the contract as Board of Directors of Henman Transport Pty Ltd on behalf of the company.

Summary of all fees and charges

Interest will be charged @ 10% on loan amount. Fees for the services of Accountant and Financial Advisor will also be paid. 


For commercial equipment financing, a holding company is created (Henman Holdings Pty Ltd) under the management of Henman Discretionary Trust.  

Part B The Lender

Borrower’s details

Ray Henley and Steve Manning


Ray and Steve are the co-owner’s of Henman Transport Pty Ltd.

Loan purpose

Financing commercial equipment for business expansion

Facility details

It is a transport company with a diverse client base to reduce significant market risk.

Funds position

Funds requirement of this project is $500k.

Servicing capacity

The company’s financial statements shows the sound financial condition. The net profit of the company is enough to meet the servicing costs.


Personal guarantees is provided as security.

Risk Assessment and Management

All the risks associated with the financing is properly assessed and managed.


It is recommended that the company should alter their payment mode. 

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