PolicyMatch Brief

Business or company liabilities: how they affect your personal borrowing capacity

The same business debt can affect your personal borrowing capacity differently under different lenders’ methods. Some policies require every business liability to be included or expensed against you personally; others can exclude certain company liabilities where the business is demonstrably profitable and self-supporting. A company debt is not automatically ignored, and it’s not automatically counted against you personally either.

The questions that actually decide it

  • Who legally owes the debt, you personally, or the company/trust?
  • Is the business genuinely servicing the commitment from its own income, independent of you?
  • Is company profit being relied on for the home loan application at all?
  • What is your ownership/shareholding in the entity?
  • Is the commitment being refinanced as part of this transaction?

Why entity structure matters

A sole trader’s business debts and personal debts are, legally, the same debts, there’s no separation to argue about. A company or trust structure introduces a genuine legal distinction, which is exactly why lender policy varies here: some methods look through the entity to the individual’s exposure; others accept the entity’s own servicing capacity as sufficient, provided the business is clearly profitable and self-supporting.

What to prepare

  • A list of all business liabilities, including the entity that legally owes each one
  • Evidence the business is servicing its own debts from its own income (bank statements showing the repayments)
  • Your ownership/shareholding structure
  • Company/trust financial statements, separate from your personal position

Next step: see the business-debt questions in the Scenario Lens‘s Self-employed tab, then talk with KartikKumar about how your specific entity structure and liabilities are likely to be treated.

General information only, correct at time of writing, and not personal financial advice. Speak with KartikKumar Patel about how this applies to your situation.

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