Education Articles

How Equipment Finance Works for Small Business in 2026

Written by Colin Evans | Aug 9, 2026, 10:58:25 AM

Equipment finance allows Australian small businesses to purchase vehicles, machinery and other income-producing assets without paying the full purchase price upfront. The cost is spread across an agreed finance term, helping the business preserve working capital for wages, suppliers, fuel, maintenance and other operating expenses.

The Asset Finance Shop (TAFS) arranges equipment finance for Australian small businesses and sole traders through access to more than 80 bank and non-bank lenders. TAFS uses an internal credit team to assess each application, compare suitable options and prepare the deal before it is formally submitted to a lender.

Equipment finance can be used by established businesses, newer ABN holders and operators who qualify for low doc lending. The available structure, interest rate and documentation requirements will depend on the business, the asset and the lender’s current criteria.

This guide explains how equipment finance works, what can be financed, how repayments are structured and what Australian business owners should expect before applying.

What Is Equipment Finance?

Equipment finance is a type of commercial finance used to purchase assets that support the operation or growth of a business.

The equipment generally provides security for the loan. The business uses the asset to generate income while repaying the finance over an agreed term.

Equipment finance can be used for:

  • Trucks and commercial vehicles
  • Excavators and earthmoving machinery
  • Skid steers and posi-tracks
  • Trailers and attachments
  • Tractors and agricultural machinery
  • Manufacturing equipment
  • Trade equipment
  • Commercial kitchen equipment
  • Medical and professional equipment
  • Technology and business hardware
  • Other income-producing assets

Finance may be available for new and used equipment purchased through a dealer, private seller or auction, subject to lender requirements.

How Does Equipment Finance Work?

The equipment finance process generally involves an initial business assessment, lender comparison, formal application and settlement with the equipment seller.

1. Identify the Equipment Your Business Needs

The first step is deciding what the business needs to purchase and how the equipment will be used.

Consider:

  • The type of equipment
  • Purchase price
  • New or used condition
  • Dealer, auction or private sale
  • Expected working life
  • Income the asset may generate
  • Savings from reduced hire or subcontracting
  • Deposit or trade-in availability
  • How quickly the equipment is required

You can begin discussing equipment finance before selecting the exact asset. The lender will need the final equipment and seller details before settlement.

2. Complete an Initial Assessment

TAFS reviews the business and proposed purchase before submitting a formal application.

The assessment can include:

  • ABN and trading history
  • Industry experience
  • Recent bank statement activity
  • Credit history
  • Existing debts and repayments
  • Current business income
  • Asset type and value
  • Available deposit or trade-in
  • The intended use of the equipment

TAFS begins with a soft credit check that leaves no mark on the applicant’s credit file.

3. Compare Suitable Lenders

Each equipment lender has different policies.

One lender may suit an established business purchasing a new truck, while another may be more suitable for a sole trader purchasing a used excavator through a private seller.

Lenders can have different requirements for:

  • ABN age
  • Financial statements
  • Bank statements
  • Credit history
  • Equipment age
  • Purchase price
  • Private sales
  • Auctions
  • New and used assets
  • Deposits
  • Balloon payments

TAFS assesses the application against the criteria of more than 80 lenders before deciding where a formal submission should be made.

4. Choose the Finance Structure

Once suitable lender options have been identified, the finance can be structured around the business and asset.

The structure may include:

  • Finance amount
  • Deposit
  • Trade-in
  • Loan term
  • Repayment frequency
  • Balloon payment
  • Existing finance payout

The term and repayments should suit the business’s cash flow and the expected working life of the equipment.

5. Submit the Formal Application

The application is submitted to the selected lender after the business has reviewed the available option.

The lender may then request additional information, clarify bank statement activity or ask questions about the asset and its intended use.

Submitting a complete application to a suitable lender can reduce delays and avoid unnecessary credit enquiries.

6. Approval and Settlement

Once the application is approved, the lender prepares the finance documents.

Settlement takes place after the documents have been signed and the lender has completed its final checks. The approved funds are generally paid directly to the dealer, auction house or private seller.

The business can then take ownership and begin using the equipment.

What Is a Chattel Mortgage?

The main finance product TAFS arranges for business equipment purchases is a chattel mortgage.

Under a chattel mortgage:

  • The business owns the equipment from settlement
  • The lender registers a security interest over the asset
  • The finance is repaid over an agreed term
  • A deposit or trade-in may be included
  • A balloon payment may be available
  • The lender’s security is removed when the loan is repaid

A chattel mortgage can be used for trucks, machinery, commercial vehicles and other business equipment.

The business may be able to claim the GST on the purchase price, along with eligible interest and depreciation deductions. Speak with your accountant about the tax treatment that applies to your circumstances.

What Is Equipment Leasing?

Equipment leasing is a broader term used for arrangements where a business pays to use equipment that is owned by a finance or rental provider.

Under a lease or rental arrangement, ownership generally remains with the provider during the term. The contract may include return, renewal or purchase conditions at the end.

The ownership, repayment and tax treatment can differ from a chattel mortgage.

TAFS primarily arranges chattel mortgage finance, where the business owns the equipment from settlement. Businesses comparing equipment leasing with a chattel mortgage should consider ownership, total cost, end-of-term conditions and how long they plan to keep the asset.

How Are Equipment Finance Repayments Calculated?

Equipment finance repayments depend on the complete loan structure.

The main factors include:

  • Purchase price
  • Amount financed
  • Deposit
  • Trade-in value
  • Interest rate
  • Finance term
  • Repayment frequency
  • Balloon payment
  • Lender fees
  • Applicant profile

A larger deposit reduces the amount borrowed, which can lower regular repayments and total interest.

A longer term can also reduce repayments, although the business may pay more interest because the debt remains outstanding for longer.

What Is a Balloon Payment?

A balloon payment is a lump sum left until the end of the finance term.

Including a balloon reduces the amount of principal repaid through regular instalments. This can lower monthly repayments and preserve cash flow during the loan term.

The remaining balloon must be managed at the end through:

  • A cash payment
  • The sale or trade-in of the equipment
  • Refinancing, subject to approval

Before choosing a balloon, consider:

  • Expected asset value at the end of the term
  • How long the business plans to keep the equipment
  • Annual usage
  • Maintenance costs
  • Replacement plans
  • Expected trade-in value
  • Ability to pay the final amount

The balloon should reflect the likely future value and remaining working life of the asset.

How Long Are Equipment Finance Terms?

The available finance term depends on the equipment and lender.

Terms commonly range from two to seven years, although the final term will depend on:

  • Asset type
  • Asset age
  • Purchase price
  • Expected working life
  • Business cash flow
  • Lender requirements
  • Balloon payment
  • Applicant strength

A newer truck or long-life machine may qualify for a longer term than older equipment nearing the end of its commercial life.

The loan should not extend so far that the business is still making repayments after the equipment needs replacing.

What Does Equipment Finance Cost?

The cost of equipment finance includes more than the advertised interest rate.

When comparing options, review:

  • Amount financed
  • Interest rate
  • Regular repayment
  • Finance term
  • Balloon payment
  • Establishment fees
  • Documentation costs
  • Ongoing lender fees
  • Early payout conditions
  • Total estimated amount repayable

A lower repayment may result from a longer term or larger balloon. It does not automatically mean the finance is cheaper overall.

The best option should balance the regular repayment, total cost and the amount of working capital the business needs to retain.

What Equipment Can a Small Business Finance?

Equipment finance can support businesses across a broad range of Australian industries.

Transport and Logistics

  • Prime movers
  • Rigid trucks
  • Tippers
  • Trailers
  • Refrigerated trucks
  • Courier vans
  • Utes
  • Service vehicles

Earthmoving and Civil Construction

  • Excavators
  • Skid steers
  • Posi-tracks
  • Loaders
  • Rollers
  • Graders
  • Dozers
  • Attachments

Agriculture

  • Tractors
  • Harvesters
  • Headers
  • Seeders
  • Sprayers
  • Balers
  • Implements

Trades and Contracting

  • Work vehicles
  • Generators
  • Scissor lifts
  • Compressors
  • Trailers
  • Service bodies
  • Larger tool packages

Manufacturing and Engineering

  • CNC machines
  • Lathes
  • Presses
  • Fabrication equipment
  • Packaging machinery
  • Production equipment

Hospitality and Professional Services

  • Commercial kitchen equipment
  • Refrigeration
  • Coffee machines
  • Medical equipment
  • Dental equipment
  • Technology
  • Solar systems
  • Other business-critical assets

Can Used Equipment Be Financed?

Yes. Used business equipment can be financed through selected lenders.

The lender will consider:

  • Asset age
  • Condition
  • Purchase price
  • Market value
  • Expected working life
  • Manufacturer
  • Seller type
  • Intended use

Older or specialised equipment may require an inspection or valuation.

The available finance term may also be shorter for used equipment, particularly when the asset will be significantly older by the end of the loan.

Can Equipment Be Purchased From a Private Seller?

Yes. Selected lenders will finance equipment purchased through a private sale.

The lender may need to verify:

  • Seller identity
  • Ownership of the equipment
  • Serial or identification numbers
  • Purchase price
  • Market value
  • Existing finance or security interests
  • Asset condition

Private sales can require more checks than dealer purchases. TAFS coordinates the required information between the buyer, seller and lender.

Can Equipment Purchased at Auction Be Financed?

Yes. Auction purchases can be financed through selected lenders.

Pre-approval may be available before bidding, although final approval will depend on the equipment purchased and whether it meets the lender’s criteria.

Before bidding, include:

  • Buyer’s premium
  • GST
  • Transport costs
  • Inspection costs
  • Repairs or servicing
  • Insurance
  • Attachments

Auction houses can have short payment deadlines, so completing the initial finance assessment before bidding can help prevent delays.

Can Sole Traders Get Equipment Finance?

Yes. Sole traders can apply for business equipment financing.

The lender may assess:

  • ABN history
  • Industry experience
  • Recent bank statement income
  • Current contracts or work
  • Personal credit history
  • Existing financial commitments
  • Equipment type and value
  • Deposit or trade-in availability

Complete financial statements are not always required.

Low doc equipment finance may be available through selected lenders using recent bank statements and other supporting business information.

Can a New ABN Get Equipment Finance?

A newer ABN does not automatically prevent a business from obtaining equipment finance.

Selected lenders may consider:

  • Previous industry experience
  • Current or upcoming work
  • Contracts or work source agreements
  • Personal and business bank statements
  • Assets and liabilities
  • Credit history
  • Available business capital
  • Deposit or trade-in
  • The equipment being purchased

The business will need to show how the equipment will support income and how the repayments will be met.

Additional documentation may be required when there is limited trading history.

What Is Low Doc Equipment Finance?

Low doc equipment finance is assessed without always requiring complete financial statements or several years of tax returns.

The lender may instead use:

  • Recent business bank statements
  • ABN details
  • Credit history
  • Industry experience
  • Existing work
  • Asset information
  • A summary of assets and liabilities

Low doc does not mean no assessment. The lender must still be satisfied that the business can afford the repayments.

Full doc applications may provide access to additional lenders or more competitive pricing where the financial information is strong and current.

What Documents Are Needed for Equipment Finance?

For an initial assessment, you may need:

  • Driver’s licence
  • ABN and business details
  • Recent business bank statements
  • Details of existing debts
  • Information about current work
  • A summary of assets and liabilities

Later in the process, the lender may request:

  • Dealer invoice
  • Auction invoice
  • Private seller details
  • Equipment serial number
  • Registration details
  • Inspection report
  • Valuation
  • Evidence of insurance
  • Business Activity Statements
  • Tax returns or financial statements for some applications

The exact requirements will depend on the business, equipment and amount financed.

What Do Lenders Look at Before Approving Equipment Finance?

Lenders assess the business, the applicant and the asset.

Business History

A longer trading history can give the lender more information about income, expenses and account conduct.

Newer businesses may still qualify where the applicant has relevant experience and a reliable source of work.

Repayment Capacity

The lender needs to see that the business can manage the proposed repayment alongside existing commitments and normal operating costs.

Credit History

A clean credit file can support the application.

Previous credit issues do not always prevent approval, but they may affect the lender options, rate, deposit and term.

Bank Statement Conduct

The lender may review:

  • Regular income
  • Existing loan repayments
  • Overdrawn balances
  • Dishonoured payments
  • Tax payments
  • Cash flow consistency

The Equipment

The lender will consider the asset’s type, age, value, condition and resale market.

Equipment with a clear business purpose and established resale demand can provide stronger security.

Deposit or Trade-In

A deposit is not required for every application, but it can reduce the amount financed and strengthen the proposal.

A trade-in may also be used as the business’s contribution.

How Fast Can Equipment Finance Be Approved?

Straightforward equipment finance applications can be approved in as little as 24 hours once the required information has been supplied.

Approval can take longer when the application involves:

  • A new ABN
  • Limited financial information
  • Older equipment
  • A private seller
  • An auction purchase
  • Credit issues
  • ATO debt
  • A valuation or inspection
  • A larger finance amount

Settlement timing will also depend on the seller, asset documentation and completion of the lender’s finance documents.

Equipment Finance vs a Small Business Loan

Equipment finance and small business loans can both provide capital, but they serve different purposes.

Equipment finance is used to purchase a specific business asset. The asset generally provides security for the loan.

A small business loan can be used for broader purposes, including:

  • Working capital
  • Stock
  • Supplier payments
  • Marketing
  • Tax obligations
  • Business expansion
  • Multiple operating expenses

Equipment finance may provide a more suitable structure when the business is buying a specific vehicle or machine.

A broader business loan may be more appropriate where the funds will cover several expenses and are not tied to one asset.

How Equipment Finance Preserves Business Capital

Paying cash for a major asset can reduce the funds available for normal business operations.

Equipment finance allows the purchase cost to be spread over time while the business retains capital for:

  • Payroll
  • Fuel
  • Maintenance
  • Insurance
  • Suppliers
  • Tax obligations
  • Marketing
  • Repairs
  • Unexpected expenses

The equipment can begin supporting the business while the purchase is being repaid.

The repayment should still remain affordable during quieter periods and when the asset requires maintenance.

How the TAFS Equipment Finance Process Works

1. Initial Discussion

TAFS reviews the asset, business history, finance amount and intended use of the equipment.

2. Soft Credit Check

The initial credit check leaves no mark on the applicant’s credit file.

3. Internal Credit Review

The TAFS credit team assesses the application against the criteria of more than 80 lenders.

4. Compare Suitable Options

Available lender and finance structures are reviewed based on the business and equipment.

5. Submit One Formal Application

The application is submitted to the selected lender.

6. Approval and Settlement

TAFS coordinates the lender requirements, finance documents and payment to the equipment seller.

Questions to Ask Before Applying for Equipment Finance

Before proceeding, ask:

  1. What type of equipment finance is being recommended?
  2. Who owns the asset from settlement?
  3. What is the interest rate?
  4. What will the regular repayment be?
  5. How long is the finance term?
  6. Is a balloon payment included?
  7. What is the total estimated amount repayable?
  8. Is a deposit required?
  9. Can a trade-in be used?
  10. Can used or private-sale equipment be financed?
  11. What documents will the lender require?
  12. Will the initial credit check leave a mark?
  13. Can the loan be paid out early?
  14. What happens if the equipment is sold?
  15. Why is the recommended lender suitable for the business?

Frequently Asked Questions

How Does Equipment Finance Work for a Small Business?

Equipment finance allows a business to purchase an asset and repay the cost over an agreed term.

Under a chattel mortgage, the business owns the equipment from settlement while the lender holds security over it until the finance is repaid.

What Is the Best Equipment Finance for a Small Business?

The best option depends on the asset, business history, credit profile, cash flow and available documentation.

Compare the interest rate, repayment, term, balloon, total cost and lender requirements.

TAFS can compare suitable options through access to more than 80 lenders.

Is Equipment Finance the Same as a Small Business Loan?

No. Equipment finance is usually tied to a specific asset that provides security for the loan.

A small business loan can be used for broader expenses such as working capital, stock and supplier payments.

Can a Sole Trader Get Equipment Finance?

Yes. Sole traders can apply for equipment finance.

Low doc options may be available using recent bank statements, ABN details and supporting business information.

Can a New Business Get Equipment Finance?

Yes. Selected lenders will consider newer businesses.

Previous experience, available work, bank statements, credit history and the equipment itself can help support the application.

Is a Deposit Required?

A deposit is not required for every application.

The lender may request one depending on the business, asset, finance amount and overall application.

Can Used Equipment Be Financed?

Yes. Used equipment can be financed through selected lenders when purchased through a dealer, private seller or auction.

The lender will assess the asset’s age, condition, value and expected working life.

Can Equipment Finance Include a Balloon Payment?

Yes. A balloon can be included in some chattel mortgage structures.

It reduces regular repayments but leaves a larger final amount payable at the end of the term.

How Quickly Can TAFS Arrange Equipment Finance?

TAFS can arrange approvals in as little as 24 hours for straightforward applications with the required information available.

Settlement timing will depend on lender checks, asset details and completion of the finance documents.

Apply for Equipment Finance With TAFS

TAFS can assess your equipment purchase, complete a soft credit check and compare finance options through access to more than 80 lenders.

Contact The Asset Finance Shop or apply online at www.tafs.com.au.

The Asset Finance Shop (TAFS) is a commercial asset finance brokerage based in Sydney.
Information on this page is general in nature and doesn't take your personal circumstances into account. Speak to a TAFS broker for options tailored to your business, and to your accountant regarding tax treatment.