Application Documents Checklist

Here is a list of documents you will need to provide with your loan application.

ALL APPLICANTS are required to provide the following:

• Drivers Licence & Passport (100 Point ID Check)

• Transaction Account Statements (to show living expenses)

• Credit Card Statements (to confirm credit limit & show living expenses) 

If you are an EMPLOYEE, you will need to provide:

• Pay Slips (two most recent)

• Salary Account Statements (to show salary credits) 

• Income Statement from myGov website

If you are SELF EMPLOYED, you will need to provide:

• Personal & Business Tax Returns for the past 2 years

• Financial Statements for past 2 years

• ATO Notice of Assessment (most recent year)

If you are BUYING a property you will need to provide:

• Offer & Acceptance (signed by all parties)

• Settlement Agent contact details

• FHOG Application (first home buyers only)

• Proof of funds to complete the purchase (eg. Bank statement showing your deposit)

• Rental Income (if you plan to lease the property) 

If you are REFINANCING, you will need to provide:

• Home Loan Statements for past 6 months

• Personal Loan Statements for past 3 months

• Credit or Store Card Statements for past 3 months

• Rates Notice (to confirm property ownership) 

If you are BUILDING, you will need to provide:

• Signed Fixed Price Building Contract

• Builders Specifications

• Council Approved Building Plans

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