Document Checklist
Expedite your loan application process by preparing the necessary documents ahead of the meeting. We will send you a link to upload your documents via a secure portal after our initial consultation.
[ as applicable ]
Personal Identification
Driver’s license
Passport
[ Birth certificate ]
[ Medicare ]
Employee Income Verification
Recent two payslips
[ Employment contract ]
Business Owner Income Verification
Recent two years individual tax returns
Recent two years tax notice of assessment (NOA)
Accountant’s Letter
Income Self Declaration
Company and Trust Income Verification
Recent two years company tax returns
Recent two years of Business Activity Statements (BAS)
Accountant’s Letter
Details of any third-party liabilities like leases, overdrafts or company loans
[ statement from investments, or government support payments ]
Retirees Income Verification
[ Latest superannuation statement ]
[ Latest superannuation payment]
[ Latest investment statement ]
Financial Statements
Recent three months bank statements
[ Recent three months credit card statements ]
[ Recent three months car loan statements ]
[ Recent mortgage statement ]
[ Statements of other loans ]
Property Information
Contract of Sale for property being purchased
Valuation report
Rates notices
[ Discharge Form ]
[ Rental income statement ]
Construction Loan Application
Building contracts that outline the drawdown schedule and the length of construction
The final price determined by the builder
Council approved building plans
Builder’s insurance documentation
Property specifications such as materials (floorboards or tiles), brands of appliances, number of bedrooms and bathrooms, additional features (pools, split-system air conditioning)
Additional Documents
[ Building insurance policies ]
[ Business/company insurance policies ]