Document Checklist

Here’s what we need to finalise your application:

• Completed client needs analysis form.
• ID eg: copy of your passport and driver’s licence.
• Full copy of the offer and acceptance signed by all parties (if applicable).
• Last 2 payslips.
• For self employed clients, full copy of the most recent company financials and last 2 years company tax returns plus full copy of last 2 years personal tax returns and the tax assessment notices.
• If you own a rental property, then we need a copy of the latest rental statement or a full copy of the lease.
• If you are refinancing, we need the last 6 months statements on your home loan.  If the latest statement is > one month old, we also need a printout showing transactions since the statement.
• Last 3 months statements on any credit cards, car loans, HECS debt or store accounts you may have.
• Last 3 months statements on your savings accounts.  If the latest statement is > one month old, then we also need a printout showing transactions since the statement.
• If you are over 40 years old, we need a copy of the latest statement on your super fund.
• Different banks have different requirements so we may need additional information depending on your circumstances.