It is important that we are able to verify the information you have provided in the Fact Find.

We ask that you send the following documents to us, so that we can give you quick and accurate advice, .

What we need to assess your application
IDENTIFICATION (including Guarantors if applicable)
  • Drivers License or Passport
  • Medicare Card
PAYG INCOME (any two of)
  • Your last 2 consecutive payslips
  • Your most recent Payment Summary (Group Certificate) and Tax Assessment Notice
  • Letter from employer (dated in the last month, on letterhead, with full contact details)
  • If you have changed employment in the last year or you have other forms of income, a copy of your last 2 years Income Tax Returns and Tax Assessment Notices
SELF EMPLOYED INCOME (FULL DOC)
  • Copy of last 2 years Income Tax Returns (BOTH personal and company returns & Tax Assessment Notices)
  • Copy of last 2 years Balance Sheets and Profit & Loss Statements
SELF EMPLOYED INCOME (LO DOC)
  • Copy of last 6 months Trading Statements
REFINANCING
  • Copy of last 6 months Statements of ALL Loans/Credit Cards being Refinanced
  • Copy of Council Rates Notice showing title particulars

Statements: Last transaction must be no more than 30 days old. Can be Internet Banking Transactions as long as we have a copy of an original statement showing Name, Address and Account Numbers.

RENTAL INCOME
  • Copy of Lease Agreement or Managing Agents Statement
  • Letter from Real Estate Agent detailing the potential market rental
PROPERTY PURCHASE
  • Front Page of Contract of Sale (signed by vendor & purchaser)
  • Copy of receipt of deposit already paid
  • A copy of your last 6 months bank statements verifying you cash holdings
IF YOU”RE BUILDING
  • Copy of Council Approved Plans
  • Copy of Fixed Price Building Contract (detailing amount & timing of progress payments)
  • Copy of Building Specifications/Schedule of Finishes
PRINT & SEND WITH ABOVE REQUIREMENTS
  • Credit Guide & Privacy Disclosure Consent (Signed) COMING SOON

How can I send my documents?

For your convenience, we have given you any of the below options:

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