Application checklist

  • ID for each applicant – Driver Licence, Passport, Medicare
  • Income for PAYG – 2 most recent payslip and most recent PAYG Summary
  • Most recent rental statement for any current investment properties
  • Income for Self Employed:
    • 2 most recent personal Tax Returns and the Notice of Assessments
    • 2 most recent company Tax Returns and Financial Statements
  • 6 months savings account statement and 3 months transaction account where salaries are being paid into (if different to savings account)
  • If refinancing, 6 months home loan statements for each home loan
  • 3 months loan statements for all other loans, like credit cards, car loans, personal loans
  • If purchasing, copy of the full, signed contract (not just the front page)
  • Statement of your current assets & liabilities