Supporting Docs

 

To ensure your financing requirements proceed without delay, the lenders require certain documentation to support your loan application. The information required depends on whether you are self-employed or PAYG. We have set out a general list of documents below but the requirements can change between lenders based on individual circumstances.

Having the following documents available for our meeting will ensure a fast and efficient process.
 

Document

Description

Identification

Drivers Licence and Pass Port

Income: PAYG

2 most recent payslips + recent group certificate

Income: self-Employed

2 years most recent tax returns and ATO tax assessment notices Personal and Company
2 most recent BAS statements

Other Debt:

3 months recent statements for all credit cards, over-drafts, car loans, leases, personal loans etc

If Purchasing:

6 months recent savings statements showing deposit

If Refinancing:

6 months recent home loan statements

If Investment Property:

Recent rental statement or property appraisal

If Constructing:

Copy of council certified plans