Supporting Documents

Refinance / Purchase / Commercial

Mortgage Refinance:
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Personal ID:

The following must be photo copied and posted to us or scanned and emailed. Lenders no longer accept faxed copies of ID.

Copy of Passport
Copy of Driver's License, or
Medicare Card and Bank Card

Income Documents:

If you are PAYG

Two recent pay slips OR employment letter
Last Group Certificate OR ATO notice of assessment/Payment Summary

If you are Self-employed

Past two years individual tax returns (self-employed)
Past two years company tax returns + Balance sheets + Profit & Loss statements (shareholders, directors)
Rental statement (if you own investment property)

Property documents:

Council Rate or
Copy of Title's Certificate

Loan documents:

6 months loan statements to show repayment history

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___________________________________________________________

Buy a Residential Property
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Personal ID:

The following must be photo copied and posted to us or scanned and emailed. Lenders no longer accept faxed copies of ID.

Copy of Passport
Copy of Driver's License, or
Medicare Card and Bank Card

Income Documents:

If you are PAYG

Two recent pay slips OR employment letter
Last Group Certificate OR ATO Notice/Payment Summary

If you are Self-employed

Past two years individual tax returns (self-employed)
Past two years company tax returns + Balance sheets + Profit & Loss statements (For shareholders, directors)

Rental statement (if you own investment property)

Property documents (if you own other properties)

6 months loan statements to show repayment history
Council Rate or Copy of Title's Certificate

Deposit documents:

The most recent 3 months savings records
Proof of shares and / or other securities
Contract of Sale of purchase property (first page of contract with the signatures of both buyers and seller
0.25% or 10% deposit payment proof

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___________________________________________________________

Buy a Commercial Property
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Personal ID:

The following must be photo copied and posted to us or scanned and emailed. Lenders no longer accept faxed copies of ID.

Copy of Passport
Copy of Driver's License, or
Medicare Card and Bank Card

Income Documents:

1) If you are PAYG

Two recent pay slips OR employment letter
Last Group Certificate OR ATO Notice/Payment Summary

2) If you are Self-employed

Past two years individual tax returns (self-employed)
Past two years company tax returns + Balance sheets + Profit & Loss statements (shareholders, directors)

Rental statement (if you own investment property)

Property documents (if you own other properties)

6 months loan statements to show repayment history
Council Rate or Copy of Title's Certificate

Deposit documents:

The most recent 3 months savings records
Proof of shares and / or other securities
Contract of Purchasing Commercial Property (the first page of the contract with the signatures of both buyers and seller
0.25% or 10% deposit payment proof
Commercial Leasing Agreement

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