Have you ever wondered what documents your Broker needs for your home loan?  If you have, then this is basically what we need.

For all loans

PAYG Applicants

  • Your two most recent payslips
  • Your last years PAYG Summary formerly known as a Group Certificate

Self Employed Applicants

  • Last 2 years personal income tax returns
  • Last 2 years ATO Notices of Assessment
  • Last 2 years of Company/Partnership/Trust Tax Returns
  • Last 2 years of Financial Statements for your business


  • Drivers Licence and
  • One of either your passport or Medicare Card

Bank Statements & Credit Cards

  • 3 months of statements of savings account evidencing your wages deposits
  • 3 months of statements of all credit cards, store cards & interest free facilities
  • 3 months of statements for any personal loans, car loans or other liabilities

Purchasing a Property

  • Copy of signed Contract of sale
  • Copy of statement evidencing funds to complete the purchase

Refinancing a Loan

  • 6 months of statements for the loan being refinanced

Fact Find

  • We will go through some questions to determine
    • Your goals & objectives
    • Your living expenses
    • Your assets & liabilities
    • Your life & income protection situation
    • Your loan preferences

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