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Documentation you will need for your home loan application to proceed:

Click here to download a form

It is preferred if the applicable documentation is available at your initial interview. 
Delays with your application may occur with missing documentation.

All Loan Applications
  • Savings History - 6 months of saving account statements
  • Most recent credit card statements showing their balance and limit
  • Statements on personal loans showing repayment figures and history
  • 100 points of identification - passport, drivers licence, etc
  • Contract of Sale (front page only) if purchasing

If First Home Buyer applying for the First Home Buyers Grant

  • Certified Copy of Original Birth Certificate (Copy signed and witnessed by a Justice of the Peace as being a true copy of the original document  - we have a JP in the office if you don't know one)

Employee

  • Last 3 pay slips (computerised preferred)
  • Letter signed by an employer on company letterhead confirming your employment start date and gross income
  • Your Group Certificate / Tax Assessment Notice from the last financial year

Self Employed

  • 2 years of personal tax returns
  • 2 years of company tax returns
  • 2 years of balance sheet & profit and loss statements

If Receiving Income from Rental Property

  • A letter from the real estate agent or a copy of current rental agreement

Refinancing to a better loan

  • 6 monthly statements on the loan to be refinanced
  • Recent Rates Notice

If Building

  • A copy of the building contract / fixed price tender
  • A copy of the specifications and plans