Initial documents checklist

Documents to prove identity & ongoing income:​

  • Driver’s licence / Passport or Birth Cert / Marriage Cert / Medicare Card 

  • If employed, last 3 payslips

  • Or if self-employed, last 2 years Business Financials. Plus Business & Personal lodged tax returns

  • Last two group certs or Last 2 years ATO notices for self-employed

  • Statements for any current or proposed rental incomes

  • Statements for any other incomes, examples: Family payment A & B 

Documents if buying or building?

  • Any Real Estate purchase or builders contracts, signed or unsigned

  • Or quotations if no contracts plus receipts for any deposits paid 

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