Initial documents checklist
Documents to prove identity & ongoing income:
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Driver’s licence / Passport or Birth Cert / Marriage Cert / Medicare Card
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If employed, last 3 payslips
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Or if self-employed, last 2 years Business Financials. Plus Business & Personal lodged tax returns
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Last two group certs or Last 2 years ATO notices for self-employed
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Statements for any current or proposed rental incomes
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Statements for any other incomes, examples: Family payment A & B
Documents if buying or building?
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Any Real Estate purchase or builders contracts, signed or unsigned
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Or quotations if no contracts plus receipts for any deposits paid