What do I need to provide

Basic documents required to start the loan application

When applying for a home loan, your mortgage broker will communicate which documents are required for your preferred loan

Therefore documents can vary on the individual or the home loan lenders policies

A typical basic checklist of documents required for PAYG, standard loan application

  • 100 point ID – drivers license, Medicare, birth certificate and passport (choose between for a 100 point ID check)
  • 3 months bank statements for all accounts (showing savings)
  • Statements for all debts (credit cards, car loan, personal loan etc)
  • Notice of assessment and/or tax return 
  • Last 2 payslips
  • Recent utility bill
  • An employment letter or employment contract may be required
  • Last 3 month statements for centre link payments
  • Superannuation statement if an exit strategy is required (retired before the loan expires)

Basic documents for the self-empolyed

All the same documents as PAYG above, also the sole traders are required to have:

  • ABN running for at least 2 years (couple of lenders are less) 
  • 2 years personal tax returns (couple of lenders are less) 
  • 2 years personal tax assessment notices (couple of lenders are less) 

If purchasing an established home

Copy of the contract of sale, 2 pages required

  1. Offer page
  2. Acceptance page

House insurance policy for the new property (before settlement)

If your refinancing

Council rates notice for the property 

Last 6 months statements for the property

House insurance policy 

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