Loan Documentation Checklist

What you will need to apply

Applying for a home loan is simple. Here is a home loan application checklist for your reference.

Identification

  • Drivers Licence
  • Passport
  • Medicare Card
  • Marriage Certificate
  • Change of Name
  • Citizenship Certificate

Employment & Incomes

PAYG Borrower

  • Payslips
  • PAYG Payment Summary
  • Employer Letter
  • An Employment Contract or Letter of Offer
  • Bank Statements to show salary deposits
  • Tax Returns

Self-Employed Borrower

  • Tax Returns

Other Incomes

  • Centrelink Letter
  • Child Support Agency letter
  • Family Assistance Letter
  • Lease Agreement
  • Rent Appraisal letter
  • Rent Tax Invoices
  • Superannuation Statement
  • Bank Statements to show above incomes received

Loan Purpose

Refinances

  • Home Loan statements
  • Council Rates Notices
  • Discharge Authority Form
  • Credit Card statements
  • Personal Loan statements
  • Car Loan statement

Purchases

  • Contract of Sale
  • Deposit Paid Receipts
  • Bank Statements to show funds available
  • Stat Dec gift
  • (Giftor’s) Account statement
  • Draft Transfer

Ready to apply?

You can preview, download and print our PDF Checklist. Simply follow this guide when submitting your documents.

DOWNLOAD PDF CHECKLIST

We are here to help

Would you like to know more about any of our home loan products?

Call us on 1300 462 209

ENQUIRE NOW