Consumer Loan Applications
To enable us to expedite the loan process we may require the following documents:
Income verification
Wage Earner
Current pay slip within one month of today’s date showing Year to Date income
or
Last three months payslips
Latest Group Certificate or Tax Return and ATO assessment notice
Self Employed
Last two years Personal Tax Returns and business Tax Returns
Last two years ATO assessment Notices
Interim Management Profit and Loss for the business
Property Details
Copy of Current Rate Notice
Investments
- Copies of your last 3 months of Rental Statements on Investment Properties or Other Investments
Existing Loans
Last six months loan statements of any loans you have
Last three months statements of any Credit Card
Last three months statements on any Personal Loans or Car Loans you have
Insurance
Copies of your Life Insurance statement
Copies of your Risk Insurance statements – income protection, trauma and TPD
Superannuation
Copies of your Superannuation statements
Identification
Drivers License
Medicare card
If you have difficulty in obtaining any of the above please liaise with our office.
Client Data Collection completed
Client Data Collection