Getting Started

What documents will I need to refinance?

  • A copy of your most recent six months Home loan statements for all the loans you wish to refinance.
  • A copy of your most recent three months credit card statements for all your credit cards being consolidated.
  • A copy of your Council Rates notice for property/s used as security for your loan.

Personal details – proof of identity

We’ll need to see a copy of your:

  • Driver’s License, or
  • Photo Identification Card, or
  • Passport.

Proof of income

Provide the following:

If you are employed by someone

  • Three most recent payslips.
  • Your most recent financial year PAYG summary (group certificate).

If you are self-employed

  • Copies of your last two years’ personal tax returns and most recent ATO assessment notice.
  • Copies of your last two years’ company/business/trust tax returns. This also includes your balance sheets, profit and loss statements and most recent ATO assessment notice.

If you receive a rental income (investment property)

  • A copy of your latest rental statement from your real estate agent.
  • A copy of your latest tax return clearly showing your rental income.

Contact Us

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