Document Checklist

  • To ensure we provide you with accurate information at your appointment, could you please upload as much of the following as you can.
  • Identification

    You will need 100 points of I.D. for each person. 70 points - passport (if not current, it can be expired for no more than 2 years), Birth Certificate or Citizenship Certificate. 40 Points - Driver's License. 25 Points - Rates Notice, Credit Card or Medicare Card.
  • Drop files here or
    Max. file size: 64 MB.
    • Drop files here or
      Max. file size: 64 MB.
      • Drop files here or
        Max. file size: 64 MB.
        • Income

        • Drop files here or
          Max. file size: 64 MB.
          • Drop files here or
            Max. file size: 64 MB.
              Please note this is not the assessment notice from the ATO.
            • Drop files here or
              Max. file size: 64 MB.
                Last 2 years tax returns and assessment notice's for your business and personal income.
              • Your Home

              • Drop files here or
                Max. file size: 64 MB.
                • Drop files here or
                  Max. file size: 64 MB.
                    Your last 6 months home loan statements consecutively from the current month back. If you are providing bank statements you will need all pages, not just the summary page on the front. It may be easier to download the statements from the internet. If so, please be aware these are missing some vital information for security reasons, so could you please also provide one bank generated statement in addition (the date on this one is not important)
                  • Other Credit Facilities

                  • Drop files here or
                    Max. file size: 64 MB.
                      Some institutions may not issue statements, but they can email them to you if you call them.
                    • Drop files here or
                      Max. file size: 64 MB.
                        Some institutions may not issue statements, but they can email them to you if you call them.
                      • Drop files here or
                        Max. file size: 64 MB.
                        • Investment Properties

                        • Drop files here or
                          Max. file size: 64 MB.
                          • Drop files here or
                            Max. file size: 64 MB.
                              As per above
                            • Drop files here or
                              Max. file size: 64 MB.
                              • *Additional information may be required in some circumstances.