Before you apply for finance, you need to decide on the type and features required on your new loan.
- Amount Required
- Type of Loan
- Term of loan
- Offset Account
- Line of Credit
- Fixed Rate or Variable
The following documentation will be required to assist us preparing your finance application.
– 100 point check is required (additional information is required for Companies and Trusts).
– Employees – most recent last 2 payslips or Letter from employer (must include ABN or ANC, income per annum, status and term of employment.
– Self Employed – most recent 2 years FULL tax returns (business & personal) and most recent 2 years tax assessment notices.
Rental and Investment Income
Proof of rental or investment income, letter by agent, rental or investment statements.
Statement of Financial Position
You will need to disclose your assets and liabilities and provide evidence such as copy of title, rates & valuation notices, bank accounts, superannuation and other investments such as shares or managed funds.
You will need to provide copies of most recent last 6 months statements.
Visit our financial planning web site or our contact our financial advisers access to our broad investment products.