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THINGS YOU WILL NEED FOR YOUR PERSONAL APPOINTMENT
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Identifications (100
pts.) |
- Driver’s License
- Medicare Card
- Passport (if available)
- Birth Certificate
- Credit Cards
- Rates Notice
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40 points
25 points
70 points
70 points
25 points each
25 points
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Financials |
- Bank Accounts Statements /
Passbooks (last 3 months)
- Loan Account Statements – last 3
months
* Principal Residence
* Investment Properties
* Personal Loans
- Details of Credit Cards / Store
Accounts (last 3 months)
- Rates Notice (including council &
water)
* Principal Residence
* Investment Property
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Investment Details |
- Rental Statements
- Depreciation Schedule
- Body Corporate Levy Statements
- Share Statements
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Income Details
- PAYG |
- Pay Slips (last 3 pay periods)
- Tax Returns (last 3 years)
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Income Details - Self Employed
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- Business Tax Returns (last 2
years)
- Financial Statements: Profit & Loss / Balance Sheet
(last 2 years)
- Individual Tax Returns (last 2 years)
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Superannuation |
- Superannuation Statements (most
recent)
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Insurance |
- Policy Documents
* Home & Contents
* Motor Vehicle / Boat / Caravan
* Health
* Personal (Life, Total & Permanent Disability, Income Protection & Trauma
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