Hello and welcome to the "My Finance People" documents required page.
My name is Alison and I am Jeff's Personal Assistant.
Jeff thanks you for the opportunity to assist you with your finance.
In order to move forward we will require ALL the documentation below before we can proceed with an application to the selected lender.
Click on each button below and upload your documents required direct to us. Apart from the bank statements which you will need to go direct through the secure service.
🔵 Drivers Licence (Front & Back), Medicare Card and Passport (if not Australian we will require a VISA or VEVO for NZ residents) or Birth Certificate
🔵 Latest Two Pay Slips
🔵 Latest ATO Notice of Assessment & PAYG
🔵 Rental Letter or 6 months rental statement from Licenced Real Estate Agent, Property Manager or Landlord (If Applicable)
🔵 3 Months Transactional Banking Statement for All Accounts – please use the below link, as we obtain what we require
🔵 3 Months Transactional Banking Statement for All Debts, including Personal Loans, Car Loans, Credit Cards, Store Cards, etc. – please use the below link
🔵 Rates Notice if you already Own the Land (If Applicable to your Loan)
🔵 If Self Employed - 2 Years Personal Tax Return and Correlating ATO Notice of Assessments
🔵 If Self Employed - Two Years Tax Returns for all Entities (Company, Trust or Self-Managed Super Funds)
🔵 If Self Employed - Two Years Profit and Loss Statements
Once we receive all the required documents, we will have an application to you for signing within 7 business days.
**Please bear in mind that we may require further information/documentation before we can we submit your application to the lender.
Please let me know if you have any questions regarding the above.
Thank you and I hope you have a great day.
Alison Euphemie
Personal Assistant for Mortgage Brokers
Mobile: 0412 912 877
Email: alison@jadepa.com.au
Website: www.jadepa.com.au
