Hello and welcome to the "My Finance People" documents required page.
My name is Maz and I am the Personal Assistant to the amazing brokers here at MFP.
MFP thanks you for the opportunity to assist you with your finance.
In order to move forward with your loan, we will require ALL the documentation below before we can proceed.
Please ensure you send all information in one email to myself, apart from the bank statements which can be sent by using the button below.
WHAT WE NEED BEFORE YOUR APPOINTMENT;
🔵 Drivers Licence (Front & Back), Medicare Card and Passport or Birth Certificate (also include VISA, VEVO for NZ & Marriage Certificate if applicable)
🔵 Most Recent Two Pay Slips
🔵 Most Recent ATO Notice of Assessment - you can obtain this from your MY GOV portal
🔵 Most Recent Income Statements - obtain this from your MY GOV portal
🔵 Superannuation Balance - obtain this from your MY GOV portal
🔵 Centrelink Statement and Child Support Letter (if applicable)
🔵 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
🔵 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
**Please bear in mind that we may require further information/documentation just before 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 had a great day.
Maz Ellis
Personal Assistant for Mortgage Brokers
Mobile: 0478 455 118
Email: maz@jadepa.com.au
Website: www.jadepa.com.au
