Investing? What To Bring To the Loan Interview 

• 100 points of identification, e.g. passport, driver's licence, two credit cards etc. 
• Tax file number. 
• A letter from your employer on company letterhead, stating your position held, annual income and length of service, or three pay slips with YTD figure (If you are self-employed, contact your branch for details). 
• Tax returns for the past two to three years. 
• A copy of your group certificate for the last financial year. 
• Savings history-minimum three months of statements per account. 
• Record of investments, e.g. shares, unit trusts. 
• Existing loan account history-minimum 12 months of statements per loan. 
• Credit/store cards-last statement of account showing current balance. 
• Statement of life-insurance/superannuation. 
• Evidence of cash gift (if applicable). 
• Declaration, if you cannot supply income details. 
• Contract of sale for purchase of property, if already contracted. 
• Receipt for deposit paid for purchase of property. 
• Letter from real estate agent, confirming rental income, for investment loans.