5 Documents You Need To Get Your Home Or Investment Loan Approved As A Self-Employed Business Owner
Paperwork isn’t fun, but these documents are critical to fast approval.
The 5 Essential Documents
1. Tax Returns (Last 2 Years)
Shows income trends and business stability.
2. ATO Notices of Assessment
Confirms tax returns are assessed and compliant.
3. Business Financials (Profit & Loss + Balance Sheets)
Demonstrates profitability and structure.
4. BAS Statements (Last 4 Quarters)
Shows active trading and GST registration.
5. Bank Statements (Personal & Business)
Verifies cash flow aligns with declared income.
Pro Tip
Organise these in advance to position yourself as a low-risk borrower.
👉 Want help preparing your documents for approval? Book your Free Mortgage Brokering Consultation Session with Mitch today.