Broker guides & online resources
Download our useful guides and resources.
How to obtain your ATO Income Statement (PC or Mac)
Lenders will often request your "ATO Income Statement". This document used to be called a "Group Certificate or a PAYG Payment Summary". Lenders may examine your previous tax years income, to confirm the consistency of income.
This guide will step you through obtaining it from MyGov.
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How to obtain your ATO Notice of Assessment
1. Your "Notice of Assessment" is a document that is issued by the Australian Taxation Office (ATO).
2. It provides evidence of your assessed taxable income (from all sources).
3. This is needed for a variety of reasons, for example the Home Guarantee Scheme, or self employment, or other reasons that the lender determines.
If you have any questions, please call our office on 02 63631122.
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How to obtain the ATO 551 report
This is a guide to obtain your ATO tax report (551 report) via MyGov
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How to obtain your ATO HECS / HELP / Student Debt statement
If you have a HECS, a HELP or any ATO student debt, a number of lenders will require a statement to show what is owing.
If you download this guide, it will assist you in access that statement.
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How to obtain your ATO Superannuation Balance (MyGov)
This is the guide to obtain your Superannuation Information from the ATO via MyGov.
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Guarantor guide
If you are thinking of using a guarantor or becoming one yourself, it's crucial to do your research. This guide walks you through the important considerations to think through.
2024 - 2025 Home Guarantee Scheme Form (Housing Australia)
This is the 2024 - 2025 Housing Australia Home Buyer Declaration
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How to obtain your company ATO 551 report
This is a step by step guide to obtain your company or trust 551 report.
- This guide will show you how to obtain and save the report.
- A 551 report shows any outstanding tax debt that the entity has.
- Lenders will often require this when they are assessing a home loan.
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FY2025 Housing Australia Regional First Home Guarantee Fact Sheet
FY2025 Housing Australia Regional First Home Guarantee Fact Sheet
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FY2025 Housing Australia First Home Guarantee Face Sheet
FY2025 Housing Australia First Home Guarantee Face Sheet
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FY2025 Housing Australia Family Home Guarantee Fact Sheet
FY2025 Housing Australia Family Home Guarantee Fact Sheet
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FY2025 Housing Australia Family Home Guarantee Fact Sheet
FY2025 Housing Australia Family Home Guarantee Fact Sheet
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Refinancing guide
If you’re thinking about refinancing, this guide can help you learn more about the refinancing process, benefits and options available.
Property investor guide
If you are looking to invest in property or simply exploring the possibilities, this guide will help you navigate the steps involved to kickstart your property investment journey.
Upgraders guide
This guide covers all the important aspects of deciding the next move. It's essential to evaluate all the financial options and costs involved in selling a current home and buying a new one.
Building or renovating guide
If you are considering building or renovating, this guide covers everything you need to know from financial considerations to the loan options that are available.
Property Ownership
This guide outlines the essential steps to achieving property ownership, starting from the first appointment with a mortgage broker all the way to settlement.
Smoother experience as they have all your information.
Better understanding of your financials to provide tailored advice. 
Faster response compared to being matched with a new broker.
