RESOURCES & CALCULATORS
Checklists
Practical checklists to help you prepare, organise and know what you may need before taking your next step.
Jump to a checklist
Choose a checklist below to find the information you need.
Mortgage Readiness Checklist (Unconfirmed)
Use this checklist to help you prepare before applying for a mortgage. It covers key documents and information you may need, based on current SVBLA requirements.
- Personal information and identification
- Proof of address
- Proof of income
- Property documents
- Other supporting documents
- (See full checklist below)
Contractor Quotation Checklist (Unconfirmed)
Use this checklist when getting quotations from contractors for your building or renovation project. It outlines the key information to include so you can compare quotations more easily.
- Contractor details
- Project description
- Materials and specifications
- Costs and payment terms
- Timeline and other important information
- (See full checklist below)
Property Viewing Checklist (Unconfirmed)
Use this checklist when viewing a property or land. It can help you keep track of important details and ask the right questions.
- Location and surroundings
- Property features and condition
- Utilities and services
- Legal and ownership details
- Questions to ask the seller or agent
- (See full checklist below)
Document Checklists by Product
Find out what documents you may need for different SVBLA products and services. Select a product below to view the checklist.
Information notice: Requirements may vary based on your individual circumstances. Some details are subject to confirmation. Please refer to the checklist for the most up-to-date information.
Savings & Deposits
- Valid identification
- Proof of address
- Super Savings: Identification + proof of address
- Smart Savers: Birth certificate + parent/guardian identification
- Other product-specific documents may apply (Unconfirmed)
Loans & Mortgages
- Valid identification (Unconfirmed)
- Proof of address (Unconfirmed)
- Proof of income (Unconfirmed)
- Supporting financial documents (Unconfirmed)
- Other product-specific documents may apply (Unconfirmed)
- Other supporting documents depending on the application (Unconfirmed)
Insurance
- Valid identification (Unconfirmed)
- Information relating to the person, property or asset being insured (Unconfirmed)
- Supporting documents relevant to the selected coverage (Unconfirmed)
- Additional documentation depending on the type of insurance (Unconfirmed)
eConnect
- Member/account information (Unconfirmed)
- Identification or verification information (Unconfirmed)
- Current contact information (Unconfirmed)
- Additional information depending on the eConnect service (Unconfirmed)
Homes & Land
- Valid identification (Unconfirmed)
- Property-related documents, where applicable (Unconfirmed)
- Financing information, where applicable (Unconfirmed)
- Supporting documents relevant to the property transaction (Unconfirmed)
General Membership
- Valid identification (Unconfirmed)
- Proof of address (Unconfirmed)
- Membership documentation (Unconfirmed)
- Other supporting documents requested by SVBLA (Unconfirmed)
A little preparation goes a long way
These checklists are designed to help you feel more prepared and make the process easier. If you’re unsure about anything, our team is here to help.
More resources
Explore other useful tools, templates and information to support your financial journey.
Looking for more?
Explore more helpful information, tools and resources from SVBLA.
Checklists FAQs
Are these checklists the full application requirements?
No. The checklists are intended as a helpful guide to preparing, but requirements may vary depending on the product and your individual circumstances. Please refer to the relevant product information or contact SVBLA to confirm what you need. (Unconfirmed)
Do requirements vary by product?
Yes. Different products and services may have different documentation and eligibility requirements. Use the Document Checklists by Product section above to find the information relevant to you. (Unconfirmed)
What if I do not have one of the documents listed?
Contact SVBLA before submitting your application or request. The team can advise you on the applicable requirements and whether any other documentation may be needed. (Unconfirmed)
Can I use these checklists if I’m not ready to apply?
Yes. You can use the checklists as a planning tool to see what you may need and start getting prepared before you’re ready to apply. (Unconfirmed)
Are original documents required?
Document requirements may differ depending on the product or service. Check the relevant product information or contact SVBLA to confirm whether originals, copies or other forms of verification are required. (Unconfirmed)
Where can I get more help?
Visit the Help & Support section for more information, or use the Contact Us page to get in touch with SVBLA for assistance.
Need help getting prepared?
Our team is here to support you. Get in touch and we’ll be happy to help.