💼 Self-Employed Specialist

Home Loans for the Self-Employed

Business owner, contractor, or freelancer? Get approved with full doc, low doc, or alternative documentation options.

Get Your Rate → Speak to Specialist

The Self-Employed Challenge

Traditional lenders prefer payslips and employment contracts. But there are lenders who understand business income.

The Problems

  • Income varies month-to-month
  • Tax deductions reduce taxable income
  • Newer businesses lack track record
  • Lenders see higher risk

The Solutions

  • Use 2 years tax returns (full doc)
  • Use ABN statements (low doc)
  • Alternative income verification
  • Specialist self-employed lenders

Your Self-Employed Loan Options

Different documentation pathways depending on your situation.

RECOMMENDED

📊 Full Doc Home Loan

Standard home loan using tax returns and financials. Best rates and lowest costs.

Requirements:

  • 2 years tax returns (lodged with ATO)
  • 2 years Notice of Assessments
  • ABN registered 2+ years
  • Business financials
  • Accountant's letter

Benefits:

  • Lowest interest rates (from 5.89%)
  • Standard LMI (no premium)
  • Higher borrowing capacity
  • More lender options

Income Calculation:

Lenders average your last 2 years taxable income, then may add back certain deductions:

Year 1 Taxable Income: $85,000

Year 2 Taxable Income: $95,000

Average: $90,000

Add back depreciation: + $8,000

Assessable Income: $98,000

Borrowing Power: $520K - $600K

📄 Low Doc Home Loan

Alternative documentation for newer businesses or those who can't provide full tax returns.

Requirements:

  • ABN registered 6-12 months
  • BAS statements (6-12 months)
  • Bank statements (3-6 months)
  • Accountant's declaration
  • Higher deposit (20%+ usually)

Trade-offs:

  • Rates 0.3-1.0% higher
  • Fewer lender options
  • Lower borrowing capacity
  • May need larger deposit

When to Use Low Doc:

  • Business less than 2 years old
  • Tax returns not yet lodged
  • Complex business structure (trust, company)
  • Income has recently increased significantly
  • Significant tax deductions reduce taxable income

💳 Bank Statement Loan

Uses business bank statements to calculate income. Good for high cash flow businesses.

Requirements:

  • 6-12 months business bank statements
  • ABN and GST registration
  • ID and assets/liabilities list
  • 20-30% deposit typically

Good for:

  • Cash-based businesses
  • Newer businesses
  • Freelancers & contractors
  • Multiple income streams

Income Calculation:

Lenders calculate average monthly deposits, multiply by 12, then apply a percentage (typically 50-80%):

Average Monthly Deposits: $15,000

Annualized: $180,000

Lender uses 60%: × 0.60

Assessable Income: $108,000

Borrowing Power: $570K - $660K

Best Lenders for Self-Employed

These lenders specialize in business owners, contractors, and self-employed borrowers.

Full Doc from

5.89%

Low Doc from 6.39%

🏆 Macquarie Bank

Best for: High-income self-employed with 2 years tax returns. Generous add-backs.

Self-Employed Features:

  • Generous depreciation add-backs
  • Accepts sole traders, companies, trusts
  • 1 year tax returns for some applicants
  • Up to 90% LVR with strong financials

Full Doc from

5.94%

Low Doc from 6.59%

🏦 NAB

Best for: Business owners wanting a full banking relationship.

Self-Employed Features:

  • Business banking integration
  • 2 years tax returns standard
  • Understands complex structures
  • Dedicated business bankers

Low Doc from

6.29%

Bank statements accepted

💎 Pepper Money

Best for: Low doc and alternative income verification. Newer businesses welcome.

Self-Employed Features:

  • ABN as low as 6 months
  • Bank statements for income verification
  • BAS statements accepted
  • Flexible for complex situations

Low Doc from

6.49%

Specialist lender

🔧 Liberty Financial

Best for: Difficult income situations. Very new businesses or inconsistent income.

Self-Employed Features:

  • Less than 12 months ABN considered
  • Alternative income verification
  • Accountant's declarations accepted
  • High LVR options available

Maximizing Your Borrowing Power

Strategies to improve your chances and increase how much you can borrow.

📅

Lodge Tax Returns Early

Don't wait until October 31st. Lodge as soon as possible after June 30th. The sooner you have 2 years of lodged returns, the sooner you can apply for full doc rates.

📊

Work With Your Accountant

Tell your accountant you're applying for a home loan. They can structure your financials to maximize borrowing power while still being tax-effective. Add-backs matter!

💼

Keep Business & Personal Separate

Separate bank accounts make income verification cleaner. Messy bank statements raise red flags. Clean records = faster approval.

📈

Show Consistent Income

Lenders prefer stable or increasing income. If your income fluctuates wildly, be prepared to explain why and provide evidence of future contracts/work.

💰

Save a Bigger Deposit

20% deposit opens up far more lender options and better rates. If you can only do 10%, expect to pay LMI and have fewer choices.

🎯

Use a Specialist Broker

Self-employed applications are complex. A broker who specializes in business owners knows which lenders to approach and how to present your application.

Common Questions from Self-Employed Borrowers

My business is only 12 months old. Can I get a loan?

Yes, but your options are limited. You'll likely need low doc or bank statement loans with rates 0.5-1.0% higher than full doc. Expect to need 20% deposit minimum. If you were employed in the same industry before going self-employed, some lenders will consider your previous employment history. Once you hit 2 years of lodged tax returns, you can refinance to full doc rates.

I claim lots of deductions. Will this hurt my borrowing capacity?

Possibly. Lenders use taxable income, not gross income. Depreciation, home office, vehicle expenses, etc. all reduce your taxable income and therefore borrowing power. The good news: many lenders "add back" depreciation and non-cash deductions. Work with your accountant to balance tax minimization with loan serviceability. You may need to claim fewer deductions for a year or two before applying.

What's the difference between sole trader, company, and trust structures?

Sole trader: Simplest for lending. Your personal tax return shows business income. Company: More complex. Lenders look at company financials plus your director's salary/dividends. May need company financials + personal tax returns. Trust: Most complex. Lenders examine trust distribution statements. Some lenders avoid trusts entirely. Generally, simpler structures = easier approval.

Can I use BAS statements instead of tax returns?

Yes, for low doc loans. BAS (Business Activity Statements) show your business income and GST. You'll need 6-12 months of consecutive BAS statements. This is common for newer businesses that haven't lodged 2 years of tax returns yet. Rates will be higher (typically 6.2-6.8%) compared to full doc (5.9-6.2%). Once you have 2 years tax returns, refinance to full doc for better rates.

Do I need an accountant's letter?

For most self-employed loans, yes. The accountant's letter confirms your business is legitimate, your income is as stated, and your financials are accurate. Some low doc lenders also accept accountant's declarations stating your income level without full financials. Your accountant should be a registered CPA or CA. Letters from unregistered "accountants" or bookkeepers usually aren't accepted.

My income dropped last year. Will this affect approval?

Yes, declining income is a red flag. Lenders average your last 2 years, so one lower year brings down your average. Be prepared to explain the drop (e.g., took time off for family, one-off business expense, COVID impact). If you can show income has recovered (recent bank statements, new contracts), this helps. Some lenders will focus on the most recent year if you can justify why it's more representative.

Ready to See What You Can Borrow?

Complete our 2-minute assessment designed for self-employed borrowers. We'll show you exactly which lenders will work with your situation and what rates you can get.

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✓ Sole traders, companies, trusts welcome • ✓ No obligation • ✓ We know which lenders work with your structure

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