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Providing Bank Statements

We use BankStatements.com.au to collect your bank statements securely and efficiently. It’s the same tool many mortgage brokers use. It doesn’t store your banking password, and it helps us get everything we need in one go—especially for Centrelink. It’s fast, safe, and saves you from downloading and emailing multiple files.

Why We Use BankStatements.com.au to Collect Bank Statements

When we're helping you with Centrelink, financial planning, or aged care applications, we often need copies of your bank statements. Instead of asking you to download and send through multiple PDFs for each account and bank, we use a secure online tool called BankStatements.com.au (powered by Illion).

What Is BankStatements.com.au?

BankStatements.com.au is a trusted, secure platform used widely across the finance industry—especially by mortgage brokers and financial planners—to collect bank statements quickly and safely. It connects to your internet banking just long enough to download the statements we need, and that's it.

Is It Safe?

Yes. It’s very safe:

  • We don’t see or store your banking passwords.

  • The system uses bank-level encryption.

  • Your credentials are encrypted and then discarded once your statements are collected.

  • It’s used by thousands of financial professionals across Australia every day.

We understand some people might feel cautious at first—it can feel unusual to be asked to log in to your bank through another site. But for many (especially under 50s), this is the norm now for sharing bank data securely.

Why We Prefer This Method

  • It’s easy – no need to download and send PDFs one by one.

  • It’s fast – all your statements come through in one go, in the right format.

  • It’s complete – we get all the detail we need to support your application, particularly for Centrelink.

Having this data upfront means fewer follow-ups, less paperwork for you, and quicker results for us.

What If I’m Not Comfortable Using It?

That’s totally okay! If you’d prefer, we can guide you through downloading the required statements manually and sending them to us securely. It’s just a little more time-consuming.

But if you’re up for trying the simpler way, BankStatements.com.au is a great option—and we’re happy to walk you through it if you need help.