2 Who we act forPlease enter your name exactly as it appears on your driver licence or passport, and as it appears on the title if different .
Full legal name (including middle names)
Current residential address
Marital status Choose one Single Married De facto Separated / Divorced Widowed
What is your residency status? Choose one Permanent resident New Zealand citizen (special category visa) Temporary visa holder
If you hold a visa, what is the visa subclass and expiry date?
Are you an Australian resident for tax purposes? Choose one Yes No Not sure Every vendor needs an ATO clearance certificate before settlement or the purchaser must withhold part of the price. We will tell you how to apply.
3 Person 2 – their detailsFull legal name (including middle names)
Current residential address
Marital status Choose one Single Married De facto Separated / Divorced Widowed
Citizenship / residency status Choose one Australian citizen Permanent resident New Zealand citizen (special category visa) Temporary visa holder
Visa subclass and expiry date (if applicable)
Are they an Australian resident for tax purposes? Choose one Yes No Not sure
4 About your purchaseThese answers affect stamp duty concessions and the documents we prepare.
What are you buying? Choose one Established home or vacant land Off the plan (not yet built or not yet subdivided) A transfer from a family member or related party, not an ordinary sale
How will the property be owned? Choose one Sole owner (one purchaser) Joint tenants (equal shares, survivor takes all) Tenants in common (please tell us the shares, e.g. 50/50) Company or trust (as above) Not sure – please advise me
Shares (e.g. 50/50, 70/30)
Lender name, and your mortgage broker’s name, phone and email (if any)
Where are you up to? Choose one Still looking – I want a contract reviewed before I sign I have found a property and have the contract / Section 32 I have signed the contract Buying at auction soon
4 About your saleThese answers go into the Section 32 statement and the contract, so please be as accurate as you can.
Where are you up to? Choose one Preparing to list – I need a contract and Section 32 prepared Listed with an agent – not yet sold Sold – contract signed
Sale price, or the price you expect
Purchaser’s name, contract date and settlement date
Preferred settlement period
Lender and approximate amount owing
Who lives in the property? Choose one I / we live in it Tenanted – lease in place Vacant Family member or someone else lives there rent-free
Tenancy details: rent, lease end date, bond, and the managing agent
Owners corporation manager’s name and contact (if known)
What was done, when, and was a building permit obtained? Was it owner-built?
Items included in or excluded from the sale (optional)
Is the property, or have you been, registered for GST in connection with it? (e.g. new build, business premises, farmland) Choose one No – ordinary residential sale Yes or possibly – please discuss with me Not sure
4 About the propertyWhat kind of property is it? Choose one Office Shop or retail premises Warehouse, factory or industrial Development site or vacant land Mixed use (shop with residence, etc.) Rural or farming Something else
How is the property occupied? Choose one Vacant possession at settlement Subject to one or more leases Owner-occupied by the vendor’s business Not sure
The leases: tenant, rent, term, options, and whether a managing agent is involved
GST treatment, if you know it Not sure – please advise me GST applies to the price Sale of a going concern (GST-free) Margin scheme Not registered for GST Whether the price is plus GST, a going concern or under the margin scheme changes the contract and the money; we settle it before anything is signed.
How many, and what are they?
Contract price, or the price expected
Where are you up to? Choose one Negotiating – nothing signed yet Heads of agreement or offer accepted Contract received for review Contract signed Preparing to sell – contract and vendor’s statement needed
Lender, and your broker’s details if any
Is there a mortgage to discharge? Lender and approximate balance (if any)
The other party’s name and their lawyer (if known)
4 About the businessWhat does the business do, and where does it trade from?
Who owns the business now? (entity name and ABN, if known)
The premises lease: landlord or managing agent, current rent, expiry and options
Sale price, or the price expected (excluding stock)
Where are you up to? Choose one Negotiating – nothing signed yet Heads of agreement or offer accepted Contract received for review Contract signed Preparing to sell – contract needed
The other party’s name and their lawyer (if known)
4 About the leaseWhat are the premises, and what will they be used for?
Where are you up to? Choose one Terms agreed in principle – a lease needs to be prepared I have been sent a draft lease to review I have been sent a disclosure statement and lease Negotiating terms – nothing agreed yet
Other terms agreed so far: start date, rent reviews, bond or guarantee, fit-out, rent-free period
The other party (landlord or tenant), their agent and their lawyer (if known)
Any deadline we should know about (e.g. a signing date, a lease expiry)
4 About the transferThe existing lease: landlord, current rent, expiry date and options
The incoming or outgoing tenant, and the landlord’s agent or lawyer (whichever you know)
When does the transfer need to take effect?
Has the landlord been asked to consent, and what have they said?
4 About the franchiseSite or territory, and whether a lease is involved
What are you most concerned about? (optional)
4 About the subdivisionWhere are you up to? Choose one Planning – no permit yet Planning permit issued Plan of subdivision certified by council Statement of compliance issued – ready to lodge Building under construction
Your surveyor, and your town planner or builder if any
Lender
Are any lots already sold off the plan, or is a sale planned? (optional)
4 About the caveatWhat is your interest in the property, or the basis of the caveat? (e.g. a contract to buy, money lent, a trust, a family arrangement) A caveat lodged without a proper interest can make you liable for the owner’s losses, so we check this before lodging.
The registered owner’s name (if not you)
Is it urgent? (e.g. a settlement or sale is imminent)
Documents that support your interest (we will ask you to send them)
5 Anything elseHow did you hear about us? (optional)
How would you prefer we contact you? Choose one Email Phone call SMS / text message
Anything else we should know? (optional) For example special conditions, dates that matter, or questions for us.
Continue Nothing is sent to us until the money on account is paid. We verify your identity separately; please do not attach documents here.
