Selling Questionnaire

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This form will take approximately 10 minutes to complete. Please ensure you have your Tax File Number (TFN) handy, as well as any information you have about the property you are selling. The information you provide us will assist in the correct preparation of your documents to enable a smooth pathway through to settlement for you. So, please complete the below questions as best as you can and click on the applicable information icons as you go for some handy assistance. Remember, we’re only a phone call or email away. Upon receipt of your instructions, we require a deposit of $395 on account of searches, certificates and preparation of the Contract of Sale and Vendors S32 Statement.

Name

Email Address

Phone Number

Current Postal Address

What are the full names and dates of birth of all Vendors registered on your Title?

What are the telephone numbers and email addresses of all Vendors?

What are the current physical addresses of all Vendors?

To what mailing address would you like us to post any relevant correspondence to?

What will be your future mailing address after settlement?

If unsure, please provide your next of kin mailing address

Tax Details

Are all Vendors Australian Citizens/Permanent Residents?

Yes

What is the Nationality of all Vendors? (this is a State Revenue Office requirement)

You are required to provide the Purchasers prior to settlement with a “Clearance Certificate” from the Australian Tax Office (ATO) to prove that you are not a foreign resident and to avoid the Purchaser withholding 10% of the settlement funds from you. For this purpose, please answer the following questions:

What are the Tax File Numbers of all Vendors?

This information is required by the State Revenue Office (sorry!)

Have all Vendors lodged their tax returns for the last 2 financial years?

This information is required by the State Revenue Office (sorry!)

Yes

Are you holding the property as Trustee on behalf of a Trust?

Yes

Please provide Trust details

This includes the 1. Full name of the trust 2. Type of trust (bare, fixed, unit discretionary etc) and 3. Names of the beneficiaries.

Do you have or intend to have Family Court Orders or other Court Orders relating to the sale of the property?

If so, please provide a copy.

Is there another person with an interest in the title that is not actually registered on title? (eg. a current or former partner/spouse).

If so, please provide details

GST

Will you be required to pay GST on the sale of the property Sale (of your home and 2nd hand residential is generally exempt from GST)

Yes

Will you be applying the Margin Scheme, Going Concern or other exemption or will the sale price be PLUS GST?

Details of the Property you are Selling

Property Address you are selling

Sale Type

Private Sale

Auction

Estate Agent

Please provide Real Estate Agency name, the name of your salesperson and the Auction date (if applicable)

Title Details

Certificate of Title (volume/folio)

Additional Titles (volume/folio)

Who holds your Certificate of Title?

If mortgaged, your lender will hold as security for the loan

Mortgage Details

Have you borrowed money upon the security of the property?

Yes

Name of Lender

Loan Account Number

More Property Details

Chattels (goods) being Sold with the Property

Light Fittings

Dishwasher

Internal Window Coverings

External Window Coverings

Floor Coverings

Air Conditioner

Other:

Chattels not being sold

Chattels which are excluded from the sale

Approximate Age of Buildings

Services Connected

Gas

Electricity

Telephone

Water

Sewerage

Owners' Corporation

Do you have an Owners Corporation ('Body Corporate') for your property?

Yes

Unsure

Do you have an Owners Corporation ('Body Corporate') for your property?

Any notices served on the property?

If a notice is served on the property, we will have to make disclosure to the buyer in the s32. This can include Council, Neighbours, Fences, Road, Contamination, Owners Corporation, Planning. The last one is important. If you have applied for a Planning Permit, please provide copies and details. If a Neighbouring property has applied for a Planning Permit and served a notice on you, please provide a copy and details. Its important you provide details of any notices affecting the property, the buyer ought to know about.

Yes

Building Permits

Any building or planning permits in the last 7 years?

If 'yes', please provide copies of any building or planning permits and certificates of final inspection or certificate of occupancy.

Yes

I'm unsure

Please describe the building/planning permits

Additionally, please email copies of any building or planning permits and certificates of final inspection or certificate of occupancy to Matt.

If yes to a 'Building Permit', were those building works done as an 'Owner-Builder'?

Yes

I'm unsure

If yes, you need to obtain a S137b Owner Builder "Defects Report" and obtain Owner Builder Warranty Insurance if the works referred to in the Building Permit cost $16,000 or more.

Yes, I understand

Have you conducted any cosmetic works to the property in the last 2 years (eg. new kitchen, bathroom, flooring, roofing, fencing, etc)?

Yes

Please describe the cosmetic works

Include any details you can

If yes, you need to obtain a S137b Owner Builder "Defects Report" and obtain Owner Builder Warranty Insurance if the works referred to in the Building Permit cost $16,000 or more. We can provide further information / inspector information

Yes, I understand

MATERIAL FACT Disclosure: Are there things about the property that a buyer should be made aware of? For example, has there been a murder on the property, or has the property been used as a meth lab, or is there existence of flammable cladding or asbestos, or some other important disclosure?

Please state "No" or "Yes" and if "Yes", please provide details:

Leases and tenancies

If the property is leased, please send a copy of the Lease and Rental Agreement and provide the Agent’s details Is the property tenanted

Yes

Zoning

Has your property been rezoned in recent years or could rezoning of your property by Council/Victorian Government be anticipated by you?

Yes

Not sure

Please provide any relevant information below:

Is your property affected by GAIC (Growth Areas Infrastructure Contribution)

Yes

Not Sure

It is essential that you NOW complete a "Client Authorisation Form" to enable us to move forward with your matter. Please: 1. Go to our "Resources Tab" on our Website 2. Print the Form and complete your full name/s on the Form in the "Client Authorisation and Signing" section 3. Sign and date the Form 4. Email the Form to matt@conveyancingexcellence.com.au

It is essential that you NOW complete a "Client Authorisation Form" to enable us to move forward with your matter. Please:

1. Go to our "Resources Tab" on our Website
2. Print the Form and complete your full name/s on the Form in the
"Client Authorisation and Signing" section
3. Sign and date the Form
4. Email the Form to matt@conveyancingexcellence.com.au

Yes, I will do this.

We strive for Excellence

Tax Details

GST

Details of the Property you are Selling

Estate Agent

Title Details

Mortgage Details

More Property Details

Owners' Corporation

Any notices served on the property?

Building Permits

Leases and tenancies

Zoning

Contact Us

Office: 300 Centre Road, Bentleigh VIC 3204

Post: PO Box 167, Bentleigh VIC 3204

Phone: 03 9557 3344

Email: matt@conveyancingexcellence.com.au