Client Instructions Form - Conveyancing Depot

Client Instructions - Purchasers

This online form is for people buying a property. Please note that online scams are prevalent in conveyancing and have been successful in defrauding people when transferring funds. Please always check bank account details before transferring funds. Use phone numbers from the website and not emails.

Property Address you are purchasing*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Is the Purchaser an Individual/s or a Company?*

Individuals

Company

Individual Purchasers

Details of Purchasers

Number of Purchasers*

One

Two

Three or More

Full Legal Name - Purchaser 1*

This should be as per your passport or similar documentation. It will need to be the same name as your lender is using.

First Middle Last

Current Home Address of Purchaser 1*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have a different postal address? Purchaser 1*

No

Yes

Postal Address - Purchaser 1

Leave blank if same as residential address.

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Date of Birth - Purchaser 1*

Date of Birth Purchaser 1

Phone Number - Purchaser 1*

2nd Phone Number - Purchaser 1

Email - Purchaser 1*

Occupation - Purchaser 1*

Citizenship Details - Purchaser 1

Please tick what applies to you:*

I am an Australian Citizen

I am an Australian Permanent Resident

I am NOT an Australian Citizen or Resident

Country of Citizenship - Purchaser 1*

Purchaser 2 Details

Full Legal Name of Purchaser 2*

First Middle Last

This should be as per your passport or similar documentation. It will need to be the same name as your lender is using.

Are your address details the same as Purchaser 1?*

Yes

No

Current Home Address of Purchaser 2*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have a different postal address? Purchaser 2*

No

Yes

Postal Address - Purchaser 2

Leave blank if same as residential address.

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Date of Birth - Purchaser 2*

Phone Number - Purchaser 2*

2nd Phone Number - Purchaser 2

Email*

Occupation*

Citizenship Details - Purchaser 2

Please tick what applies to purchaser 2:*

I am an Australian Citizen

I am an Australian Permanent Resident

I am NOT an Australian Citizen or Resident

Country of Citizenship - Purchaser 2*

3 or More Purchasers

This form is primarily for up to two purchasers. Please add the contact details for all the subsequent purchasers. We will contact you for further details if necessary.

Additional Purchasers Details*

First Name

Middle Name

Last Name

Date of Birth

Company Details

Name of Company*

Company ACN Number*

List the names of Directors & Secretaries*

Role can be director, secretary or director/secretary or sole director.

First Name

Middle Name

Last Name

Role

Address of Director for correspondence*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Address of where to send correspondence for company. Not the registered address of the company.

Trust, Power of Attorney or Guardianship etc Details

Are you or the company buying the property on behalf of a trust? Or are you buying the property under a guardianship arrangement or Power of Attorney?

Are you or the company purchasing in the capacity of trustee or on behalf of anyone else?*

No

Yes, trust is established

Yes, trust is not yet established

Other

Name of Trust or Capacity you are purchasing the property?*

Provide further details here if required - Trust/POA

Finance

Are you obtaining finance from a lender or a bank to fund the purchase of this property?

Are you obtaining Finance to purchase the property?*

Yes

No, I will be providing all funds for settlement

Do you have a broker?*

Yes

No

I don't have a broker yet but intend to

Broker Details

Name of Broker*

First Last

Broker's Phone Number*

Broker's Email*

Website

Lender/Bank's Details

Add these details if you already know your lenders details.

Do you have a finance approval?

Yes

No

Name of Lender/Bank (if known)

Contact at Lender/Bank

First Last

Phone of Lender/Banker

Email of Lender/banker

Reference Number:

First Home Buyers Grant / First Home Owner Duty Reduction

Have you ever owned real estate anywhere in Australia before?*

Yes

No

Do you have a partner or spouse that has ever owned real estate anywhere in Australia before?*

Yes

No

Are you purchasing/planning to purchase a property valued above $750,000.00?*

Yes, Purchase Price is above $750,000

No, Purchase Price is below $750,000

Land Transfer (Stamp) Duty

Are you a pensioner or do you hold a health-care card?*

Yes

No

If Yes, have you received the pensioner land transfer (duty) concession before?*

Yes

No

Are you an Australian Citizen or permanent resident?*

Yes

No

Will the property be your principal place of residence after settlement?*

Yes

No

Principal place of residence for land transfer purposes means that you will be living in the property after settlement. Conditions apply for when and how long you have to live in the property. In some circumstances you can apply for an exemption read more here https://www.sro.vic.gov.au/pprexempt

Manner of Holding

Please read carefully. There are two types of ways to hold a property either as Joint Tenants or as Tenants in Common. Details of both are below.

Joint tenants

This is the typical manner of holding for married or de facto partners where the property cannot be distributed in a will. On the death of one of the persons owning the property, the deceased person’s share of the property will pass to the joint owner irrespective of the terms of the deceased’s will. If you wish to include this property in a will DO NOT choose Joint Tenants. Your manner of holding will default to joint tenancy if you do not specify your preference in the transfer of land document.

Tenants in Common

Tenants in Common is used where there are several owners of the land who wish to divide the property ownership via a percentage basis or to be able to distribute their share via a Will. On the death of one of the persons owning the property, the deceased person’s share of the property will pass to the beneficiaries specified in the deceased’s will.

Will you be purchasing as:*

Joint Tenants/Proprietors

Tenants in Common

Note Joint tenants - this property will go to the other joint tenants upon your death and not be a part of your will. This is recommended for Partners/Spouses.

Tenants in Common - Percentage Split*

First Name

Middle Name

Last Name

Percentage

Privacy Authority

Would you like to appoint another person/people you authorise to discuss your matter with us who are not a party to the Contract (e.g. husband, wife, child)?*

No

Yes

Unless you authorise us we cannot discuss your matter or take instructions from any other parties. https://www.conveyancingdepot.com.au/privacy-policy/

Details of Authorised Contact

Name of Authorised Contact*

Phone of Authorised Contact*

Email of Authorised Contact

Consent*

I agree to the privacy policy and other terms and conditions.

Name*

First Last

Comments

This field is for validation purposes and should be left unchanged.

Client Instructions (1)

Client Instructions - Purchasers

Individual Purchasers

Citizenship Details - Purchaser 1

Purchaser 2 Details

Citizenship Details - Purchaser 2

3 or More Purchasers

Company Details

Trust, Power of Attorney or Guardianship etc Details

Finance

Broker Details

Lender/Bank's Details

First Home Buyers Grant / First Home Owner Duty Reduction

Land Transfer (Stamp) Duty

Nominations

Nominee Details

Individual Nominee Details

Company/Company Trust Structure Nominee

Trust Details - Individual as Trustee - Nominee

Manner of Holding

Joint tenants

Tenants in Common

Privacy Authority

Details of Authorised Contact

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