Purchaser Instructions - Conveyancing Depot

Client Form Conveyancing Purchaser Instructions

Purchaser Initial Instructions Form

"*" indicates required fields

Step 1 of 11

How many people are purchasing the property?*

Your Finance Details

Are you obtaining finance for your Purchase?*

Yes

No, I will be paying for the entire purchase using my own funds.

Lender or Broker Details

Name of Lender or Broker*

Please provide the name of the bank or mortgage brokerage firm with whom you are arranging your finance here.

Name of Contact*

Please provide the name of the individual you are communicating with from the above bank or mortgage brokerage firm.

Contact number

Names in Contract and Nominations

Nominations are where you appoint someone (who did not originally sign the Contract of Sale) in addition to yourself or instead of yourself to be listed on title following settlement.

Is your name listed in the Contract as you want it to appear on title?

Yes

Please provide your name as you wish for it to appear on title:

Are the parties named in the Contract (i.e. the names stated in the contract) the people who are intending to appear on title?*

Yes

Will you be nominating an alternative purchaser(s)?*

Yes

Are you nominating one or more:*

People

Companies (excluding trustee companies)

Trustees (e.g. a trustee of a discretionary trust or of an SMSF)

Details of Nominee

How many people are you Nominating?*

First Nominee

Full legal name*

Please include name as it appears on their passport or birth certificate.

Current residential address*

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

Postal address*

Same as above

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

Date of birth*

Mobile*

Email*

Second Nominee

Full Legal Name*

Please include name as it appears on their passport or birth certificate.

Current residential address*

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

Postal address*

Same as above

Date of birth*

Mobile*

Email*

Third Nominee

Full legal name*

Please include name as it appears on their passport or birth certificate.

Title First Middle Last

Current residential address*

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

Postal address*

Same as above

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

Date of birth*

Mobile*

Email*

Nominated Company

Name of company

ACN

Name of First Director

First Middle Last

Date of Birth of First Director

Name of Second Director (if applicable)

First Middle Last

Date of Birth of Second Director

Nominated Trustee

If you have not obtained advice from your accountant regarding the structure for this property purchase in your SMSF or Trust we strongly suggest that you do so immediately to ensure that you are properly structured.

Name of Trust or Self Managed Super Fund

ABN

Manner of Holding

Please carefully read the descriptions below and select your choice of manner of holding.

Joint Tenants

Ownership of land in common by two or more persons where there is a right of survivorship. That is, upon the death of one joint owner, the land as a whole passes to the survivor(s) it will NOT be included in your will. Your manner of holding will default to joint proprietorship if you do not specify your preference in the transfer of land document. This is common for married and de facto partners.

Tenants in Common

Ownership of land by two or more people where each person is entitled to occupy the whole of the land in common with the others, but where none of them are entitled to the exclusive possession of the land. On the death of one of the proprietors, their share does not pass on to the survivors, but passes to the executor or administrator of the deceased. You can specify that shares be equal or unequal, between people owning a parcel of land as tenants in common. This would be used if you wanted to distribute your share of the property to others not named on the title as an inheritance.

We would like to hold the Property as:*

Joint Tenants/Proprietors (normal domestic partners ownership)

Tenants in Common

Please specify your ownership split below

Please ensure that the sum of all percentages of ownership equals 100.

Owner's Name

Percentage of Ownership

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Client Form Conveyancing Purchaser Instructions

Details of First Purchser

Details of Second Purchaser

Details of Third Purchaser

Details of Trust

Details of Company

Details of Individual

Your Finance Details

Lender or Broker Details

Principal Place of Residence (PPR)

First Home Owners

Pensioner Concessions and Exemption

Names in Contract and Nominations

Details of Nominee

First Nominee

Second Nominee

Third Nominee

Nominated Company

Nominated Trustee

Manner of Holding

Title Insurance

Title Insurance Calculator

Registration of Caveat

Building Certificate

Privacy Authority

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