Seller Instruction Form - forms.coulterlegal.com.au

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Thank you for taking the time to complete this questionnaire.

Whilst many questions are optional, please try to tell us as much information as possible, even if it is just an approximation or guess. Doing so will help paint a clearer picture of your situation and will best set us up to assist you. Please note that, by using this online questionnaire, you are not receiving legal advice or a legal service. No engagement for legal services is formed unless and until you enter into a costs agreement with us.

Please check the box below to continue with questionnaire(Required)

I understand that this questionnaire is not providing me with any legal advice

Owner Details

Have you used Coulter Legal before?

Yes

How did you find out about us?

Agent Referral

Google Search

Coulter Legal website

Referred by an existing client

Referred by Other

Other

We would like to thank the person that referred you. Can you please provide their details.

Please provide the address of the property you are selling(Required)

Street Address City State Postcode

Are you selling on behalf of a company?(Required)

Yes

Company Name

Please provide your ACN or ABN

Please provide details for all parties that can sign on behalf of the company

Full Legal Name	Role in the Company	Date of Birth	Phone	Email	Tax File Number (TFN)	Residential Address (if different to sale property address)	Are you/they a foreign resident or holding the property on behalf of a foreign resident?	Have you/they completed a VOI with us in the last 2 years?	Actions

There are no Entries.

Maximum number of entries reached.

Please provide details for all parties on the property Title

Full Legal Name	Date of Birth	Phone	Email	Tax File Number (TFN)	Residential Address (if not sale property address)	Mailing Address (if different to residential)	Are you/they a foreign resident or holding the property on behalf of a foreign resident?	Have you/they lodged a Tax return in the past 2 years?	Has your/their address changed since your last tax return?	Have you/they completed a VOI with us in the last 2 years?	Actions

There are no Entries.

Maximum number of entries reached.

Where required, please provide a mailing address for correspondence after settlement

Property Details

Is the property held in a Trust or a Superfund?

If you are unsure, please contact your accountant to confirm

Yes

Unsure

What is the name of the trust and its ABN?

Please provide a copy of the signed Trust Deed

If not able to upload document, please provide to our office at your earliest convenience

Max. file size: 100 MB.

Is the property your principal place of residence?

Yes

The State Revenue Office (SRO) requires that the property be used as a principal place of residence within 12 months after settlement and occupied as a principal place of residence for a continuous period of at least 12 months. If these requirements are not met, or if circumstances change so that the concession may no longer apply, you must notify the SRO within 30 days of becoming aware of the change.

Is the property subject to a residential lease?

Yes

Please provide us with a copy of the residential lease

If not able to upload document, please provide to our office at your earliest convenience

Max. file size: 100 MB.

Please provide name, agency name and contact details for the property manager for the residential lease

Is the property subject to a retail/commercial lease or licence?

Yes

Please provide a copy of the commercial lease or licence

If not able to upload document, please provide to our office at your earliest convenience

Max. file size: 100 MB.

Please provide name, agency name and contact details for the property manager for the commercial lease or licence

Is the property subject to a Mortgage?

Yes

Please provide Mortgagee's name and all mortgage details such as customer reference number, loan account number and/or client relationship manager

Can you please confirm where the title is held?

If you hold the original paper title(s) then you will be required to provide this to our office prior to settlement as we will have this converted to an electronic title as settlement will be conducted electronically.

Land and Building Details

How is the land currently being used?

ie. a dwelling or shop

How old is the building on the land?

Is the land/dwelling insured?

If yes, we highly recommend you maintain fill insurance on the property until after settlement

Yes

Have any building permits been issued under the Building Act 1993 (Vic) in the preceding 7 years in relation to a building on the property?

Yes

Unsure

Please provide copy(s) of the building permit, certificate of final inspection, occupancy permit and building warranty insurance.

If not able to upload document, please provide to our office at your earliest convenience

Drop files here or

Max. file size: 100 MB.

Did you carry out any of the works works to the property as an owner builder?

According to Consumer Affairs Victoria you are registered builder if you: (1) Intend to use your own skills to build, extend or renovate a home that you live in or intend to live in; or (2) Intend to manage tradespeople to do work on a home that you live in or intend to live in; or (3) Are a registered builder who builds, extends or renovates a home on their own property. For more information please contact Consumer Affair Victoria on 1300 558181 and/or the Victoria Building Authority on 1300 815 127

Yes

Please provide us with a 173b report carried out by a license building inspector, that is no older than 6 months old. This is required for the Section 32

If not able to upload document, please provide to our office at your earliest convenience

Max. file size: 100 MB.

Have any planning permits been issued or refused?

Yes, issued

Yes, refused

What is the expiry date for the permit?

DD slash MM slash YYYY

Please provide details why it was refused

Have safety switches and smoke alarms been installed on the property?

Yes

Safety switches are a requirement for the Sale of property and will need to be installed prior to the Sale.

Is there a swimming pool/spa on the land?

Yes

Does the swimming pool/spa comply with all fencing requirements?

Yes

Unsure

Have you registered the pool/spa with the local council?

If Yes, please provide evidence. If No, this will need to be finalised prior to settlement and a special condition will need to be added into the Contract confirming same.

Yes

Unsure

Are you aware of any failure to comply with any restrictions imposed by any covenant or right that affects the land?

Yes

Unsure

Please provide details of the restrictions

Have any structures been constructed over a sewer main or easement?

Yes

Unsure

You will need to provide a copy(s) of the consent to build from the relevant authority

Please provide details of construction

Are you aware of any easements that affect that land which are not registered on the title?

Yes

Unsure

Please provide particulars of these easements

Have any notice(s), orders, demands, requirement, proposal or recommendation from any public or government authority been received that affect the property?

ie. an order from VCAT, a street construction charge, or a notice about works and/or subdivision by an adjoining owner

Yes

Unsure

Are you aware of any encroachments that affect the land?

ie. a neighbour’s shed is partly built on your land

Yes

Unsure

Please provide details of the encroachments

Are there any road or water licence(s) that affect the property?

Yes

Unsure

Please upload all road and water licences applicable to the property

If not able to upload document, please provide to our office at your earliest convenience

Drop files here or

Max. file size: 100 MB.

Are you aware of any contamination issues relating to the land?

Yes

Unsure

Please provide details of the contamination issue

Is there access to the property by a public road?

Yes

Is the property subject to an Owners Corporation?

Yes

Please provide details of the Owners Corporation

Manager name, Company name, phone number and email address

Is there anything else you want to tell us about your land that may affect a sale?

Yes

More information

Services

Please note that services are connected where they are provided by an authority and operating (eg the electricity is connected and it is working on the day of sale). It does not matter that the vendor will terminate their account with the service provider by settlement date, and the purchaser has to have the service reconnected. Where the service is not working on the day of the sale, but a purchaser is able to pay a fee to the authority for it to work, then the service is not connected.

Are the following services connected at the property?

Gas

Yes

Electricty

Yes

Sewerage

Please note that sewerage is not considered connected if the property is serviced by a septic tank only

Yes

Telephone

Please select Yes if the service is connected to the house even if you are not using a home phone

Yes

Water

Please note that water is not connected if the property is serviced by water tank only

Yes

If water tanks have been installed, are they included in the sale?

Yes

Not relevant

Have solar panels been installed?

Yes

Goods

What chattels are to be sold with the property?

Please select those that apply

All fixed floor coverings

All window furnishings

All electric fittings

Dishwasher

TV antenna

Please list any additional items included in the sale but not listed above

Are there any goods excluded from the sale?

Yes

What goods are excluded from the sale?

Are the goods included in the sale affected by a security interest on the Personal Property Securities Register?

Yes

Unsure

Taxes

Are you registered for GST?

If you are unsure, please contact your accountant

Yes

Unsure

Please provide your ABN

Is the property to be sold subject to the Margin Scheme exemption?

Yes

Is the property to be sold subject to the Going Concern exemption?

Yes

Is the property to be sold subject to the Farming Business exemption?

Yes

Have you considered the Capital Gains Tax (CGT) implications on the sale?

Yes

Is the property subject to Land Tax?

Yes

Unsure

Do you have a Financial Advisor/Accountant?

Yes

Please provide details for your Financial Advisor/Accountant

Name, company name, phone number and email address

Selling Agent Details

Note: If you are not using a selling agent then you are required to provide the purchaser with the due diligence checklist. This is contained within our contract of sale and vendor statement.

Is the property being sold by private sale or auction?

Private Sale

Auction

Proposed Auction Date

DD slash MM slash YYYY

Please provide details of selling agent

Contact name, company name, phone and email