Purchasing Property Questionnaire

Purchasing Property Questionnaire - Copy 1

Date
DD slash MM slash YYYY
Property Details
Property address
Street Address Address Line 2 City/Suburb Post Code
Type of Property
Is the Property..
- House
- Unit/Apartment
- Vacant Land
- House and Land Package/Off the Plan
What are you buying?
- Shop
- Warehouse
- Vacant Land
- Off the Plan
What are you buying?
- Factory
- Vacant Land
- Off the Plan
What are you buying?
- Dwelling
- A Farm
- Vacant Land
- Off the Plan
Does the property form part of an Owners Corporation (Body Corporate)?
- Yes
- No
- Unsure
How many units in complex?
- 1 - 2
- 3 and above
- Unsure
Purchaser Details
Who signed the contract?
- Personal Name/s
- Company
How many people are buying the property?
- 1 Purchaser
- 2 Purchaser(s)
- 3 Purchaser(s)
- 4 Purchaser(s)
1 Purchaser
1st Purchaser
Prefix First Middle Last
Date of Birth
DD slash MM slash YYYY
Phone number/s
Email Address
Physical Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Postal Address
Same as Physical Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Are you an Australian Citizen/s or Permanent Resident/s?
- Yes
- No
Where were you born?
City State / Province / Region Country
2 Purchaser(s)
1st Purchaser
Prefix First Middle Last
Date of Birth
DD slash MM slash YYYY
Phone number/s
Email Address
Physical Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Postal Address
Same as Physical Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Are you an Australian Citizen/s or Permanent Resident/s?
- Yes
- No
Where were you born?
City State / Province / Region Country
2nd Purchaser
Prefix First Middle Last
Date of Birth
DD slash MM slash YYYY
Phone number/s
Email Address
Physical Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Postal Address
Same as Physical Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Are you an Australian Citizen/s or Permanent Resident/s?
- Yes
- No
Where were you born?
City State / Province / Region Country
3 Purchaser(s)
1st Purchaser
Prefix First Middle Last
Date of Birth
DD slash MM slash YYYY
Phone number/s
Email Address
Physical Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Postal Address
Same as Physical Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Are you an Australian Citizen/s or Permanent Resident/s?
- Yes
- No
2nd Purchaser
Prefix First Middle Last
Date of Birth
DD slash MM slash YYYY
Phone number/s
Email Address
Physical Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Postal Address
Same as Physical Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Are you an Australian Citizen/s or Permanent Resident/s?
- Yes
- No
Where were you born?
City State / Province / Region Country
3rd Purchaser
Prefix First Middle Last
Phone number/s
Date of Birth
DD slash MM slash YYYY
Email Address
Physical Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Postal Address
Same as Physical Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Are you an Australian Citizen/s or Permanent Resident/s?
- Yes
- No
Where were you born?
City State / Province / Region Country
4 Purchaser(s)
1st Purchaser
Prefix First Middle Last
Date of Birth
DD slash MM slash YYYY
Phone number/s
Email Address
Physical Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Postal Address
Same as Physical Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Are you an Australian Citizen/s or Permanent Resident/s?
- Yes
- No
Where were you born?
City State / Province / Region Country
2nd Purchaser
Prefix First Middle Last
Date of Birth
DD slash MM slash YYYY
Phone number/s
Email Address
Physical Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Postal Address
Same as Physical Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Are you an Australian Citizen/s or Permanent Resident/s?
- Yes
- No
Where were you born?
City State / Province / Region Country
3rd Purchaser
Prefix First Middle Last
Date of Birth
DD slash MM slash YYYY
Phone number/s
Email Address
Physical Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Postal Address
Same as Physical Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Are you an Australian Citizen/s or Permanent Resident/s?
- Yes
- No
Where were you born?
City State / Province / Region Country
4th Purchaser
Prefix First Middle Last
Date of Birth
DD slash MM slash YYYY
Phone number/s
Email Address
Physical Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Postal Address
Same as Physical Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Are you an Australian Citizen/s or Permanent Resident/s?
- Yes
- No
Where were you born?
City State / Province / Region Country
Business information
Company Name/s (if applicable)
Company ACN
Are you purchasing as trustee of a Trust or Superannuation Fund?
- Yes
- No
- Unsure
NOTE: This includes Family, Unit or Property Trusts.
What type of Trust?
- Superannuation Fund
- Unit Trust
- Discretionary Trust
- I will upload the Trust deed below
Upload your Trust digitized document file
Drop files here or

Accepted file types: pdf, csv, xlsx, doc, docx, jpg, png, gif, bmp, jpeg, xls, Max. file size: 8 MB.
Accepts PDF, Word Documents and Image Files
Trust Name (if applicable)
Superannuation Fund Name (if applicable)
ABN
Is the Trust or Superannation Fund registered for GST
- Yes
- No
- Not sure
Do you plan on being away for business or holidays prior to settlement?*
- Yes
- No
- Unsure
Date from
MM slash DD slash YYYY
Date to
MM slash DD slash YYYY
Contract Information
Have you signed a Contract of Sale?
- Yes
- No
Settlement Date
DD slash MM slash YYYY
Are you nominating a Substitute or Co-purchaser?
- Yes
- No
Who are you nominating?
- Person
- Company
How many parties are being nominated?
- 1
- 2
Full Name of Nominee
Prefix First Middle Last
Date of Birth
MM slash DD slash YYYY
2nd Nominee
Prefix First Middle Last
Date of Birth
MM slash DD slash YYYY
Nominee Company Name
ACN
Stamp Duty Concessions
Will the property be your..
- PPR (Principle Place of Residence)
- Investment
NOTE: To be eligible for PPR stamp duty concession, you must intend to reside in the property within 12 months of settlement or within 12 months from the issue of an Occupancy Permit. (conditions apply)
Are you a Health Care or Concession/Pension card holder?
- Yes
- No
Are you a First Home Owner?
- Yes
- No
Have you received any stamp duty concessions in the past?
- Yes
- No
- Unsure
How do you intend to hold the property?
- as Joint Proprietors
- as Tenants in Common
- Need Advice
Finance Details
How are you paying for the property?
- Cash (own funds)
- Financing
Is the contract subject to you obtaining finance?
- Yes
- No
IMPORTANT: Should you be obtaining a loan, but the contract of sale is not subject to finance you will not be able to end the contract on that basis. Please contact eConvey for clarification.
Please provide details of your Mortgage Broker/Banker.
NOTE: Please include their name, firm, phone number and email address
Special Conditions
Are you obtaining a Pest and/or Building Inspection?
- Yes
- No
- Need advice
Is the Purchase "Off the Plan"
- Yes
- No
- Unsure
Please specify Special Conditions, if not referred to above.
Planning and Development
Do you intend to Develop, or Subdivide the property?
- Yes
- No
Have you checked with the local Council about any Planning Restrictions?
- Yes
- No
NOTE: All Purchaser's should check with the local Council about any Planning Restrictions for any permits required to be issued, which may affect the property.
Property Information
Who is currently in possession of the property?
- Vendor
- Tenant
- Unsure
Is the contract "subject to lease"?
- Yes
- No
- Unsure
Do you require "vacant possesion" of the property?
- Yes
- No
How old is the building?

NOTE: Should you not know the exact age, please provide an estimate.
Do you think an building works have been completed in the past 7 years?
- Yes
- No
- Unsure
Is there a swimming pool and/or spa?
- Yes
- No
Do you intend to run a business from the property?
- Yes
- No
- Unsure
Are you aware of any Easements or Covenants affecting the property?
- Yes
- No
- Unsure
Real Estate Agent
Is the property listed with a real estate agent?
- Yes
- No
Is the property a private sale?
- Yes
- No
NOTE: A private sale is where the property has been sold without negotiations being made through a Real Estate Agent.
Please provide Real Estate Agents details.
Any further notes or comments
Referral Source
How did you hear about us?
- You are an existing client
- Family/Friend who is previous/existing client
- Internet
- Yellow Pages
- Real Estate Agent
- Mortgage Broker/Lender
Thank you for taking the time to compete our questionnaire.

Purchasing Property Questionnaire - Copy 1

Property Details

Purchaser Details

1 Purchaser

2 Purchaser(s)

3 Purchaser(s)

4 Purchaser(s)

Business information

Contract Information

Stamp Duty Concessions

Finance Details

Special Conditions

Planning and Development

Property Information

Real Estate Agent

Referral Source