What to Bring Series Part 1 - Conveyancing Appointment
This post is one of a three part series setting out what to bring with you to an appointment in our offices. What we recommend you bring to an appointment depends largely on what we will be helping you with.
At Shaw & Bunner Legal we are passionate about property and can assist with both the purchase and sale of property. If you would like us to act for you as when you are either purchasing or selling property then we will arrange an appointment either to take place either in our office or over the phone so that we can obtain information from you about the conveyance. To help us obtain as much information as possible from you at this appointment to enable us to act in a timely manner, we have prepared some lists of information to have handy at your appointment.
Sale & Purchase:
It is a legal requirement to have your identity verified prior to purchasing or selling a property. There are a number of ways we can do this:
- If you are coming in to the office for an appointment then we will verify your identity at that time. Please ensure that you bring original documents to the appointment including for example your driver licence, Medicare Card and Financial institution debit/credit card.
- If you are not attending an appointment in office then you can have your identity verified at Australia Post, you will need to complete one of their forms. You should contact Australia Post to arrange a time to see them and ask them the fees they will charge to complete the verification of your identity.
- If you are not attending an appointment in office and you are ‘tech savvy’ then we can verify your identification remotely using an app on your mobile phone called IDfy. We will take you through this process step by step, it involves you taking photos of your ID and us making a video call to you to verify your ID.
If you are selling a property it is helpful for you to bring the following information/ documents to your appointment.
1. Any documents you hold relating to the property including a copy of your land rates notice, water rates notice, survey report and building certificate.
2. The Certificate of Title (if in your possession).
3. Details of real estate agent who you are listing the property with.
4. Details of any inclusions and any exclusions.
5. If the property is subject to a mortgage, the name of the financial institution, branch address, loan number and approximate amount owing.
6. If the property is current being leased, a copy of the current lease and details of the managing agent.
7. A copy of the Contract of Sale from when you purchased the property if you have one.
8. If the property has a swimming pool then a copy of the certificate of compliance or non-compliance, if already issued.
9. Information about any structural building works you have carried out on the property. Including where applicable, details of the following: development application consent from council, home warranty insurance, details of builder and occupation certificate.
10. If you have been issued with a written statement of any kind by any authorities that the property is affected by any proposals please bring a copy. For example statements issued by Council, Roads and Maritime Services, Department of Education, Electrical Authority, State Rail and Rail Access etc.
11. If selling as a company, details of name, ABN/ACN, Directors, Shareholders and address.
12. If selling as a trust, details of the trust name, ABN, Trustees, copy of the Trust Deed.
If you are purchasing a property it is helpful for you to bring the following information/ documents to your appointment.
1. Details of the property including address, property type and inclusions.
2. A copy of the sales advice and Contract if you have a copy.
3. Information about whether you are purchasing as owner occupation, or for investment or development.
4. Name of agent who introduced you to property.
5. If you are purchasing the property with someone else details about whether it will be as:
i. Joint Tenants - Upon your death your share of the property goes to the survivor/s; or
ii. Tenants-in-common - Upon your death your share of the property is distributed in accordance with your Will.
6. Details of any reports you have already obtained such as pest report, building report.
7. If you are you obtaining finance, details of financial institution. Do you have unconditional written confirmation of finance.
8. If selling as a company, details of name, ABN/ACN, Directors, Shareholders and address.
9. If selling as a trust, details of the trust name, ABN, Trustees, copy of the Trust Deed.
Please do not be concerned if you do not have some of the documents listed as they will not all be applicable in every conveyance.
If you would like to book an appointment or if you have any questions please phone our office on (02) 4046 1805 or email us at firstname.lastname@example.org.