HOW CAN WE HELP YOU?

What type of conveyancing matter do you require assistance with?

Purchasing a Property

Selling a Property

Selling and Purchasing

YOUR DETAILS

Primary Client

Postal Address (if different):

Occupation:

Is anyone else involved in this transaction with you?

Yes

No

Additional Client

First Name:

Middle Name:

Last Name:

Date of Birth:

Mobile Number:

Email Address:

Residential Address:

Occupation:

IDENTIFICATION

Have you already completed a Verification of Identity (VOI)?

Yes

No

Not Sure

Please upload any identification documents you currently have available (e.g. Driver Licence, Passport, Medicare Card, Marriage Certificate, Change of Name Certificate):

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RESIDENCY INFORMATION

Are all clients Australian Citizens or Permanent Residents?

Yes

No

Foreign Ownership Information

Do any purchasers hold a temporary visa?

Yes

No

Not Sure

Do any purchasers primarily live overseas?

Yes

No

Not Sure

Do any purchasers hold citizenship in another country?

Yes

No

Not Sure

Have you already obtained approval from the Foreign Investment Review Board (FIRB)?

Yes

FIRB Approval Number: Upload FIRB Approval:

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No

Not Sure

Not Applicable

PURCHASE SECTION

Property Being Purchased

What is the address of the property you are purchasing?

What is the purchase price?

What is the deposit amount?

Real Estate Agent Details (Purchase)

Agency Name:

Agent Name:

Phone Number:

Email Address:

Has the contract been exchanged?

Yes

Exchange Date (DD/MM/YYYY): Settlement Date (DD/MM/YYYY): Cooling Off Expiry Date (DD/MM/YYYY): Upload Contract for Sale:

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No

Not Sure

Finance Information

How do you intend to fund the purchase?

Home Loan / Mortgage

Lender Name: Broker Name: Broker Contact Details: Approval Status: Finance Due Date (DD/MM/YYYY): Upload Finance Approval:

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Cash Purchase

Combination of Savings and Finance

Lender Name: Broker Name: Broker Contact Details: Approval Status: Finance Due Date (DD/MM/YYYY): Upload Finance Approval:

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Not Yet Finalised

What is the current status of your finance?

Approved

Conditionally Approved

Pre-Approved

Application Submitted

Not Yet Applied

Ownership of the Property

How would you like ownership of the property recorded?

One Owner Only

Joint Owners (Joint Tenants)

Joint Owners (Tenants in Common)

Percentage Ownership for each purchaser:

Not Sure

First Home Buyer Information

Are any purchasers buying their first property?

Yes

No

Not Sure

Do you intend to live in the property after settlement?

Yes

No

Will this property be your principal place of residence?

Yes

No

Have you previously received any First Home Buyer benefits or concessions?

Yes

No

Not Sure

Would you like us to assess whether you may be eligible for any NSW first home buyer concessions or exemptions?

Yes

No

Purchaser Information

What will the property be used for?

My Home

Investment Property

Holiday Home

Vacant Land

Business / Commercial Use

Where are the purchase funds coming from? (Select all that apply)

SavingsSale of Another PropertyGift From FamilyInheritanceHome LoanBusiness IncomeOther

If Other, please provide details:

Who is purchasing the property?

Individual(s)

As Trustee of a Trust

Entity Name: ABN: Upload Trust Deed or Company Documents:

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Company

Entity Name: ABN: Upload Trust Deed or Company Documents:

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SMSF

Entity Name: ABN: Upload Trust Deed or Company Documents:

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SALE SECTION

Property Being Sold

What is the address of the property you are selling?

What is the sale price?

Real Estate Agent Details (Sale)

Agency Name:

Agent Name:

Phone Number:

Email Address:

Has the contract been exchanged?

Yes

Exchange Date (DD/MM/YYYY): Settlement Date (DD/MM/YYYY): Deposit Holder:

No

Not Sure

Please upload a copy of the Contract for Sale:

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Home Loan Information

Is there currently a mortgage or home loan secured against the property?

Yes

Lender Name: Loan Number: Approximate Loan Balance: Upload Mortgage Statement:

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No

Not Sure

Property Occupancy

Is anyone currently living in the property?

Owner Occupied

Tenant Occupied

Managing Agent: Agency Name: Lease Expiry (DD/MM/YYYY): Weekly Rent: Bond Amount: Upload Lease Agreement:

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Vacant

Other

Property Information

Is the property:

Established Residential Property

New Residential Property

Commercial Property

Mixed Use Property

Vacant Land

Are you registered for GST?

Yes

ABN: Accountant Details:

No

Not Sure

Are any registered owners foreign residents for Australian tax purposes, or are you unsure of their tax residency status?

No

Yes

Not Sure

Does the property have a swimming pool or spa?

Yes

No

If yes, do you have a Pool Compliance Certificate?

Yes

Upload Certificate:

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No

Not Applicable

Is there anything we should know about the property?

Yes

Please provide details:

No

If yes, select any that apply:

Building issuesBoundary disputesEasementsCouncil noticesUnapproved structuresNeighbour disputesWater ingress or defects

FOREIGN RESIDENT CAPITAL GAINS WITHHOLDING (FRCGW)

Vendor Tax Information

Tax File Number (Vendor 1):

Tax File Number (Vendor 2, if applicable):

Have you lodged all required personal income tax returns for the previous two financial years?

Yes

No

Please provide details:

One Year Only

Please provide details:

Not Sure

Please provide details:

Authority to Obtain Information:

I authorise LMC Lawyers to make enquiries and obtain information from government authorities, financial institutions, real estate agents, strata managers, mortgagees and other relevant parties where reasonably necessary to progress or complete my conveyancing matter.

ATO Clearance Certificate Authority:

I authorise LMC Lawyers to apply for an ATO Clearance Certificate on my behalf if required.I understand that delays in obtaining a Clearance Certificate may delay settlement.I understand that where a Clearance Certificate is not available at settlement, legislation may require part of the sale proceeds to be withheld and remitted to the Australian Taxation Office.

SALE PROCEEDS

Bank Name:

Account Name:

BSB:

Account Number:

Will any sale proceeds be used to purchase another property?

Yes

No

Not Sure

LINKED SALE AND PURCHASE

Are your sale and purchase transactions connected?

Yes

No

Do both settlements need to occur on the same day?

Yes

No

Is there anything important we should know about settlement arrangements?

PREFERRED COMMUNICATION

How would you prefer us to contact you?

Email

Phone

Who should we contact if there are multiple clients?

Client 1

Client 2

Either Client

COSTS & ENGAGEMENT

Client Acknowledgement:

I acknowledge that LMC Lawyers charges a fixed fee of $3,500.00 (inclusive of GST) for a standard conveyancing matter.I understand that disbursements and third-party charges are payable in addition to the fixed fee.I understand that additional fees may apply if my matter involves issues outside a standard conveyancing transaction.I understand that LMC Lawyers will discuss any additional fees with me before they are incurred.

IMPORTANT INFORMATION

Please confirm the following:

I understand that completing this questionnaire does not mean LMC Lawyers has agreed to act for me.I understand that LMC Lawyers must first complete any required conflict checks before accepting my matter and may provide additional engagement documentation if required.I understand that information provided in this questionnaire may be relied upon when preparing documents and providing legal advice.I understand that identity verification requirements apply to conveyancing matters and additional identification documents may be requested.I understand that my matter may be completed electronically through PEXA or another approved electronic settlement platform.I consent to receiving communications and documents electronically.I understand that eligibility for grants, concessions, exemptions and government assistance programs depends upon my individual circumstances and the information I provide.I acknowledge that additional information or supporting documentation may be required before settlement.I consent to LMC Lawyers collecting, storing and using my information for the purpose of providing legal services.I consent to LMC Lawyers providing information where reasonably required to banks, brokers, government authorities, PEXA, real estate agents and other parties involved in the transaction.

PURCHASER DECLARATION

Purchaser Declaration:

I confirm that the information I have provided regarding residency, first home buyer status, source of funds and intended use of the property is true and correct.I understand that additional approvals, duties, taxes or charges may apply depending on my circumstances.

VENDOR DECLARATION

Vendor Declaration:

I confirm that the Tax File Number(s) provided in this questionnaire are correct.I confirm that the Tax File Number(s), tax residency information and tax return lodgement information provided in this questionnaire are true and correct.I confirm that the information I have provided about the property is true and complete to the best of my knowledge.I have disclosed any known information that may affect the property or the transaction.I agree to notify LMC Lawyers if any information changes before settlement.

FINAL DECLARATION

Final Declaration:

I confirm that the information I have provided is true and correct to the best of my knowledge.I understand that LMC Lawyers may rely on this information when assisting me with my conveyancing matter.

Electronic Signature (type your full name):

Date:

THANK YOU