Purchaser Suite

Client questionnaire when purchaser is a unit trust

UNIT TRUST QUESTIONNAIRE When a unit trust purchases a property, certain notifications need to be provided to the State Revenue Office (SRO) 

Disclaimer and terms for firms using precedents 

If you use these precedents, you and your firm agree to be bound by these terms. 

Email to off-the-plan purchaser summarising amendments to plan of subdivision and whether section 9AC applies 

Please find attached updated plan of subdivision provided by the vendor’s conveyancer. Special condition [insert SC #] of the contract and section 9AC…

First letter to client – commercial purchase 

Thank you for your instructions to act in your commercial purchase.  

First letter to client – OTP purchase 

Thank you for your instructions to act in your off-the-plan purchase.  

First letter to client – standard purchase 

Thank you for your instructions to act on your behalf for your above purchase.  

Introduction letter to banker or broker (off-the-plan) – purchase 

[Client name/s] has/have engaged our office to act on his/her/their/its behalf for the above off-the-plan purchase. 

Introduction letter to banker or broker – purchase 

[Client name/s] has/have engaged our office to act on his/her/their/its behalf for the above upcoming purchase. 

Introduction letter to OS (off-the-plan)  

[Client name/s] has/have engaged our office to act on his/her/their/its behalf for the above off-the-plan purchase, and you act for the vendor. 

Introduction letter to other side  

[Client name/s] has/have engaged our office to act on his/her/their/its behalf for the purchase of the above property.6

Letter to client advising DOL sent  

You should have just received an email from the State Revenue Office (SRO) asking that you review and sign the transferee form for your upcoming purch…

Letter to client attaching one and same stat dec 

Thank you kindly for completing your VOI. I note that your name on your identification documents.

Letter to client before sending S27  

Do not use this precedent if there is something in the section 27 that means the purchaser should NOT release the deposit.

Letter to client if finance extension required 

I note you require an extension to the finance approval date from [current finance date] to [proposed finance date]. 

Vendor Suite

Advice to client who does not want to get owner builder report.docx

LEGAL ADVICE ABOUT THE REQUIREMENT FOR OWNER-BUILDER REPORT/INSURANCE Y 

Deed of Variation 

DEED OF VARIATION OF CONTRACT OF SALE THIS DEED  

Disclaimer and terms for firms using precedents 

If you use these precedents, you and your firm agree to be bound by these terms.  

Introduction letter to OS  

I refer to the above matter and confirm that I act on behalf of the vendor …

Letter to agent sending COS + signed S32 & S27 

I confirm [vendor’s name/s] has/have engaged our office to act on his/her/their/its behalf for the sale of [property address].  

Letter to client on file opening 

Ensure you request any further documents mentioned in the client’s instructions, such as signed lease agreements

Letter to client on settlement day  

Happy settlement day 😊 Please find attached final statement of adjustments and statement of account for your information.  

Letter to client once property sold 

I have received a copy of the unconditional contract signed by all parties.   

Letter to client re earlier settlement date request  

IF CLENT REQUESTS EARLIER SETTLEMENT DATE I can certainly request an earlier settlement date from the purchaser but, before I do, there are a few poin…

Letter to client re S27 in family law sale 

I note your instructions that you would like to have the deposit released early.  For this to happen, you require the purchaser’s consent and it would…

Letter to client re S32 update 

I hope you’re well. I note that it has now been three months since I prepared the contract for [property address]. I strongly recommend that you instr…

Letter to client re terms of licence agreement  

Please see the attached the proposed licence agreement.