Property Report Booking

RFI: Est. Booking/No Inspection_S_Property Cost Estimate Report (#37)

INSTRUCTIONS:

This form guides and automatically saves as you progress (if need be, you will be able to resume on the same device and browser). However, it is always best to complete in one sitting.

To progress through the form, enter the required details on the screen and click the grey ‘Next’ button (bottom right).

Upon successful submission (via blue button, last step), you will receive an email response including all your inputs for review (and amend, if need be).

Note: any technical issues, please report via the red tab (left of screen). Thanks again.

—

Questions in the online form include:

Client Details
Contract/Settlement dates
Purchase/Contract sum price and or Professional Fees (incl. GST)
‘Original Construction Date/Certificate of Occupancy’
File upload opportunity (e.g. construction drawings/floor plan etc.)
Renovations/Capital Improvements’ (if available; costs, completion dates and descriptions)
Reporting details (e.g. if the report is to be made out to a SMSF, Company etc.)
Tax Accountant: Report Forwarding details (if desired)

*Note: we request the above in order to make sure you get the best and most accurate results that we can achieve.

CLIENT:

First Name

Last Name

Phone/Mobile

What best describes you (as the Instructing Officer)?

PROPERTY AND ACQUISITION:

Property Address (relating to the report/service)

Address

Suburb / City

State / Territory

Postcode

Property Type?

Acquisition of property/development

File Upload – Construction drawings/Specifications (i.e. would be in the Contract)

Choose File

File Upload – Plan of Subdivision (i.e. would be appended in the Contract)

Choose File

File Upload – latest Conditions Report (helpful, but not necessary)

Choose File

Contract Signing Date

Settlement Date

Purchase price / Contract sum (including variations), incl. GST ($)

Was ‘land’ included in the purchased?

PROPERTY HISTORY:

If you are not aware of the full history of the property, please call your local Council’s ‘Building and Planning’ department to obtain the following information. E.g. any works requiring a permit will be registered (and claimable in most cases).

Original building construction completion date

Any renovations that you are aware of?

Please list the renovations: date, descriptions and costs below (file upload option below, ‘grey button’)

File Upload – list of renovations and improvements

Choose File

Any items ‘installed’ by you (apart from previously listed renovation/structural works. E.g. kitchen appliances, blinds, carpets etc.)?

List the ‘items installed’ by you: description, install date, cost (file upload option below, ‘grey button’)

REPORTING:

Name to be used on the Report (e.g name, company/SMSF name)

Forward a copy of the Report directly to your Accountant/Tax Agent as well?

Name (Accountant/Tax Agent)

Email (Accountant/Tax Agent)

MISCELLANEOUS:

How did you hear about us?

Name (referrer)

Email (referrer)

Any other comments to add?

Note: After clicking on the Submit button, please wait for the confirmation page to load.

An email will also be sent confirming submission.