Report checklists

Prepare the right information before requesting a report

These checklists help property owners, investors, strata managers, borrowers and advisers gather the information commonly needed for tax depreciation schedules, insurance valuations, construction funding reports and progress claim reviews.

Tax Depreciation Schedule Checklist

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Property address and ownership details
Settlement date and purchase contract where available
Approximate construction date or renovation history
Rental or income-producing use details
Relevant invoices, plans or building information
Accountant contact details if the report should be sent directly

Insurance Valuation & Replacement Cost Checklist

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Property address and building type
Current insurance schedule or sum insured if available
Strata plan, building plans or area schedule where relevant
Details of major services, lifts, basements or complex access
Recent works, upgrades or known building changes
Renewal deadline or committee meeting date

Initial Financier Report Checklist

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Lender, broker, valuer or finance request
Property address and project description
Approved plans, specifications or drawings where available
Builder contract, owner-builder budget or project cost summary
Quotes, costings or budget breakdowns supporting the funding request
Finance timing, approval stage or expected first drawdown date

Cost to Complete / Progress Claim Report Checklist

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Current progress claim, drawdown request or lender instruction
Photos showing the current construction stage
Original contract, budget, cost plan or approved project estimate
Invoices, payment records and variation details where available
Summary of completed works and remaining works
Any valuer, lender or progress payment deadline

Referral Checklist

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Client name and contact details
Report type or decision the client needs to support
Property address and property type
Urgency, tax deadline, renewal date or meeting date
Any known documents already available
Preferred contact pathway for the client

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Ready to request a quantity surveying report?

Send us the property details and tell us whether it is for tax depreciation, insurance/replacement cost, construction finance, or a progress claim. We will confirm the right report, required documents and expected turnaround.

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