CHAD Property Buyer's Brief

Register Primary Detail

First Name

Last Name

Email *

Phone *

Part I Individual Details

This information pertains to the individuals either purchasing the property or if they are directly or indirectly related to the purchasing entity (if the purchasing entity is a Trust (Family Trust/SMSF/Unit Trust), Company or others.

Number of Buyer

How many total number of buyers are there? *

1
2
3
4
No elements found. Consider changing the search query.
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Buyer 1 Details

Legal First Name

Legal Middle Name

Legal Last Name

Primary Email

Alternate Email

Mobile Number

Date of birth

Buyer 2 Details

Legal First Name

Legal Middle Name

Legal Last Name

Primary Email

Alternate Email

Mobile Number

Date of Birth

Buyer 3 Details

Legal First Name

Legal Middle Name

Legal Last Name

Primary Email

Alternate Email

Mobile Number

Date of Birth

Buyer 4 Details

Legal First Name

Legal Middle Name

Legal Last Name

Primary Email

Alternate Email

Mobile Number

Date of Birth

Part II Purchaser Entity

This information relates to the actual Purchasing Entity, particularly if the entity is not under the individual names. During offer stage, this information is required by the selling agent. Hence, it is good to have this information handy upfront.

How many Purchasing Entities are involved? *

1
2
3
4
No elements found. Consider changing the search query.
List is empty.

Purchasing Entity 1

Type of Entity *

Undecided
Personal Names
SMSF
Family Trust
Unit Trust
Company
Others
No elements found. Consider changing the search query.
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Full Name of Entity *

Purchasing Entity 2

Type of Entity 2

Full Name of Entity 2

Purchasing Entity 3

Type of Entity 3

Full Name of Entity 3

Purchasing Entity 4

Type of Entity 4

Full Name of Entity 4

Part III Type of Ownership

no ownership selected

Type of Ownership of the Property:

Joint Tenant – Joint tenants have an equal share in the ownership of an asset. If a joint tenant dies, the other tenant (or tenants) has a right of survivorship. The deceased tenant's interest is not an asset of their estate. See ATO website: Here

Tenant in Common - Tenants in common are 2 or more people who separately own a percentage of a property. The percentages may be unequal. See ATO website: Here

Single Entity Ownership only - there is only one single entity involved in the purchase (for example SMSF, or Family Trust)

If Tenants in Common: what are the percentage split amongst parties?

Entity 1 Split (in %)

Entity 2 Split (in %)

Entity 3 Split (in %)

Entity 4 Split (in %)

Part IV Buyer's Brief

This is a list of property details that you are looking for in an ideal situation. While we may not be able to cater to every request, this will give us a better understanding of your investing criteria. The more criteria there is, the harder it is to find the ‘perfect property’ that fits all criteria. On the other hand, if you are unsure, don’t worry, is it ok to leave it blank and we can iron this as we go along this journey together.

Do you have finance pre-approval?

Yes

No

If Yes, what is the approved borrowing budget?

If no, do you need assistance?

Yes

No

Are you ready to purchase now?

Yes

No

If Yes, then what would be a desirable timeframe?

0 - 3 Months

3 - 6 Months

6 - 12 Months

If No, then when would you want to purchase?

Do you require vacant possession (i.e. any existing tenant to vacate before settlement)?

Yes

No

Does not need to be vacant before settlement. If tenant look after the property well, we’re happy to continue the rental contract with pre-existing tenant.

Are you prepared to renovate?

Yes

No

If Yes, Renovation Funds:

Does your finance exclude any locations or types of properties?

Is your finance subject to a minimum land or floor area (if so, give details in square meters)?

Your Price Range:

Minimum (in AUD)

Maximum (in AUD)

If the property is for investment, are you intending to lease it furnished or unfurnished?

Furnished

Unfurnished

Part V Features of the Property

Land size (in sqm):

Property size (in sqm):

How many bedrooms?

How many bathrooms?

How many car spaces?

Mandatory features?

Desirable features (not mandatory)?

Links to internet websites showing any particular properties that you like?

Preferred city/suburbs or state?

What is the purpose of your purchase?

Residential investment

Residential owner-occupied

If Other, please specify purpose

What is your focus for this property? (If for investment purposes)

Rental Yield

Capital Growth

Do you prefer positively or negatively geared investment?

Positively Geared

Negatively Geared

Other

If Other, Please specify

How long have you been looking?

Just starting

1-2 months

3-4 months

+4 months

What is your key criteria?

Location

Capital growth

Less stress

Best price

Interstate

Diverse portfolio

Yield

Cash flow

Private

Save money

Expat/ Overseas

Factory/ Industrial

Other

If Other, Please specify your key criteria