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Wise Step Conveyancing

Purchaser Instruction Sheet

This is the instruction sheet your conveyancer works from when you buy. It is the same sheet we would hand you on paper, so it asks for everything the contract, your lender and the State Revenue Office will need from you. Your answers are saved on this device as you go, so you can stop and come back to it, and the completed sheet only reaches us when you sign at the end.

Stuck on a question? Call 0450 016 397 and we will work through it with you.

Everything you type here is encrypted the moment it reaches us and stored where the website itself cannot read it. Only our staff can open it, and none of your answers are ever put in an email. See our privacy policy.

Step 1 of 17

Purchaser 1

The purchaser named first on the contract of sale. Use names exactly as they appear on your identity documents, because the title and the transfer have to match them.

All of them, in full. Leave blank if you have none.

If you see a plain box instead of a calendar, type the date as YYYY-MM-DD, for example 1968-04-23.

Where you live now, including the suburb, state and postcode.

Only if it is different from your current address.

Step 2 of 17

Purchaser 2

If more than two people are buying, add the others in the nomination step further on, or tell us when we call.

Is there a second purchaser?

Answer Yes if two or more people are named as purchasers on the contract.

Purchaser 2 details

All of them, in full. Leave blank if there are none.

If you see a plain box instead of a calendar, type the date as YYYY-MM-DD, for example 1968-04-23.

Leave blank if it is the same as Purchaser 1.

Only if it is different from the current address above.

For example married, de facto, siblings, parent and child, or business partners.

Step 3 of 17

The property you are buying

As it appears on the contract of sale, including the suburb, state and postcode.

The exact name that is to go on the title. Leave blank if you are buying in your own names.

Step 4 of 17

Residency and tax details

The State Revenue Office treats purchasers differently depending on residency, so this is asked of each purchaser separately.

Purchaser 1

Tick every box that applies to you

If none of these apply to you, leave them all unticked and tell us when we call.

Optional. If you would rather not type it here, ring the office and give it to us over the phone. If you do enter it, it is stored encrypted, and it also appears on the PDF copy we email you at the end.

Purchaser 2

Tick every box that applies to Purchaser 2 (optional)

Optional, the same as for Purchaser 1. It can be given by phone instead, and it is stored encrypted.

Step 5 of 17

Manner of holding

Where there are two or more purchasers, the transfer has to say how the parties are to be registered on the title. A sole purchaser has nothing to answer here.

Joint proprietors means that on the death of either party the property will automatically pass to the surviving proprietor. Tenants in common means that on the death of a party their relevant share will pass to that party's estate and be dealt with in accordance with their will.

How are the parties to be registered on title?

If you are not sure which suits you, leave it and raise it with us — it is a decision worth talking through before the transfer is prepared.

For example 50 for a 50/50 split, or 70 for a 70/30 split.

The two shares together should come to 100.

Step 6 of 17

Duty concessions

Our paper sheet lists these Victorian duty concessions. First home buyer duty exemption or concession: a one-off duty exemption for a principal place of residence valued up to $600,000, or a concession for a principal place of residence with a dutiable value from $600,001 to $750,000. Pensioner concession: a one-off duty exemption for a principal place of residence valued up to $600,000, or a concession for a dutiable value from $600,001 to $750,000. Principal place of residence concession: a duty concession where a property you buy, valued up to $550,000, is intended as your primary home. These thresholds are set by the State Revenue Office and are changed from time to time, so read the figures as background rather than as current advice — we will confirm what actually applies to your purchase once we have your contract.

Does any purchaser hold a concession card? (optional)

Please attach a copy of the concession card, both sides, at the documents step near the end of this form. A clear photo taken on your phone is fine.

Step 7 of 17

State Revenue questions — Purchaser 1

These are the State Revenue Office questions from our instruction sheet. Answer them about Purchaser 1.

Your answers here decide which duty exemptions, concessions and grants we have to test for. Answer for yourself only — Purchaser 2 is asked the same six questions on the next step.

Have you previously owned residential property, either jointly, separately, or with another person, before 1 July 2000, in any state or territory of Australia? (optional)
Have you occupied a residential property for a continuous period of at least six months, in which you acquired a relevant interest on or after 1 July 2000? (optional)
Have you previously received the First Home Owner Grant in any other state or territory of Australia? (optional)
Have you previously received the first home buyer duty exemption or concession in the State of Victoria? (optional)
Do you have a spouse or partner who is not listed as a transferee in the contract to purchase this property? (optional)
Are you, or have you ever been, known by any other name? (optional)

Including a maiden name, a married name or an anglicised spelling.

Step 8 of 17

State Revenue questions — Purchaser 2

The same six questions, answered about Purchaser 2. The answers are often different from Purchaser 1, so please go through them rather than copying across.

Has Purchaser 2 previously owned residential property, either jointly, separately, or with another person, before 1 July 2000, in any state or territory of Australia? (optional)
Has Purchaser 2 occupied a residential property for a continuous period of at least six months, in which they acquired a relevant interest on or after 1 July 2000? (optional)
Has Purchaser 2 previously received the First Home Owner Grant in any other state or territory of Australia? (optional)
Has Purchaser 2 previously received the first home buyer duty exemption or concession in the State of Victoria? (optional)
Does Purchaser 2 have a spouse or partner who is not listed as a transferee in the contract to purchase this property? (optional)
Is Purchaser 2, or has Purchaser 2 ever been, known by any other name? (optional)

Including a maiden name, a married name or an anglicised spelling.

Step 9 of 17

Nomination

Are you nominating an additional purchaser who is not already on the contract? (optional)

If yes, please supply full names including all middle names, together with dates of birth.

Full name including all middle names, and date of birth, for each person being nominated.

Step 10 of 17

Trust, superannuation fund and GST

Are you purchasing as trustee for a superannuation fund or family trust? (optional)

Please attach a copy of the trust deed at the documents step, and set out the trustees and the beneficiaries below.

Full names of every trustee and every beneficiary, and the exact name of the fund or trust.

Are you registered for GST? (optional)

If you have one.

Step 11 of 17

About the property

Eight quick questions about the property on the contract. If a contract is still being negotiated, answer for the property as you understand it today.

Are you moving into the property? (optional)

If it is vacant land, answer Yes if you intend to live there within 12 months of settlement.

Is this a property for investment? (optional)
Does the property have solar panels? (optional)
Is the property currently tenanted? (optional)
Do you require vacant possession? (optional)
Does the property have a separate car space? (optional)
Does the property have a pool or spa? (optional)
Does the property have a granny flat, bungalow or separate single unit? (optional)

Step 12 of 17

The real estate agent

The agent acting for the vendor on this sale. Leave anything you do not have and we will get it from the contract.

The agency, and the person you have been dealing with.

Step 13 of 17

Your lender or broker

Please attach a copy of any pre-approval you hold at the documents step. If you are buying without finance, leave this step blank.

The date finance approval is due under the contract, if there is one.

If you see a plain box instead of a calendar, type the date as YYYY-MM-DD, for example 1968-04-23.

If your lender has given you one. It is stored encrypted.

Step 14 of 17

How we keep in touch

How would you prefer to receive correspondence and letters from us?
Would you prefer to sign all documents in person at our office? (optional)

If yes, we will arrange an appointment with you. An in-person signing appointment attracts a fee, which we will confirm with you before we book it.

A name, an agency, or just tell us where you found us.

Step 15 of 17

Your documents

What to attach, if it applies to you

Not all of these will. Send the ones you have and leave the rest — we will tell you if anything is genuinely needed, and you can email it through later.

  • A copy of the signed contract of sale, if it has been signed
  • The Section 32 vendor statement (Victoria) or Form 1 (South Australia), if you have a copy
  • Photo identification for every purchaser — a driver licence or passport
  • A copy of your concession card, both sides, if you hold one
  • A copy of any loan pre-approval from your lender or broker
  • A copy of the trust deed, if you are buying as trustee for a trust or superannuation fund

Attach whatever you have to hand: the contract of sale, the vendor statement, your concession card, a loan pre-approval, photo identification for each purchaser, and the trust deed if you are buying as trustee. Photographs taken on your phone are fine as long as every page is readable. Anything you do not have yet can follow later — it will not hold up the rest of this form.

You can select several files at once. PDF, photos and Word or Excel files are accepted.

Drop your files here, or choose them from your phone or computer. A photo of a document is fine, as long as the whole page is in the picture and the writing is readable.

    PDF, JPG, PNG, WEBP, HEIC, Word or Excel. Up to 20 files, 15MB each and 50MB altogether. Anything you attach is encrypted as soon as it reaches us, and it is never passed on by email.

    Step 16 of 17

    Where we send your copy

    We email you a PDF of everything you have filled in, so you have your own record.

    We send the completed form to this address as a PDF.

    A partner, co-purchaser or your broker, if you would like them to have it.

    The PDF is a complete copy of this sheet. It includes everything you have entered, including your tax file number and your loan number if you filled those in. Send it only to an address you control, and keep it somewhere safe once it arrives.

    Step 17 of 17

    Check and sign

    Read back through your answers, then type your full name, tick the declaration and sign in the box with your finger, a stylus or your mouse. If a second purchaser is buying with you, one of you signs here and we will have the other sign when we send the documents out.

    Your signature

    Sign in the box with your finger on a phone or tablet, with a stylus, or with the mouse on a computer. If drawing is difficult, type your full name underneath and tick the declaration. Those two are what we treat as your signature either way.

    Sign with your finger on a phone or tablet, or hold down the mouse button and draw. Clear it and start again as often as you like.

    Type it the way it appears on the contract or the title.

    This form carries the date you send it. Today that is 24 September 2026.

    Would you rather sign on paper? Call us on 0450 016 397 and we will get a printed copy to you instead.

    A conveyancer reads this, not an auto-responder. You will get a reference number on the screen as soon as it arrives.

    Answer what you know. If something is not settled yet, leave it blank and tell us when we speak — a gap we can ask about is safer than a guess we act on.

    Everything about the property itself is asked once, not once per purchaser, so the second purchaser only fills in their own details and their own State Revenue answers.

    Your answers, your signature and anything you attach are encrypted the moment they reach us, and our staff read them through a password-protected area. We also email a PDF copy of the completed sheet to the address you give just before you sign, so you have your own record of what you told us.

    We will never email you to say our bank details have changed. If you ever get an email like that, even if it looks like it came from us, call the office on the number at the top of this page before you send any money.

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