Before signing or reviewing 0/3 completed Identify the occupation status Write whether the occupant is a tenant, family member, employee, seller, caretaker, short-term guest, or disputed occupier. Not started › Record transfer and occupation dates List offer dates, transfer steps, occupation date, rental dates, notice dates, inspection dates, and handover expectations. Not started › Flag lease and eviction risk Mark fixed-term lease, verbal lease, deposit dispute, arrears, breach notices, tribunal complaints, eviction threats, or vacant-occupation promises. Not started ›
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Book a ConsultationBefore the consultation 0/4 completed Collect sale and transfer records Prepare the offer to purchase, sale agreement, conveyancer correspondence, rates/levy notes, transfer timeline, and occupation clauses. Not started › Collect lease and payment records Prepare lease agreement, addenda, rental statements, deposit proof, inspection reports, notices, arrears records, and tenant correspondence. Not started › Collect condition and access records Prepare ingoing inspection, outgoing inspection if any, photos, repairs, keys, access notes, utilities, body-corporate rules, and municipal records. Not started › Prepare route questions Ask what must be clarified before transfer, what the purchaser assumes, what notices may be needed, and what should be written into the sale terms. Not started ›
During the consultation 0/3 completed Ask which agreement controls Confirm how the sale agreement, lease, addenda, body-corporate rules, and occupation clauses interact. Not started › Ask about deposit and handover Confirm deposit handling, rental apportionment, inspection duties, keys, utilities, and responsibility for repairs. Not started › Ask what not to do Confirm what should not be cancelled, promised, locked, withheld, or changed before advice and proper process are clear. Not started ›
Save final terms Keep final sale terms, lease records, conveyancer instructions, deposit notes, inspection records, and advice notes together. Not started › Calendar transfer and occupation dates Track transfer milestones, rent dates, notice dates, inspection dates, handover dates, and follow-up tasks. Not started › Update the file after handover Add keys, meter readings, inspection photos, deposit records, tenant communications, and repair notes. Not started ›
When It Applies You are buying, selling, or reviewing a property where a tenant may stay in occupation after sale or during transfer.
You need to separate conveyancing, lease, deposit, occupation, notice, eviction-risk, and handover questions before signing or proceeding.
Not For Eviction advice, cancelling a lease, changing locks, withholding services, or removing a tenant without tailored legal advice and the correct process. Documents Offer to purchase Sale agreement Lease agreement Rental statement Deposit proof Inspection reports Tenant notices Conveyancer correspondence Body-corporate rules Photos Question list Timeline Before signing: identify occupation status and lease risk. Before transfer: collect sale, transfer, lease, payment, and condition records. During consultation: confirm controlling documents, deposit, handover, and process risks. Afterwards: calendar transfer, occupation, rent, and inspection dates. Tips Do not treat vacant occupation as certain unless it is properly documented. Keep lease and sale documents in separate sections. Ask who holds the deposit and what happens at transfer. Record inspection facts with dates and photos. Warning Signs Vacant occupation is promised but a tenant is still in place. There are arrears, deposit disputes, missing lease records, or tribunal complaints. Access or inspection is refused. Someone suggests changing locks, cutting services, or forcing a move without proper process.