Application Form and Lodgement Guide | My Assignment Tutor

First Home Owner Grant(New Homes) SchemeApplication Form and LodgementGuide for New HomesNovember 2019LODGEMENT GUIDE | First Home Owner Grant 2019 2 of 22ContentsFive easy steps to claim your grant 3Your obligations 4Penalties 4Providing incorrect or misleading information 4Lodgement guide 5Supporting evidence 6Transaction type 7When will the grant be paid? 9When do I have to move in and for how long? 9Common errors and misunderstandings 10Terms used 11Guide to completing the application 13Application Form for New Homes 14First Home Owner Grant(New Homes) SchemeApplication Form and LodgementGuide for New HomesLODGEMENT GUIDE | First Home Owner Grant 2019 3 of 22Five easy steps to claim your grant2 3 4 5Complete application formComplete all relevant sections.Lodge applicationSubmit to your approved agent or theRevenue NSW.Supply all supporting evidenceComplete the checklist to ensure all requiredsupporting documentation is attached.Check your applicationReview your application to make sure it isaccurate and complete. You may beprosecuted if you knowingly or recklessly lodgean application that is materially incorrect.1Read lodgement guideImportant information to read beforecompleting and submitting your application.LODGEMENT GUIDE | First Home Owner Grant 2019 4 of 22Your obligationsAs an applicant for the First Home Owner Grant (New Homes), you mustensure that the information contained in your application is complete andcorrect.It is an offence for a person to make a false or misleading statementwhen applying for the grant. Therefore, if you are unsure about any ofyour obligations or the information that is required in the application, it isimportant that you consult our website or contact us for clarification.Please refer to page 21 for our contact details.If your application is approved and the grant paid, you will be notified inwriting of the conditions you are required to satisfy, including the residencerequirements.If you are unable to satisfy any of these conditions, you must notify theCommissioner within the required timeframe and repay the grant. If you donot meet these obligations, you may be subject to penalties.PenaltiesAs part of its role in administering the First Home Owner Grant (New Homes)Act 2000 (the Act), Revenue NSW checks all applications and conductsongoing investigations to ensure that applicants comply with the conditionsof the Act. If applicants receive the grant when they are not entitled, or donot comply with the residence requirements, penalties up to 100 per centmay be imposed.Providing incorrect or misleading informationProviding incorrect or misleading information to Revenue NSW is a criminaloffence. If it is determined that an applicant has provided incorrect ormisleading information to obtain, or attempt to obtain, the grant thenprosecution action may be commenced.All applications undergo a rigorous review where applicants are checked forformer home ownership in NSW and interstate. Other checks into spouse/de facto partner status, council records, title information and financeparticulars are undertaken on a routine basis.LODGEMENT GUIDE | First Home Owner Grant 2019 5 of 22 Applicants must:ƒ fully complete and lodge the application form with all relevantsupporting evidenceƒ be a natural person (i.e. not applying as a company or trust),at least 18 years of age and whose interest in the property isnot held subject to a trustƒ ensure at least one applicant is an Australian citizen or apermanent residentƒ be buying or building a new home for which the contract wassigned on or after 1 July 2014 or building a new home as anowner builder where building commenced on or after 1 July2014ƒ By buying or building a new home for which a contract wassigned on or after 1 October 2012 and before 1 July 2014,or as an owner builder where building commenced on or after1 October 2012 and before 1 July 2014 for which the totalvalue of the property does not exceed the $650,000 cap, orƒ Be buying a new home for which a contract was signed on orafter 1 July 2014 and before 30 June 2017 for which the totalvalue of the property does not exceed the $750,000 cap, orƒ Be buying a new home for which a contract was signed on orafter 1 July 2017 for which the total value of the property doesnot exceed the $600,000 cap, orƒ Be building a new home for which a contract signed on orafter 1 July 2014, or as an owner builder where buildingcommenced on or after 1 July 2014 for which the total valueof the property does not exceed the $750,000 cap.ƒ ensure each person holding a relevant interest in the propertyis an applicantƒ ensure at least one applicant will reside in the home as theirprincipal place of residence for a continuous period of at leastsix months commencing within 12 months of completion ofthe eligible transaction. Where an applicant was a memberof the permanent forces of the Australian Defence Force andall applicants were enrolled on the NSW electoral roll, as atthe commencement date of the eligible transaction, then allapplicants are exempt from the residence requirement.Applicants and their spouse/partner must not:ƒ have previously received the a First HomeOwner Grant in any State or Territory ofAustralia. If a grant was received but laterpaid back together with any penalty, youmay be entitled to the grantƒ have previously owned or held a relevantinterest in a residential property anywherein Australia prior to 1 July 2000ƒ have occupied for a continuous period ofat least six months, a residential property inwhich they acquire a relevant interest on orafter 1 July 2000 anywhere in Australia. Lodgement guideEach applicant should read this information before completing andsubmitting the application form.How to lodge your applicationYou can lodge your application with:ƒ the approved agent who is providing your finance.A list of approved agents can be found atwww.revenue.nsw.gov.au/grants/fhog/agentsIf you require the grant for settlement or first draw down/progress payment,you must lodge your application with an approved agent. ƒRevenue NSW.Refer to back page for address details. Note: Applications cannot be lodged with Revenue NSW until after thecompletion of the eligible transaction.To applyLODGEMENT GUIDE | First Home Owner Grant 2019 6 of 22 If lodging with an approved agentIf lodging with Revenue NSWNot applicableƒ Australian Drivers Licence (current)ƒ Passport (current)ƒ Firearms licence (current)ƒ NSW photo card issued by Roads and Maritime Services. Supporting evidenceProof of identity If lodging with an approved agentIf lodging with Revenue NSWEach applicant and their spouse/de facto partner must providea Category 1 document.The remaining identity checks will be performed by theapproved agent.Each applicant and their spouse/de facto must provide onedocument from each of the four categories (four documentsper person). A single document cannot be used for more thanone category.Do not send original documents. Only send copies. If lodging with an approved agentIf lodging with Revenue NSWIf born in Australia:ƒ Australian Birth Certificate issued by the Registry of Births,Deaths & Marriages (birth extracts and passports are notacceptable).If born overseas:ƒ Foreign passport and current Australian Visa issued forentry into Australiaƒ Foreign passport and Citizenship Certificateƒ New Zealand passportƒ Australian passport (only accepted where a foreignpassport is no longer available).ƒ If you are unable to provide your Foreign Passport youmust provide a written statement explaining;– Why the Foreign Passport is not available,– The full name that was shown on the ForeignPassport, and– The date you arrived in Australia New Zealand citizens must be living in Australia as at thecommencement date of the eligible transaction.Note: At least one applicant must be an Australian citizenor permanent resident as at the commencement date of theeligible transaction.If born in Australia:ƒ Australian Birth Certificate issued by the Registry of Births,Deaths & Marriages (birth extracts and passports are notacceptable).If born overseas:ƒ Foreign passport and current Australian Visa issued forentry into Australiaƒ Foreign passport and Citizenship Certificateƒ New Zealand passportƒ Australian passport (only accepted where a foreignpassport is no longer available).ƒ If you are unable to provide your Foreign Passport youmust provide a written statement explaining;– Why the Foreign Passport is not available,– The full name that was shown on the ForeignPassport, and– The date you arrived in Australia New Zealand citizens must be living in Australia as at thecommencement date of the eligible transaction.Note: At least one applicant must be an Australian citizenor permanent resident as at the commencement date of theeligible transaction. Category 2 – Link between identity and person If lodging with an approved agentIf lodging with Revenue NSWNot applicableƒ Medicare cardƒ Motor vehicle registrationƒ Centrelink or Department of Veterans Affairs cardƒ Debit/credit card of a financial institution. Category 3 – Evidence that the person operates in the community If lodging with an approved agentIf lodging with Revenue NSWNot applicableƒ Utility documents of residential address (e.g. bills forelectricity, gas, water, etc)ƒ Insurance policy with current residential addressƒ Statement of account of a financial institution. Category 4 – Evidence of the person’s residential addressCategory 1 – Evidence of Australian citizenship or permanent residencyLODGEMENT GUIDE | First Home Owner Grant 2019 7 of 22Transaction typeEvidence relating to the transaction If lodging with an approved agentIf lodging with Revenue NSWƒ a copy of the contract for the sale of land dated andsigned by the vendorƒ a statement from the vendor/vendor’s legal representativeor other evidence which shows that this is the first sale ofthe home and that the home has never been previouslyoccupied since completion of construction.ƒ a copy of the contract for the sale of land dated andsigned by the vendorƒ a title search showing the applicant(s) as the registeredproprietor(s) (except for Terms Contracts)ƒ a statement from the vendor/vendor’s legal representativeor other evidence which shows that this is the first sale ofthe home and that the home has never been previouslyoccupied since completion of construction. If lodging with an approved agentIf lodging with Revenue NSWƒ Has been created through renovations in which all, orsubstantially all of a building is removed or replaced(whether or not the renovations involve the removalor replacement of foundations, external walls, interiorsupporting walls, floors or staircases), andƒ As renovated, has not been previously occupied or soldas a place of residenceƒ Has been created through renovations in which all, orsubstantially all of a building is removed or replaced(whether or not the renovations involve the removalor replacement of foundations, external walls, interiorsupporting walls, floors or staircases), andƒ As renovated, has not been previously occupied or soldas a place of residence 1. Contract to purchase a new home or an ‘off the plan’ new homeIn addition, where the purchase is:A Substantially renovated home is a home that If lodging with an approved agentIf lodging with Revenue NSWƒ Change of nameEvidence of a change of name is required if the name onany of the documents presented is different to the nameof the applicant or spouse/partner.ƒ MarriedProvide a copy of your marriage certificate, issued by theRegistry of Births, Deaths and Marriages.ƒ DivorcedProvide a copy of your divorce certificate/decree nisi.ƒ WidowedProvide a copy of the death certificate of your spouse/partner, issued by the Registry of Births, Deaths andMarriages.ƒ SeparatedProvide a statutory declaration with the followinginformation:► the name of your former spouse/partner► spouse/partner’s date of birth► the date you were married or commenced your defacto relationship► the date you separated► your former spouse/partner’s current address(if known)► a statement to the effect that you do not live togetherand have no intention of resuming cohabitation.Provide evidence of separation (e.g. change of residentialaddress).ƒ Change of nameEvidence of a change of name is required if the name onany of the documents presented is different to the nameof the applicant or spouse/partner.ƒ MarriedProvide a copy of your marriage certificate, issued by theRegistry of Births, Deaths and Marriages.ƒ DivorcedProvide a copy of your divorce certificate/decree nisi.ƒ WidowedProvide a copy of the death certificate of your spouse/partner, issued by the Registry of Births, Deaths andMarriages.ƒ SeparatedProvide a statutory declaration with the followinginformation:► the name of your former spouse/partner► spouse/partner’s date of birth► the date you were married or commenced your defacto relationship► the date you separated► your former spouse/partner’s current address(if known)► a statement to the effect that you do not live togetherand have no intention of resuming cohabitation.Provide evidence of separation (e.g. change of residentialaddress). Additional supporting evidence if any of the following appliesLODGEMENT GUIDE | First Home Owner Grant 2019 8 of 22 If lodging with an approved agentIf lodging with OSRApplication must be lodged with Revenue NSWƒ a copy of the transfer dated and signed by all partiesƒ evidence that there was an eligible transaction for thepurchase of the property, (e.g. written statement from thebuyer and the seller stating the terms of the agreement,the date the agreement was made and the agreedpurchase price)ƒ evidence that the consideration has been paid by theapplicant, (e.g. provide copies of bank statements ofthe applicant showing the payment (withdrawal) of thepurchase money at settlement and any copies of loanagreements, solicitors instructions or receipts for paymentof the consideration)ƒ evidence of total value of the property (house and land)dated within the last 12 months – attach one of thefollowing:► copy of the stamped contract or transfer whichshows the dutiable amount in the stamping details► a copy of the property valuation by a suitablyqualified valuer a copy of the property valuationobtained by your financial institution for the approvalof your loan► a copy of a market appraisal by a registered realestate agent. From a related party or where there is no written contract 2. Contract to build a home If lodging with an approved agentIf lodging with Revenue NSWƒ a copy of the contract to build, dated and signed by allpartiesƒ evidence of unencumbered value (land only), attach oneof the following (where more than one is available, pleaseprovide the most recent):► a copy of a current valuation by a suitably qualifiedvaluer (includes bank valuation)► a copy of a current stamped contract or transfer forthe purchase of the land.ƒ a copy of the contract to build, dated and signed by allpartiesƒ Final statement/invoice from the builderƒ a copy of the occupation certificate or a Final InspectionCertificateƒ title search showing the applicant(s) as the registeredproprietor(s)ƒ evidence of unencumbered value (land only), attach oneof the following (where more than one is available, pleaseprovide the most recent):► a copy of a current valuation by a suitably qualifiedvaluer (includes bank valuation)► a copy of a current stamped contract or transfer forthe purchase of the land. 3. Owner builder If lodging with an approved agentIf lodging with Revenue NSWOwner builders must lodge their application with RevenueNSWƒ a copy of the approval from council for the laying of thefoundations or receipt for foundationsƒ a copy of the occupation certificate or a Final InspectionCertificateƒ a copy of the documentary evidence of building costsincurred for the construction of the home. The proofsubmitted must total an amount equal to or greater thanthe grant and must not include your own labour costsƒ title search showing the applicant(s) as the registeredproprietor(s)ƒ evidence of total value of the property (house and land) asat completion of construction, attach one of the following:► a copy of the property valuation by a suitably qualifiedvaluer► a copy of the property valuation obtained by yourfinancial institution for the approval of your loan► a copy of a market appraisal by a registered realestate agent. LODGEMENT GUIDE | First Home Owner Grant 2019 9 of 22 If lodging with an approved agentIf lodging with OSROn date of settlement if applicationhas been made prior to settlement orwithin 15 working days of lodging acomplete application up to 12 monthsfrom date of the completion of theeligible transaction.Within 15 working days of lodging acomplete application, after completionof the eligible transaction. When will the grant be paid?The date the grant is paid depends on whether you are building or buying,and if you are applying through an approved agent or through Revenue NSW.The following table details the various scenarios: Purchase of a new or off-the-plan home Contract to build If lodging with an approved agentIf lodging with Revenue NSWOn date of any progress paymentif application has been made priorto completion of the home orwithin 15 working days of lodging acomplete application up to 12 monthsof the date of the completion of theeligible transaction.Within 15 working days of lodging acomplete application, after completionof the eligible transaction. Owner builder If lodging with an approved agentIf lodging with Revenue NSWMust be lodged with Revenue NSW.Within 15 working days of lodging acomplete application, after completionof the eligible transaction. Terms contract If lodging with an approved agentIf lodging with Revenue NSWMust be lodged with Revenue NSW.Within 15 working days of lodging acomplete application with evidence thatan applicant has taken up occupationof the home, and the residencerequirement has been met. When do I have to move in and for how long?ƒ At least one applicant must live in the home as their principal place ofresidence for at least six continuous months commencing within 12months of completion of the eligible transaction.Where an applicant was a member of the permanent forces of theAustralian Defence Force and all applicants were enrolled on the NSWelectoral roll, as at the commencement date of the eligible transaction.ƒ It is the responsibility of the applicant to satisfy the Commissioner thatthey have met the residence requirement. Applicants may be requiredto verify this later by providing documentation supporting their period ofoccupancy.ƒ Should you not meet the residence requirement, you must contactRevenue NSW within 14 days after the period allowed for occupation,notifying Revenue NSW in writing and repay the grant.LODGEMENT GUIDE | First Home Owner Grant 2019 10 of 22Common errors and misunderstandingsSome of the common errors and misunderstandings identified by RevenueNSW compliance activity are outlined below. This information is provided toassist you to understand and meet your obligations.ƒ Failing to read and understand ALL of the eligibility criteria.ƒ Failing to read and understand the warnings and penalties associatedwith lodging a false or misleading application.ƒ Failing to make the property the recipient’s principal place of residence.ƒ Failing to disclose previous names, including previous married name(s).ƒ Misunderstanding the residence requirements; for example, believingthat:► as long as the grant property is left vacant for six months and notleased, the residence requirements are met► renovating the grant property whilst using another residence to cook,shower, sleep, etc, complies with the residence requirements► living in the grant property for a period of less than six months isacceptable without seeking the Commissioner’s approval.Commencing occupation of the home after the 12 month period isacceptable without seeking the Commissioner’s approval.If you are unsure, please consult our website or contact Revenue NSW.LODGEMENT GUIDE | First Home Owner Grant 2019 11 of 22Terms usedApplicantA person applying for a grant who, on completion of thepurchase of a home or construction of a new home, willown or hold a relevant interest in the land on which thehome is built, except for a small interest holder.Approved agentAn organisation approved by Revenue NSW that isauthorised to process applications for the First HomeOwner Grant.Cap amountThe cap amount is the maximum total value of theproperty to be eligible for a grant. The cap amount foreligible transactions entered into between 1 July 2014and 30 June 2017 is $750,000. From 1 July 2017 thecap amount for:• the purchase of a new home from is $600,000• the total transaction value for a contract to build anew home, or for owner builders is $750,000Commencement date of the eligible transactionDate of contract to purchase or build a new home,or for an owner builder – date the foundationscommenced to be laid.CommissionerChief Commissioner of State Revenue,New South Wales.Completion of the eligible transactionWhen the applicant is entitled to possession of theproperty under the contract, or the eligible buildingis ready for occupation as a place of residence and(except for Terms contracts) the applicant is registeredon the certificate of title.Contract to buildA comprehensive building contract where a builderagrees to build a home, from the time the building startsto when it is finished and is ready for occupation.ConsiderationThe purchase price or cost of construction of the home.Eligible transactionThe contract for the purchase of a new home, contractto build a home or construct a home as an ownerbuilder on or after 1 October 2012.Final Statement/Invoice from Builderthe final statement/invoice form the builder includingall variations.HomeA building, affixed to land, that may be lawfully usedas a place of residence and is, in the Commissioner’sopinion, suitable for use as a place of residence.Home built to replace demolished premisesA home is a home built to replace demolished premises if:a) The home has been built to replace demolishedpremises on the same land, andb) the home built to replace the demolished premises,has not been previously occupied or sold as aplace of residencec) the owner(s) of the home did not occupy thedemolished premises as a place of residencebefore demolition.Natural personA person (does not include a company or trust).New homeA home that has not been previously occupied or soldas a place of residence, and includes a substantiallyrenovated home and a home built to replacedemolished premises.Notifiable eventWhen any part of the eligibility criteria is not met, theapplicant(s) must notify the Commissioner within 14days of the event.An example would be where an applicant is not ableto satisfy the residence requirement or where the totalvalue exceeds the cap amount.Off the PlanA contract for the purchase of the home on a proposedlot in an unregistered plan of a subdivision of land.An example is the purchase a unit before it is built orbefore the strata plan is registered.OwnerA person who has a relevant interest in land on which ahome is built.Owner builderAn owner of land who builds a home or has a homebuilt, on the land without entering into a contract tobuild, and includes the purchase of a manufactured,prefabricated or moveable home.Permanent forces of the Australian Defence ForcePermanent forces of the Australian Defence Forcecomprises of members of the Regular Army, thePermanent Navy or the Permanent Air Force. It does notinclude a reservist for the Army, Navy or Air Force.Permanent residentA person who holds a permanent residency visa(under section 30 of the Migration Act 1958 of theCommonwealth) or a New Zealand citizen who is theholder of a special category visa (under section 32 ofthe Migration Act 1958).Principal place of residenceThe home you primarily reside in.PropertyUnder the First Home Owner Grant (New Homes) Act2000 property means:a) a home, orb) land, orc) a relevant interest in land.LODGEMENT GUIDE | First Home Owner Grant 2019 12 of 22Related or associated partyA person is related to or associated with another partywhen:a) one is the spouse/partner of the otherb) they are related by blood, marriage or adoptionc) they are a shareholder or director of the other party,being a companyd) they are a beneficiary of a trust for which the otherparty is a trusteee) the transaction is otherwise not at arm’s length.Relevant interestA person with a relevant interest may be described assomeone who will have a legal entitlement to occupythe home being bought or constructed. Usually this willbe the person(s) registered as proprietor on the title.This commonly is an estate in fee simple. Other formsof interest are defined in the First Home Owner Grant(New Homes) Act 2000.Residence requirementAt least one applicant must reside in the home as theirprincipal place of residence for a continuous period ofat least six months commencing within 12 months ofcompletion of the eligible transaction.Residential propertyLand in Australia on which there is a home whichis lawfully occupied or suitable for occupation. Thisincludes houses, townhouses, units, flats, duplexes,converted warehouses, fixed moveable homes and kithomes.Small interest holderA person whose ownership share in the home doesnot exceed 5 per cent. Where there is more than onesmall interest holder, the total ownership share of allsmall interest holders does not exceed 5 per cent.Small interest holders cannot be the spouse or de factopartner of the applicantSpouse/partnerThe person to whom the applicant is married or livingwith as a couple in a de facto relationship (includingsame sex relationships) as defined in the InterpretationAct 1987.Note: There is no minimum period of cohabitationneeded to establish a de facto relationship under theInterpretation Act 1987.Substantially renovated homeA home is a substantially renovated home if:a) Has been created through renovations in whichall, or substantially all of a building is removed orreplaced (whether or not the renovations involvethe removal or replacement of foundations, externalwalls, interior supporting walls, floors or staircases),andb) the home has not been previously occupied or soldas a place of residence, since the renovation.‘Substantial renovations’ of a building are definedas renovations in which all, or substantially all, of abuilding is removed or replaced. The renovationsmay, but need not, involve the removal orreplacement of foundations, external walls, interiorsupporting walls, floors, roof or staircases.Terms contractA contract for the sale of land where the purchaser hasto make two or more payments (excluding the deposit)to the vendor after the contract is signed by all parties.The applicant, as the purchaser, must be in possessionunder the contract and cannot be registered on titleuntil the final payment is made to the vendor.Title searchA search on the land which shows the names of theregistered owners. A title search can be obtained fromwww.nswlrs.com.au/Information_BrokersTotal valueContract to purchase a new home, the total value is thegreater of the following:1. the consideration for the eligible transaction2. the unencumbered value, as at the commencementdate of the eligible transaction.Contract to build, the total value is calculated by addingtogether:1. The consideration for the eligible transaction, and2. The value, at the commencement date of therelevant interest in the land on which the home is tobe builtOwner builder, the total value is calculated by addingtogether:1. The unencumbered value of the home at the datethe transaction is completed, and2. The value, at the date the transaction is completed,of the relevant interest in the land on which thehome is built.Unencumbered valueThe total value of the property determined withoutregard to any encumbrance (e.g. mortgage) to whichthe property is subject, or any arrangement thatresults in the reduction of the value of the property(e.g. child purchasing home from parents at areduced price). Please refer to the First Home OwnerGrant (New Homes) Act 2000 for the full definition ofunencumbered value.Vendor StatementA statement from the vendor or vendors legalrepresentative which states this is the first sale ofthe home and the home has never been previouslyoccupied since the completion of construction.Terms usedLODGEMENT GUIDE | First Home Owner Grant 2019 13 of 22Guide to completing the applicationThe first home owner grant application form has eight sections. These sections must be completed as follows:01 Eligibility criteriaAnswer questions 1 to 7 by crossing the relevant ‘yes’or ‘no’ box. The answers are designed to establish thatthe applicant(s) for the grant meet the eligibility criteria.All persons with a relevant interest (refer to termsused) in the property, and any spouse/partner of thesepersons, must be considered when answering thesequestions.In exceptional circumstances, the Commissioner mayuse discretion in relation to the eligibility criteria. Pleasecontact Revenue NSW for further information.All decisions relating to the eligibility of an applicant aremade by the Commissioner and are determined on thefacts and circumstances as at the commencement dateof the eligible transaction.02 Applicant detailsDetail the number of persons with a relevant interest. Allpersons who have, or will have, a relevant interest in theproperty must record their details in this section.If there are more than two applicants, an additionalapplication will need to be completed and attached tothe application form.If an applicant has a spouse/partner, there are twooptions. If your spouse/partner is an applicant, theymust be recorded within this section. If your spouse/partner is not an applicant, they are required tocomplete the details in section 3 of the application form.Please nominate a postal address for correspondenceto be sent on behalf of all applicants.03 Spouse/partner detailsThis section must be completed where the spouse/partner of an applicant has not been specified in section2 as an applicant (and therefore will have no relevantinterest in the residential property). If this section isrequired to be completed the spouse/partner mustcomplete the declaration in section 7.04 Property and transaction detailsProvide the address and current title (folio identifiernumber) details of the property. The folio identifiernumber can be obtained from the transfer document, atitle search or the contract for sale. If the folio identifiernumber is unavailable, enter the parent title folioidentifier number.Provide the expected date of occupancy as owner ofthe home. Estimate this date if you are unsure or leaveblank if the Australian Defence Force residence.05 Payment detailsApplicants must complete this section only if applyingthrough Revenue NSW.You must nominate an account to receive fundselectronically (EFT). The account can belong to a personwho is not an applicant.Payment of the grant will be made into the nominatedbank account. Provide details of the name of thefinancial institution, account name, BSB, and accountnumber. Failure to provide correct details will causedelays in payment of the grant.If you are applying through an approved agent, leavepayment details blank.06 Declaration by applicantAll applicants must sign the declaration and haveread and understood all the details completed on theapplication form.07 Declaration by spouse/partnerIf an applicant’s spouse/partner is not an applicant,they must sign this declaration and must have read andunderstood all details completed on the applicationform as they relate to them.08 Supporting documentation checklistPlease supply the required documents with yourapplication and check off the documents attached.Failure to produce the relevant documentation will resultin delays in processing.Privacy statementInformation collected from you on this form is required by the Revenue NSW to determine your eligibility for the grant under the First Home Owner Grantscheme. By submitting this form, you consent to Revenue NSW using the information to process your application.The information will be stored on the First Home Owner Grant national database, and your application will be retained by either Revenue NSW or your approvedagent. This information may be provided to third parties with your consent or as required or permitted by law. Revenue NSW will correct or update yourpersonal information at your request.OFH 001 | Application Form | November 2019 14 of 22First Home Owner Grant (New Homes) Act 2000New South WalesApplication Form for New HomesNote:ƒ Use this form if you are purchasing or building a new home andthe commencement date of the eligible transaction is on or after1 July 2017ƒ This application will not be accepted unless fully completedand all required supporting evidence is lodged.ƒ Read the lodgement guide for explanations of the terms used inthis applicationƒ Applications must be lodged within 12 months of completion of theeligible transactionƒ There are significant penalties for making a false or misleadingstatement, as well as possible prosecutionƒ Please answer all questions and cross the appropriate boxes.SECTION 1 Eligibility criteriaNote:ƒ Eligibility is determined as at the commencement date of the eligible transactionƒ All applicants and their spouse/partner must be considered when answering eligibility questions.Eligibility checklistOFFICE USE ONLYUINApplicationreferenceApplicationreceived byDate lodged1. Is this the first time each applicant and/or their spouse/partner will receive a first home owner grant inany state or territory of Australia?2. Is each applicant and their spouse/partner a person who has never owned a residential property,either jointly, separately or with some other person before 1 July 2000 in any state or territory of Australia?Note: Applicants are not eligible for a grant if they or their spouse/partner have held a relevant interest in residentialproperty prior to 1 July 2000, even if they have never occupied the property.3. Is each applicant and their spouse/partner a person who has never occupied a residential property fora continuous period of at least six months in which they acquired a relevant interest on or after 1 July2000 in any state or territory of Australia?4. Is each applicant a natural person (ie not a company or trust) at least 18 years of age and whoseinterest in the property is not held subject to a trust?5. Is at least one applicant a permanent resident or Australian citizen?6. Will at least one applicant be occupying the home as their principal place of residence for a continuousperiod of at least six months commencing within 12 months of completion of the eligible transaction?Note: To apply for the Australian Defence Force residence exemption, please complete the Australian Defence Forceresidence exemption questions in Section 2.7. Has each applicant on or after 1 October 2012 in respect of the home to which this application relates, either:ƒ entered into a contract for the purchase of a new home in New South Wales ORƒ entered into a contract to have a home built in New South Wales ORƒ in the case of an owner builder, commenced construction of a home in New South Wales?(i.e. laying of foundations).Determination of eligibilityIf you answered ‘Yes’ to ALL of the above questions, you may be entitled to receive the First Home Owner Grant fora new home. The Chief Commissioner will determine your eligibility and advise you of his decision in writing.Please attach additional information (where applicable) to support your eligibility for the grant.Yes NoYes NoYes NoYes NoYes NoYes NoYes NoOFH 001 | Application Form | November 2019 15 of 22SECTION 2 Applicant detailsNote:ƒ All applicants must complete this section.ƒ If there are more than two applicants, please complete and attach an additional application form.Number of applicantsHow many people will have a relevant interest in the property? Enter number of applicantsRelated or associated party transactionsAre any of the applicants or their spouse/partner(s) relatedto or associated with the vendor or builder? Yes NoIf ‘Yes’, please provideevidence of theconsideration paid.(Refer to lodgement guide).Indigenous AustralianThis question is optional – the information will only be used for statisticalpurposes by Commonwealth and State Governments, and has no bearing onyour application.Are any of the applicants Aboriginal or Torres Strait Islander? Yes No Australian Defence Force residence exemptionAn exemption to the residence requirement, is only available to AustralianDefence Force personnel.Please leave questions blank if you are not entitled to the exemption.Only complete the following questions if you are applying forthe exemption.1. Was at least one applicant a member of the permanent forces of theAustralian Defence Force as at the commencement date of the eligibletransaction?Yes NoIf ‘Yes’, please indicate which branch they serve(d) in: Regular ArmyPermanent NavyPermanent Air Force2. If ‘Yes’ to question 1, were all the applicants enrolled on the NSW electoralroll as at the commencement date of the eligible transaction? Yes NoIf you answered ‘Yes’ to questions 1 and 2, you may be eligible for theresidence exemption.To receive your exemption, please provide a copy of a document issuedby the Australian Defence Force. This document must clearly show theapplicant’s name and that the applicant was a permanent member of theAustralian Defence Force as at the commencement date of the eligibletransaction.Note: An exemption will not be granted if the document is not provided.Approved Agent and Revenue NSW use onlyPlease cross this box if you have sighted the documentary evidence and acopy is attached to the application. Yes (Evidence provided) Participation in First Home Benefits promotionsThis question is optional – and has no bearing on your application.The Revenue NSW often promotes the First Home Benefits toincrease awareness.Please cross this box if you would like to assist in any future promotional activity. Yes (I would like to assist in promotional activity)You will be contacted by Revenue NSW prior to any promotional activity. OFH 001 | Application Form | November 2019 16 of 22TitleFirst nameMiddle name(s)Family nameName on birth certificate(if different from above)Have you ever used anyname other than the name(s)declared above?Address forservice of notices(if different from above)Daytime phone numberEmail addressCurrent residential addressDate of birth (dd/mm/yyyy)Place of birthAs at the commencementdate of the eligible transaction,did you have a spouse/partner?YesNoIf ‘Yes’, your spouse/partner mustcomplete the details as applicant 2above.If ‘No’, you must completeSection 3 — spouse/partner details.YesNoIf yes, will your spouse/partnerhave a relevant interestin the home?Note: If you are separated fromyour spouse, supply a statutorydeclaration (refer to LodgementGuide 1B)Applicant 2Mr Mrs Miss Ms Dr( )Yes list name(s) below NoYesNoIf ‘Yes’, your spouse/partner mustcomplete the details as an applicant.If ‘No’, you must completeSection 3 — spouse/partner details.YesNoNote: If you are separated fromyour spouse, supply a statutorydeclaration (refer to LodgementGuide 1B)SECTION 2 Applicant details (cont)Mr Mrs Miss Ms DrYes list name(s) below No( )First nameMiddle name(s)Family nameFirst nameMiddle name(s)Family nameState/TerritoryCountryApplicant 1 (contact applicant)Street no.Street nameSuburb/townState PostcodeStreet no.Street nameSuburb/townState PostcodeStreet no.Street nameState PostcodeSuburb/townOFH 001 | Application Form | November 2019 17 of 22SECTION 2 Applicant details (cont)Tick each of the States and/orTerritories which you have livedApplicant 1 (Contact applicant) Applicant 2NSW ACT NT QLDTAS SA VIC WANSW ACT NT QLDTAS SA VIC WASECTION 3 Spouse/partner detailsNote:ƒ This section must be completed where the spouse/partner of an applicant has not been specified as an applicant inSection 2 of the application.SECTION 4 Property and transaction detailsAddress of the propertyLot no.(only use lot no. if streetno. is not allocated)Unit/Street no. Street name Suburb/townDate when occupation as a principal place of residence commenced orState Postcodeis intended to commence (if not known please estimate) (dd/mm/yyyy).Leave blank if Australian Defence Force residence exemption applies. NSW Spouse/partner of applicant 1TitleFirst nameMr Mrs Miss Ms DrMiddle name(s)Family nameName on birth certificate(if different from above)( )Has your spouse/partnerever used any nameother than the name(s)declared above?Yes list name(s) below NoDaytime phone numberDate of birth (dd/mm/yyyy)Place of birthTick each of the States and/orTerritories which you have livedNSW ACT NT QLDTAS SA VIC WASpouse/partner of applicant 2Mr Mrs Miss Ms Dr( )Yes list name(s) below NoNSW ACT NT QLDTAS SA VIC WAEmail addressFirst nameMiddle name(s)Family nameFirst nameMiddle name(s)Family nameState/TerritoryCountryState/TerritoryCountryOFH 001 | Application Form | November 2019 18 of 22Title detailsLot no. Section no. Plan type* Plan no.*Enter DP for Deposited Plan; SP for Strata Plan; Other if not DP or SP and enter the other details under Plan no.Transaction detailsWhat type of transaction does this application refer to?Please select your transaction type and answer the questions for that transaction. Please refer to terms used in the lodgement guide.Transaction type (please tick applicable boxes)New Home purchase1. Is this the first sale of the home? YesNo2. Did you purchase the home from the builder? YesNo3. Are you/will you be the first occupant(s) of the home? YesNo4. Are you purchasing a substantially renovated home? YesNoOff the Plan (New Home purchase)1. Is this the first sale of the home? YesNo2. Did you purchase the home from the builder? YesNo3. Are you/will you be the first occupant(s) of the home? YesNo4. Are you purchasing a substantially renovated home? YesNoContract to build1. Are you building a home to replace demolished premises? YesNoIf ‘Yes’, attach vendor’s statement.Refer to definitions on page 12.If ‘Yes’, attach vendor’s statement.Refer to definitions on page 12.If ‘Yes’, attach vendor’s statement.Refer to definitions on page 12.If ‘Yes’, attach vendor’s statement.Refer to definitions on page 12.If ‘Yes’, attach vendor’s statement.Refer to definitions on page 12.If ‘Yes’, attach vendor’s statement.Refer to definitions on page 12.2. If ‘Yes’, did an applicant occupy the demolished home as a place ofresidence before the demolition? YesNoIf ‘Yes’, you are not eligible forthe grant as an owner of the newhome cannot have occupied thedemolished premises as a place ofresidence before demolition.Owner builder1. Are you/will you be building a home to replace demolished premises? YesNo2. If ‘Yes’, did an applicant occupy the demolished home as a place ofresidence before the demolition? YesNoIf ‘Yes’, you are not eligible forthe grant as an owner of the newhome cannot have occupied thedemolished premises as a place ofresidence before demolition.OFH 001 | Application Form | November 2019 19 of 22SECTION 4 Property and transaction details (cont.)Purchase or construction priceRequired for all transaction types:ƒ Contract to purchase – Enter consideration shown on contractƒ Contract to build – Enter consideration shown on contractƒ Owner builder – Enter cost of construction. Do not include own labour costs.Required when you are building your home under a Contract to Build.Unencumbered value (land only)ƒ Enter the unimproved land value,ƒ Cross the appropriate box below for the type of evidence used.ƒ Attach a copy of the evidence of the market value of the land at the time of signing the building contract (where more than onedocument type is available, please provide the most recent).Note: Rates and council valuations are not acceptable.A copy of a current valuation by a suitably qualified valuer (includes bank valuation)A copy of the stamped contract or transfer for the purchase of the land.Required for Related Party transactions or Owner Builders.Unencumbered value (house and land)Evidence of the property’s total value dated within the last 12 months is required if you are purchasing your home froma related or associated party or you built your home as an Owner Builder.ƒ Enter the total value of the house and land,ƒ Cross the appropriate box below for the type of evidence used, and ƒAttach a copy of the evidence.Stamped agreement of sale or transfer when the property was purchased which shows the dutiable amount within the stamping details (Related Party transactions only) ORProperty Valuation by a suitably qualified valuer ORFinancial institution’s property valuation obtained for loan approval ORMarket appraisal by a registered real estate agent.$ $ $ Date of contract (or if owner builder, date the foundations were laid) (dd/mm/yyyy)Date of settlement (or if building, date of completion) (dd/mm/yyyy)Note: If lodging with an approved agent, please estimate SECTION 5 Payment detailsNote:ƒ If applying with Revenue NSW, the grant will be paid by electronic funds transfer into the account nominated below.ƒ If you are applying with an approved agent, please do not complete the account details below as the grant will be paid throughthe approved agent in accordance with your agreement.Payment reference (optional): This reference will be shownon the account statement, to assist in identifying the payment.Account name (e.g. John & Jane Citizen)Name of financial institution and branchBSB number (must have 6 numbers) –Account number (maximum of 9 numbers) * DO NOT include dashes or spacesIMPORTANT – Please confirm the account details provided above are correct before lodging your application withRevenue NSW.APPROVED AGENT AND REVENUE NSW USE ONLYAll evidence sighted Name of person sighting the evidencePayment eligibility date (Enter settlement, completion or first draw down date only) (dd/mm/yyyy)Note: For contracts to purchase only enter the settlement date specified in the exchanged contract or the actual date booked for settlement.OFH 001 | Application Form | November 2019 20 of 22SECTION 6 Declaration by applicant(s)1. I have completed the application form and I declare that allcopies of documents attached in support of this applicationare a true copy of the original document.2. I declare that I have not previously received and retainedthe grant under the First Home Owner Grant (New Homes)Act 2000, or a corresponding Act in another State orTerritory, either alone or together with any other person orpersons.3. I declare that I have not owned a home or had a relevantinterest in a residential property within Australia prior to1 July 2000.4. I declare that I have not owned and occupied, for acontinuous period of at least six months, a residentialproperty within Australia in which I acquired a relevantinterest on or after 1 July 2000.5. I declare that the interest I hold in the property is not heldsubject to a trust.6. I declare that at the commencement date of the eligibletransaction at least one applicant for the grant was apermanent resident or an Australian citizen.7. I declare that at least one applicant will be residing inthe home that is the subject of this application as theirprincipal place of residence for a continuous period ofat least six months commencing within 12 months ofcompletion of the eligible transaction, or the residencerequirement does not apply as an applicant was as at thecommencement date of the eligible transaction a memberof the permanent forces of the Australian Defence Forceand all applicants were enrolled on the NSW electoral roll.8. I undertake to notify the Commissioner of any notifiableevent in writing relevant to the requirements under theFirst Home Owner Grant (New Homes) Act 2000 within14 days from the occurrence of that notifiable event.9. I have read and understood the information prepared byRevenue NSW relating to the conditions of eligibility.I accept that if the conditions are not met, I may not beentitled to receive or retain the grant.10. I authorise Revenue NSW to collect, access and exchangeinformation about me to verify my proof of identityinformation and to determine my eligibility for the First HomeOwners Grant with the approved agent (where applicable),document issuing authorities, other State, Territoryand Australian Government agencies and commercialorganisations as permitted by law.11. I understand that the approved agent is not authorisedby Revenue NSW to offer any advice or assistance on theconditions of eligibility for the grant, or on the completion ofthis application.12. I authorise the approved agent to hold the grant untilcompletion of the eligible transaction and to repay thegrant to the Commissioner if the transaction is notcompleted within 28 days of the date specified.13. I declare that the total value of the property does notexceed the cap amount as at the commencement dateof the eligible transaction for Contracts to Purchase andContracts to Build or as at the completion date of theeligible transaction for a home built by an Owner Builder.14. I authorise the Commissioner to address all correspondencerelating to this application to Applicant 1 at theaddress nominated.15. I acknowledge that I may be required to repay the grant, beliable for penalties and may also be prosecuted for makinga false or misleading statement in or in connection with thisapplication for the grant.16. I authorise Revenue NSW to deposit the grant into theaccount nominated in Section 5 (ensure account detailsare correct) or into the approved agent’s nominatedaccount when lodged with the approved agent.DeclarationUnder the First Home Owner (New Homes) Act 2000, it is an offence to give false or misleading information.I declare that I have read and understood the above information and that the information provided is true correct in every particular.Applicant 1NameDate (dd/mm/yyyy)Applicant 2OFH 001 | Application Form | November 2019 21 of 22SECTION 7 Declaration by spouse/partner(s)1. I declare that the spouse/partner details in Section 3,in so far as they relate to me, are true and correct.2. I declare that I have not previously received and retained thegrant under the First Home Owner Grant (New Homes) Act2000 or a corresponding Act in another State or Territory,either alone or together with any other person or persons.3. I declare that I have not owned a home or had a relevantinterest in a residential property within Australia prior to1 July 2000.4. I declare that I have not owned and occupied for acontinuous period of six months a residential property withinAustralia in which I acquired a relevant interest on or after1 July 2000.5. I authorise Revenue NSW to collect, access and exchangeinformation about me to verify my proof of identityinformation and to confirm other details with the approvedagent (where applicable), document issuing authorities, otherState, Territory and Australian Government agencies andcommercial organisations as permitted by law. I recognisethat these checks may affect the applicant’s eligibility for theFirst Home Owners Grant.6. I acknowledge that I may be prosecuted and fined formaking a false or misleading statement on or in connectionwith this application for the grant.Spouse/partner of Applicant 1NameDate (dd/mm/yyyy)Spouse/partner of Applicant 2Providing false or misleadinginformation in this applicationProviding false or misleading information to Revenue NSW is acriminal offence. If it is determined that an applicant has providedfalse or misleading information to obtain, or attempt to obtainthe grant, then prosecution action may be commenced.PenaltiesRevenue NSW, as part of its role in administering the First HomeOwner Grant (New Homes) Act 2000, conducts investigationsto ensure that applicants comply with the conditions of the Act.If applicants receive the grant when they are not entitled, or do notcomply with the residence requirement, penalties of up to 100 percent may be imposed.Lodgement of your applicationƒ Lodge with the approved agent who is providing your finance.If you need the grant for settlement or any draw down/progress payment or within 12 months of the completion ofthe eligible transaction. ƒLodge with the Revenue NSWPayment will not be made until after settlement or if building after the home is completed. Note: Applications cannot be lodged with Revenue NSW until after the completion of the eligible transaction.DeclarationUnder the First Home Owner (New Homes) Act 2000, it is an offence to give false or misleading information.I declare that I have read and understood the above information and that the information provided is true correct in every particular.Privacy statementInformation collected from you on this form is required by Revenue NSW to determine if you have a liability or entitlement.The information may be provided to third parties with your consent or as required or permitted by law. Revenue NSW willcorrect or update your personal information at your request. Read more about privacy at www.revenue.nsw.gov.auContact details1300 130 624* (Monday – Friday, 8.30 am – 5.00 pm) *Interstate clients please call (02) 7808 6200www.revenue.nsw.gov.au [email protected] Help in community languages is availablePostal addressRevenue NSWPO Box 666,Wollongong NSW 2520DX NumberDX 5245 WollongongRevenue NSW: ISO 9001 – Quality Certified© State of New South Wales through Revenue NSW, 2018. This work may be freely reproduced and distributed for mostpurposes, however some restrictions apply. Read the copyright notice at www.revenue.nsw.gov.au or contact Revenue NSW.OFH 001 | Application Form | November 2019 22 of 22SECTION 8 Supporting documentation checklistNote:ƒ Please complete the checklist to ensure you have attached the required supporting documentation defined in thelodgement guide. Attach these papers to this page.ƒ Your application may be returned to you if not fully completed or all the required supporting documentation isnot attached.ƒ Additional documents may be requested after lodgement of your application.Supporting documentation checklistNote: Refer to the lodgement guide for the documentation required. Do not send original documents,only send copies.Proof of identity of all applicants and their spouse/partnerApplicantto cross ifattachedApprovedagent orRevenueNSW useonlyCross whensightedAdditional evidenceƒ Change of name – type of document submittedƒ Separated – statutory declaration and supporting evidenceContract to purchase a new homeƒ a copy of your Contract for Sale, dated and signed by the vendor.ƒ a title search showing the applicant(s) as the registered proprietors*.ƒ evidence – first sale, never occupied.ƒ list of renovations if substantially renovated.Where there is no contract, or the sale of the property is between family members or related orassociated parties also attach:ƒ a copy of the transfer, dated and signed by all partiesƒ evidence that consideration has been paid*ƒ evidence of total value of property (house and land).Australian Defence Force residence exemptionDocument confirming membership of the permanent forcesTransaction typeContract to build a homeƒ a copy of your contract to build, dated and signed by all partiesƒ a title search showing the applicant(s) as the registered proprietor(s)*ƒ a copy of the final inspection report or occupation certificate*ƒ evidence of the unencumbered value (land only).Owner builderƒ a title search showing the applicant(s) as the registered proprietor(s)ƒ a copy of the initial inspection report or approval from Council for the laying of foundationsƒ a copy of the final inspection report or occupation certificateƒ a copy of receipts for the home totalling more than the grant amountƒ evidence of the total value of property (house and land).* Not required if your application is lodged with an approved agentCategory 1 Type of document submitted /Category 2* Type of document submitted /Category 3* Type of document submitted /Category 4* Type of document submitted /APPROVED AGENT AND REVENUE NSW USE ONLYName of person sighting the documentation aboveName of employerSignature Date

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