Property sale or purchase
- Provide the complete contract of sale, disclosure documents, title material and annexures.
- For Victorian residential property, include the Section 32 statement; for NSW property, include the complete contract and prescribed attachments.
- Provide finance status, deposit arrangements, required settlement date and proposed special conditions.
- For strata or owners corporation property, include available certificates, levies, minutes, budgets and known building issues.
Commercial or retail leasing
- Provide the proposed or signed lease, disclosure statement, incentive deed, guarantee and all amendments.
- Identify the permitted use, lease term, options, rent, review method, outgoings and security.
- Provide fit-out plans, landlord works, make-good obligations, trading requirements and insurance conditions.
- Record representations made by the landlord or agent and any known disruption, development or access issue.
Disputes and existing leases
- Bring the signed lease, disclosure documents, correspondence and every notice of breach, rent review, termination or option.
- Prepare a rent and outgoings history, repair chronology and photographs or expert material.
- Identify mediation, VCAT, NCAT or court documents and current deadlines.
Before the appointment
Keep original documents safe, preserve electronic records and bring a short list of the questions and outcomes you want to discuss. Tell the solicitor about urgent deadlines at the beginning of the conference.