First Home Owner Grant (New Homes) Scheme Application Form and Lodgement Guide for New Homes
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AI Summary
This guide provides information on how to claim the First Home Owner Grant (New Homes) Scheme Application Form and Lodgement for new homes. It includes five easy steps to claim the grant, obligations, penalties, supporting evidence, transaction type, and common errors and misunderstandings. The guide also provides a checklist to ensure all required supporting documentation is attached.
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First Home Owner Grant
(New Homes) Scheme
Application Form and Lodgement
Guide for New Homes
June 2017
(New Homes) Scheme
Application Form and Lodgement
Guide for New Homes
June 2017
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LODGEMENT GUIDE | First Home Owner Grant 2017 2 of 23
First Home Owner Grant
(New Homes) Scheme
Application Form and Lodgement
Guide for New Homes
Contents
Five easy steps to claim your grant 3
Your obligations 4
Penalties 4
Providing incorrect or misleading information 4
Lodgement guide 5
Supporting evidence 6
Transaction type 7
When will the grant be paid? 9
When do I have to move in and for how long? 9
Common errors and misunderstandings 10
Terms used 11
Guide to completing the application 13
Application Form for New Homes 14
More Information 23
First Home Owner Grant
(New Homes) Scheme
Application Form and Lodgement
Guide for New Homes
Contents
Five easy steps to claim your grant 3
Your obligations 4
Penalties 4
Providing incorrect or misleading information 4
Lodgement guide 5
Supporting evidence 6
Transaction type 7
When will the grant be paid? 9
When do I have to move in and for how long? 9
Common errors and misunderstandings 10
Terms used 11
Guide to completing the application 13
Application Form for New Homes 14
More Information 23
LODGEMENT GUIDE | First Home Owner Grant 2017 3 of 23
Five easy steps to claim your grant
2
4
5
3
Complete application form
Complete all relevant sections.
Lodge application
Submit to your approved agent or the Office
of State Revenue (OSR).
Supply all supporting evidence
Complete the checklist to ensure all required
supporting documentation is attached.
Check your application
Review your application to make sure it is
accurate and complete. You may be
prosecuted if you knowingly or recklessly lodge
an application that is materially incorrect.
1
Read lodgement guide
Important information to read before
completing and submitting your application.
Five easy steps to claim your grant
2
4
5
3
Complete application form
Complete all relevant sections.
Lodge application
Submit to your approved agent or the Office
of State Revenue (OSR).
Supply all supporting evidence
Complete the checklist to ensure all required
supporting documentation is attached.
Check your application
Review your application to make sure it is
accurate and complete. You may be
prosecuted if you knowingly or recklessly lodge
an application that is materially incorrect.
1
Read lodgement guide
Important information to read before
completing and submitting your application.
LODGEMENT GUIDE | First Home Owner Grant 2017 4 of 23
Your obligations
As an applicant for the First Home Owner Grant (New Homes), you must
ensure that the information contained in your application is complete and
correct.
It is an offence for a person to make a false or misleading statement
when applying for the grant. Therefore, if you are unsure about any of
your obligations or the information that is required in the application, it is
important that you consult our website or contact us for clarification.
Please refer to page 23 for our contact details.
If your application is approved and the grant paid, you will be notified in
writing of the conditions you are required to satisfy, including the residence
requirements.
If you are unable to satisfy any of these conditions, you must notify the
Commissioner within the required timeframe and repay the grant. If you do
not meet these obligations, you may be subject to penalties.
Penalties
As part of its role in administering the First Home Owner Grant (New Homes
Act 2000 (the Act), OSR checks all applications and conducts ongoing
investigations to ensure that applicants comply with the conditions of the
Act. If applicants receive the grant when they are not entitled, or do not
comply with the residence requirements, penalties up to 100 per cent may
be imposed.
Providing incorrect or misleading information
Providing incorrect or misleading information to OSR is a criminal offence.
If it is determined that an applicant has provided incorrect or misleading
information to obtain, or attempt to obtain, the grant then prosecution acti
may be commenced.
All applications undergo a rigorous review where applicants are checked fo
former home ownership in NSW and interstate. Other checks into spouse/
de facto partner status, council records, title information and finance
particulars are undertaken on a routine basis.
Your obligations
As an applicant for the First Home Owner Grant (New Homes), you must
ensure that the information contained in your application is complete and
correct.
It is an offence for a person to make a false or misleading statement
when applying for the grant. Therefore, if you are unsure about any of
your obligations or the information that is required in the application, it is
important that you consult our website or contact us for clarification.
Please refer to page 23 for our contact details.
If your application is approved and the grant paid, you will be notified in
writing of the conditions you are required to satisfy, including the residence
requirements.
If you are unable to satisfy any of these conditions, you must notify the
Commissioner within the required timeframe and repay the grant. If you do
not meet these obligations, you may be subject to penalties.
Penalties
As part of its role in administering the First Home Owner Grant (New Homes
Act 2000 (the Act), OSR checks all applications and conducts ongoing
investigations to ensure that applicants comply with the conditions of the
Act. If applicants receive the grant when they are not entitled, or do not
comply with the residence requirements, penalties up to 100 per cent may
be imposed.
Providing incorrect or misleading information
Providing incorrect or misleading information to OSR is a criminal offence.
If it is determined that an applicant has provided incorrect or misleading
information to obtain, or attempt to obtain, the grant then prosecution acti
may be commenced.
All applications undergo a rigorous review where applicants are checked fo
former home ownership in NSW and interstate. Other checks into spouse/
de facto partner status, council records, title information and finance
particulars are undertaken on a routine basis.
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Applicants must:
fully complete and lodge the application form with all relevant
supporting evidence
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 is
not held subject to a trust
ensure at least one applicant is an Australian citizen or a
permanent resident
be buying or building a new home for which the contract was
signed on or after 1 July 2014 or building a new home as an
owner builder where building commenced on or after 1 July
2014
By buying or building a new home for which a contract was
signed on or after 1 October 2012 and before 1 July 2014,
or as an owner builder where building commenced on or after
1 October 2012 and before 1 July 2014 for which the total
value of the property does not exceed the $650,000 cap, or
Be buying a new home for which a contract was signed on or
after 1 July 2014 and before 30 June 2017 for which the total
value of the property does not exceed the $750,000 cap, or
Be buying a new home for which a contract was signed on or
after 1 July 2017 for which the total value of the property does
not exceed the $600,000 cap, or
Be building a new home for which a contract signed on or
after 1 July 2014, or as an owner builder where building
commenced on or after 1 July 2014 for which the total value
of the property does not exceed the $750,000 cap.
ensure each person holding a relevant interest in the property
is an applicant
ensure at least one applicant will reside in the home as their
principal place of residence for a continuous period of at least
six months commencing within 12 months of completion of
the eligible transaction. Where an applicant was a member
of the permanent forces of the Australian Defence Force and
all applicants were enrolled on the NSW electoral roll, as at
the commencement date of the eligible transaction, then all
applicants are exempt from the residence requirement.
Applicants and their spouse/partner must not:
have previously received the a First Home
Owner Grant in any State or Territory of
Australia. If a grant was received but later
paid back together with any penalty, you
may be entitled to the grant
have previously owned or held a relevant
interest in
a residential property anywhere in Australia
prior to
1 July 2000
have occupied for a continuous period of
at least six months, a residential property in
which they acquire a relevant interest on or
after 1 July 2000 anywhere in Australia.
Lodgement guide
Each applicant should read this information before completing and
submitting the application form.
How to lodge your application
You can lodge your application with:
the approved agent who is providing your finance.
A list of approved agents can be found at
www.osr.nsw.gov.au/grants/fhog/agents
If you require the grant for settlement or first draw down/progress payment
you must lodge your application with an approved agent.
OSR.
Refer to back page for address details.
Note: Applications cannot be lodged with the OSR until after the completion
of the eligible transaction.
To apply
Applicants must:
fully complete and lodge the application form with all relevant
supporting evidence
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 is
not held subject to a trust
ensure at least one applicant is an Australian citizen or a
permanent resident
be buying or building a new home for which the contract was
signed on or after 1 July 2014 or building a new home as an
owner builder where building commenced on or after 1 July
2014
By buying or building a new home for which a contract was
signed on or after 1 October 2012 and before 1 July 2014,
or as an owner builder where building commenced on or after
1 October 2012 and before 1 July 2014 for which the total
value of the property does not exceed the $650,000 cap, or
Be buying a new home for which a contract was signed on or
after 1 July 2014 and before 30 June 2017 for which the total
value of the property does not exceed the $750,000 cap, or
Be buying a new home for which a contract was signed on or
after 1 July 2017 for which the total value of the property does
not exceed the $600,000 cap, or
Be building a new home for which a contract signed on or
after 1 July 2014, or as an owner builder where building
commenced on or after 1 July 2014 for which the total value
of the property does not exceed the $750,000 cap.
ensure each person holding a relevant interest in the property
is an applicant
ensure at least one applicant will reside in the home as their
principal place of residence for a continuous period of at least
six months commencing within 12 months of completion of
the eligible transaction. Where an applicant was a member
of the permanent forces of the Australian Defence Force and
all applicants were enrolled on the NSW electoral roll, as at
the commencement date of the eligible transaction, then all
applicants are exempt from the residence requirement.
Applicants and their spouse/partner must not:
have previously received the a First Home
Owner Grant in any State or Territory of
Australia. If a grant was received but later
paid back together with any penalty, you
may be entitled to the grant
have previously owned or held a relevant
interest in
a residential property anywhere in Australia
prior to
1 July 2000
have occupied for a continuous period of
at least six months, a residential property in
which they acquire a relevant interest on or
after 1 July 2000 anywhere in Australia.
Lodgement guide
Each applicant should read this information before completing and
submitting the application form.
How to lodge your application
You can lodge your application with:
the approved agent who is providing your finance.
A list of approved agents can be found at
www.osr.nsw.gov.au/grants/fhog/agents
If you require the grant for settlement or first draw down/progress payment
you must lodge your application with an approved agent.
OSR.
Refer to back page for address details.
Note: Applications cannot be lodged with the OSR until after the completion
of the eligible transaction.
To apply
LODGEMENT GUIDE | First Home Owner Grant 2017 6 of 23
If lodging with an approved agent If lodging with OSR
Not applicable Australian Drivers Licence (current)
Passport (current)
Firearms licence (current)
NSW photo card issued by Roads and Maritime Services.
Supporting evidence
Proof of identity
If lodging with an approved agent If lodging with OSR
Each applicant and their spouse/de facto partner must provide
a Category 1 document.
The remaining identity checks will be performed by the
approved agent.
Each applicant and their spouse/de facto must provide one
document from each of the four categories (four documents
per person). A single document cannot be used for more than
one category.
Do not send original documents. Only send copies.
If lodging with an approved agent If lodging with OSR
If born in Australia:
Australian Birth Certificate issued by the Registry of Births,
Deaths & Marriages (birth extracts and passports are not
acceptable).
If born overseas:
Foreign passport and current Australian Visa issued for
entry into Australia
Foreign passport and Citizenship Certificate
New Zealand passport
Australian passport (only accepted where a foreign
passport is no longer available).
If you are unable to provide your Foreign Passport you
must provide a written statement explaining;
- Why the Foreign Passport is not available,
- The full name that was shown on the Foreign
Passport, and
- The date you arrived in Australia
New Zealand citizens must be living in Australia as at the
commencement date of the eligible transaction.
Note: At least one applicant must be an Australian citizen
or permanent resident as at the commencement date of the
eligible transaction.
If born in Australia:
Australian Birth Certificate issued by the Registry of Births,
Deaths & Marriages (birth extracts and passports are not
acceptable).
If born overseas:
Foreign passport and current Australian Visa issued for
entry into Australia
Foreign passport and Citizenship Certificate
New Zealand passport
Australian passport (only accepted where a foreign
passport is no longer available).
If you are unable to provide your Foreign Passport you
must provide a written statement explaining;
- Why the Foreign Passport is not available,
- The full name that was shown on the Foreign
Passport, and
- The date you arrived in Australia
New Zealand citizens must be living in Australia as at the
commencement date of the eligible transaction.
Note: At least one applicant must be an Australian citizen
or permanent resident as at the commencement date of the
eligible transaction.
Category 2 – Link between identity and person
If lodging with an approved agent If lodging with OSR
Not applicable Medicare card
Motor vehicle registration
Centrelink or Department of Veterans Affairs card
Debit/credit card of a financial institution.
Category 3 – Evidence that the person operates in the community
If lodging with an approved agent If lodging with OSR
Not applicable Utility documents of residential address (e.g. bills for
electricity, gas, water, etc)
Insurance policy with current residential address
Statement of account of a financial institution.
Category 4 – Evidence of the person’s residential address
Category 1 – Evidence of Australian citizenship or permanent residency
If lodging with an approved agent If lodging with OSR
Not applicable Australian Drivers Licence (current)
Passport (current)
Firearms licence (current)
NSW photo card issued by Roads and Maritime Services.
Supporting evidence
Proof of identity
If lodging with an approved agent If lodging with OSR
Each applicant and their spouse/de facto partner must provide
a Category 1 document.
The remaining identity checks will be performed by the
approved agent.
Each applicant and their spouse/de facto must provide one
document from each of the four categories (four documents
per person). A single document cannot be used for more than
one category.
Do not send original documents. Only send copies.
If lodging with an approved agent If lodging with OSR
If born in Australia:
Australian Birth Certificate issued by the Registry of Births,
Deaths & Marriages (birth extracts and passports are not
acceptable).
If born overseas:
Foreign passport and current Australian Visa issued for
entry into Australia
Foreign passport and Citizenship Certificate
New Zealand passport
Australian passport (only accepted where a foreign
passport is no longer available).
If you are unable to provide your Foreign Passport you
must provide a written statement explaining;
- Why the Foreign Passport is not available,
- The full name that was shown on the Foreign
Passport, and
- The date you arrived in Australia
New Zealand citizens must be living in Australia as at the
commencement date of the eligible transaction.
Note: At least one applicant must be an Australian citizen
or permanent resident as at the commencement date of the
eligible transaction.
If born in Australia:
Australian Birth Certificate issued by the Registry of Births,
Deaths & Marriages (birth extracts and passports are not
acceptable).
If born overseas:
Foreign passport and current Australian Visa issued for
entry into Australia
Foreign passport and Citizenship Certificate
New Zealand passport
Australian passport (only accepted where a foreign
passport is no longer available).
If you are unable to provide your Foreign Passport you
must provide a written statement explaining;
- Why the Foreign Passport is not available,
- The full name that was shown on the Foreign
Passport, and
- The date you arrived in Australia
New Zealand citizens must be living in Australia as at the
commencement date of the eligible transaction.
Note: At least one applicant must be an Australian citizen
or permanent resident as at the commencement date of the
eligible transaction.
Category 2 – Link between identity and person
If lodging with an approved agent If lodging with OSR
Not applicable Medicare card
Motor vehicle registration
Centrelink or Department of Veterans Affairs card
Debit/credit card of a financial institution.
Category 3 – Evidence that the person operates in the community
If lodging with an approved agent If lodging with OSR
Not applicable Utility documents of residential address (e.g. bills for
electricity, gas, water, etc)
Insurance policy with current residential address
Statement of account of a financial institution.
Category 4 – Evidence of the person’s residential address
Category 1 – Evidence of Australian citizenship or permanent residency
LODGEMENT GUIDE | First Home Owner Grant 2017 7 of 23
Transaction type
Evidence relating to the transaction
If lodging with an approved agent If lodging with OSR
a copy of the contract for the sale of land dated and
signed by the vendor
a statement from the vendor/vendor’s legal representative
or other evidence which shows that this is the first sale of
the home and that the home has never been previously
occupied since completion of construction.
a copy of the contract for the sale of land dated and
signed by the vendor
a title search showing the applicant(s) as the registered
proprietor(s) (except for Terms Contracts)
a statement from the vendor/vendor’s legal representative
or other evidence which shows that this is the first sale of
the home and that the home has never been previously
occupied since completion of construction.
If lodging with an approved agent If lodging with OSR
Has been created through renovations in which all, or
substantially all of a building is removed or replaced
(whether or not the renovations involve the removal
or replacement of foundations, external walls, interior
supporting walls, floors or staircases), and
As renovated, has not been previously occupied or sold
as a place of residence
Has been created through renovations in which all, or
substantially all of a building is removed or replaced
(whether or not the renovations involve the removal
or replacement of foundations, external walls, interior
supporting walls, floors or staircases), and
As renovated, has not been previously occupied or sold
as a place of residence
1. Contract to purchase a new home or an ‘off the plan’ new home
In addition, where the purchase is:
A Substantially renovated home is a home that
If lodging with an approved agent If lodging with OSR
Change of name
Evidence of a change of name is required if the name on
any of the documents presented is different to the name
of the applicant or spouse/partner.
Married
Provide a copy of your marriage certificate, issued by the
Registry of Births, Deaths and Marriages.
Divorced
Provide a copy of your divorce certificate/decree nisi.
Widowed
Provide a copy of the death certificate of your spouse/
partner, issued by the Registry of Births, Deaths and
Marriages.
Separated
Provide a statutory declaration with the following
information:
► the name of your former spouse/partner
► spouse/partner’s date of birth
► the date you were married or commenced your de
facto relationship
► the date you separated
► your former spouse/partner’s current address
(if known)
► a statement to the effect that you do not live together
and have no intention of resuming cohabitation.
Provide evidence of separation (e.g. change of residential
address).
Change of name
Evidence of a change of name is required if the name on
any of the documents presented is different to the name
of the applicant or spouse/partner.
Married
Provide a copy of your marriage certificate, issued by the
Registry of Births, Deaths and Marriages.
Divorced
Provide a copy of your divorce certificate/decree nisi.
Widowed
Provide a copy of the death certificate of your spouse/
partner, issued by the Registry of Births, Deaths and
Marriages.
Separated
Provide a statutory declaration with the following
information:
► the name of your former spouse/partner
► spouse/partner’s date of birth
► the date you were married or commenced your de
facto relationship
► the date you separated
► your former spouse/partner’s current address
(if known)
► a statement to the effect that you do not live together
and have no intention of resuming cohabitation.
Provide evidence of separation (e.g. change of residential
address).
Additional supporting evidence if any of the following applies
Transaction type
Evidence relating to the transaction
If lodging with an approved agent If lodging with OSR
a copy of the contract for the sale of land dated and
signed by the vendor
a statement from the vendor/vendor’s legal representative
or other evidence which shows that this is the first sale of
the home and that the home has never been previously
occupied since completion of construction.
a copy of the contract for the sale of land dated and
signed by the vendor
a title search showing the applicant(s) as the registered
proprietor(s) (except for Terms Contracts)
a statement from the vendor/vendor’s legal representative
or other evidence which shows that this is the first sale of
the home and that the home has never been previously
occupied since completion of construction.
If lodging with an approved agent If lodging with OSR
Has been created through renovations in which all, or
substantially all of a building is removed or replaced
(whether or not the renovations involve the removal
or replacement of foundations, external walls, interior
supporting walls, floors or staircases), and
As renovated, has not been previously occupied or sold
as a place of residence
Has been created through renovations in which all, or
substantially all of a building is removed or replaced
(whether or not the renovations involve the removal
or replacement of foundations, external walls, interior
supporting walls, floors or staircases), and
As renovated, has not been previously occupied or sold
as a place of residence
1. Contract to purchase a new home or an ‘off the plan’ new home
In addition, where the purchase is:
A Substantially renovated home is a home that
If lodging with an approved agent If lodging with OSR
Change of name
Evidence of a change of name is required if the name on
any of the documents presented is different to the name
of the applicant or spouse/partner.
Married
Provide a copy of your marriage certificate, issued by the
Registry of Births, Deaths and Marriages.
Divorced
Provide a copy of your divorce certificate/decree nisi.
Widowed
Provide a copy of the death certificate of your spouse/
partner, issued by the Registry of Births, Deaths and
Marriages.
Separated
Provide a statutory declaration with the following
information:
► the name of your former spouse/partner
► spouse/partner’s date of birth
► the date you were married or commenced your de
facto relationship
► the date you separated
► your former spouse/partner’s current address
(if known)
► a statement to the effect that you do not live together
and have no intention of resuming cohabitation.
Provide evidence of separation (e.g. change of residential
address).
Change of name
Evidence of a change of name is required if the name on
any of the documents presented is different to the name
of the applicant or spouse/partner.
Married
Provide a copy of your marriage certificate, issued by the
Registry of Births, Deaths and Marriages.
Divorced
Provide a copy of your divorce certificate/decree nisi.
Widowed
Provide a copy of the death certificate of your spouse/
partner, issued by the Registry of Births, Deaths and
Marriages.
Separated
Provide a statutory declaration with the following
information:
► the name of your former spouse/partner
► spouse/partner’s date of birth
► the date you were married or commenced your de
facto relationship
► the date you separated
► your former spouse/partner’s current address
(if known)
► a statement to the effect that you do not live together
and have no intention of resuming cohabitation.
Provide evidence of separation (e.g. change of residential
address).
Additional supporting evidence if any of the following applies
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From a related party or where there is no written contract
2. Contract to build a home
If lodging with an approved agent If lodging with OSR
a copy of the contract to build, dated and signed by all
parties
evidence of unencumbered value (land only), attach one
of the following (where more than one is available, please
provide the most recent):
► a copy of a current valuation by a suitably qualified
valuer (includes bank valuation)
► a copy of a current stamped contract or transfer for
the purchase of the land.
a copy of the contract to build, dated and signed by all
parties
a copy of the occupation certificate or a Final Inspection
Certificate
title search showing the applicant(s) as the registered
proprietor(s)
evidence of unencumbered value (land only), attach one
of the following (where more than one is available, please
provide the most recent):
► a copy of a current valuation by a suitably qualified
valuer (includes bank valuation)
► a copy of a current stamped contract or transfer for
the purchase of the land.
Application must be lodged with OSR a copy of the transfer dated and signed by all parties
evidence that there was an eligible transaction for the
purchase of the property, (e.g. written statement from the
buyer and the seller stating the terms of the agreement,
the date the agreement was made and the agreed
purchase price)
evidence that the consideration has been paid by the
applicant, (e.g. provide copies of bank statements of
the applicant showing the payment (withdrawal) of the
purchase money at settlement and any copies of loan
agreements, solicitors instructions or receipts for payment
of the consideration)
evidence of total value of the property (house and land)
dated within the last 12 months – attach one of the
following:
► copy of the stamped contract or transfer which
shows the dutiable amount in the stamping details
► a copy of the property valuation by a suitably
qualified valuer a copy of the property valuation
obtained by your financial institution for the approval
of your loan
► a copy of a market appraisal by a registered real
estate agent.
3. Owner builder
If lodging with an approved agent If lodging with OSR
Owner builders must lodge their application with OSR a copy of the approval from council for the laying of the
foundations or receipt for foundations
a copy of the occupation certificate or a Final Inspection
Certificate
a copy of the documentary evidence of building costs
incurred for the construction of the home. The proof
submitted must total an amount equal to or greater than
the grant and must not include your own labour costs
title search showing the applicant(s) as the registered
proprietor(s)
evidence of total value of the property (house and land) as
at completion of construction, attach one of the following:
► a copy of the property valuation by a suitably qualified
valuer
► a copy of the property valuation obtained by your
financial institution for the approval of your loan
► a copy of a market appraisal by a registered real
estate agent.
From a related party or where there is no written contract
2. Contract to build a home
If lodging with an approved agent If lodging with OSR
a copy of the contract to build, dated and signed by all
parties
evidence of unencumbered value (land only), attach one
of the following (where more than one is available, please
provide the most recent):
► a copy of a current valuation by a suitably qualified
valuer (includes bank valuation)
► a copy of a current stamped contract or transfer for
the purchase of the land.
a copy of the contract to build, dated and signed by all
parties
a copy of the occupation certificate or a Final Inspection
Certificate
title search showing the applicant(s) as the registered
proprietor(s)
evidence of unencumbered value (land only), attach one
of the following (where more than one is available, please
provide the most recent):
► a copy of a current valuation by a suitably qualified
valuer (includes bank valuation)
► a copy of a current stamped contract or transfer for
the purchase of the land.
Application must be lodged with OSR a copy of the transfer dated and signed by all parties
evidence that there was an eligible transaction for the
purchase of the property, (e.g. written statement from the
buyer and the seller stating the terms of the agreement,
the date the agreement was made and the agreed
purchase price)
evidence that the consideration has been paid by the
applicant, (e.g. provide copies of bank statements of
the applicant showing the payment (withdrawal) of the
purchase money at settlement and any copies of loan
agreements, solicitors instructions or receipts for payment
of the consideration)
evidence of total value of the property (house and land)
dated within the last 12 months – attach one of the
following:
► copy of the stamped contract or transfer which
shows the dutiable amount in the stamping details
► a copy of the property valuation by a suitably
qualified valuer a copy of the property valuation
obtained by your financial institution for the approval
of your loan
► a copy of a market appraisal by a registered real
estate agent.
3. Owner builder
If lodging with an approved agent If lodging with OSR
Owner builders must lodge their application with OSR a copy of the approval from council for the laying of the
foundations or receipt for foundations
a copy of the occupation certificate or a Final Inspection
Certificate
a copy of the documentary evidence of building costs
incurred for the construction of the home. The proof
submitted must total an amount equal to or greater than
the grant and must not include your own labour costs
title search showing the applicant(s) as the registered
proprietor(s)
evidence of total value of the property (house and land) as
at completion of construction, attach one of the following:
► a copy of the property valuation by a suitably qualified
valuer
► a copy of the property valuation obtained by your
financial institution for the approval of your loan
► a copy of a market appraisal by a registered real
estate agent.
LODGEMENT GUIDE | First Home Owner Grant 2017 9 of 23
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 OSR.
The following table details the various scenarios:
Purchase of a new or off-the-plan home
If lodging with an approved agent If lodging with OSR
At date of settlement by approved
agent.
Within 15 working days of lodging a
complete application, after completion
of the eligible transaction.
Contract to build
If lodging with an approved agent If lodging with OSR
On date of first progress payment by
approved agent.
Within 15 working days of lodging a
complete application, after completion
of the eligible transaction.
Owner builder
If lodging with an approved agent If lodging with OSR
Must be lodged with OSR. Within 15 working days of lodging a
complete application, after completion
of the eligible transaction.
Terms contract
If lodging with an approved agent If lodging with OSR
Must be lodged with OSR. Within 15 working days of lodging a
complete application with evidence that
an applicant has taken up occupation
of the home, and the residence
requirement has been met.
When do I have to move in and for how long?
At least one applicant must live in the home as their principal place of
residence for at least six continuous months commencing within 12
months of completion of the eligible transaction.
Where an applicant was a member of the permanent forces of the
Australian Defence Force and all applicants were enrolled on the NSW
electoral roll, as at the commencement date of the eligible transaction.
It is the responsibility of the applicant to satisfy the Commissioner that
they have met the residence requirement. Applicants may be required
to verify this later by providing documentation supporting their period o
occupancy.
Should you not meet the residence requirement, you must contact OSR
within 14 days after the period allowed for occupation, notifying OSR in
writing and repay the grant.
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 OSR.
The following table details the various scenarios:
Purchase of a new or off-the-plan home
If lodging with an approved agent If lodging with OSR
At date of settlement by approved
agent.
Within 15 working days of lodging a
complete application, after completion
of the eligible transaction.
Contract to build
If lodging with an approved agent If lodging with OSR
On date of first progress payment by
approved agent.
Within 15 working days of lodging a
complete application, after completion
of the eligible transaction.
Owner builder
If lodging with an approved agent If lodging with OSR
Must be lodged with OSR. Within 15 working days of lodging a
complete application, after completion
of the eligible transaction.
Terms contract
If lodging with an approved agent If lodging with OSR
Must be lodged with OSR. Within 15 working days of lodging a
complete application with evidence that
an applicant has taken up occupation
of the home, and the residence
requirement has been met.
When do I have to move in and for how long?
At least one applicant must live in the home as their principal place of
residence for at least six continuous months commencing within 12
months of completion of the eligible transaction.
Where an applicant was a member of the permanent forces of the
Australian Defence Force and all applicants were enrolled on the NSW
electoral roll, as at the commencement date of the eligible transaction.
It is the responsibility of the applicant to satisfy the Commissioner that
they have met the residence requirement. Applicants may be required
to verify this later by providing documentation supporting their period o
occupancy.
Should you not meet the residence requirement, you must contact OSR
within 14 days after the period allowed for occupation, notifying OSR in
writing and repay the grant.
LODGEMENT GUIDE | First Home Owner Grant 2017 10 of 23
Common errors and misunderstandings
Some of the common errors and misunderstandings identified by the OSR
compliance activity are outlined below. This information is provided to assis
you to understand and meet your obligations.
Failing to read and understand ALL of the eligibility criteria.
Failing to read and understand the warnings and penalties associated
with lodging a false or misleading application.
Failing to make the property the recipient’s principal place of residence
Failing to disclose previous names, including previous married name(s).
Misunderstanding the residence requirements; for example, believing
that:
► as long as the grant property is left vacant for six months and not
leased, the residence requirements are met
► renovating the grant property whilst using another residence to coo
shower, sleep, etc, complies with the residence requirements
► living in the grant property for a period of less than six months is
acceptable without seeking the Commissioner’s approval.
Commencing occupation of the home after the 12 month period is
acceptable without seeking the Commissioner's approval.
If you are unsure, please consult our website or contact OSR.
Common errors and misunderstandings
Some of the common errors and misunderstandings identified by the OSR
compliance activity are outlined below. This information is provided to assis
you to understand and meet your obligations.
Failing to read and understand ALL of the eligibility criteria.
Failing to read and understand the warnings and penalties associated
with lodging a false or misleading application.
Failing to make the property the recipient’s principal place of residence
Failing to disclose previous names, including previous married name(s).
Misunderstanding the residence requirements; for example, believing
that:
► as long as the grant property is left vacant for six months and not
leased, the residence requirements are met
► renovating the grant property whilst using another residence to coo
shower, sleep, etc, complies with the residence requirements
► living in the grant property for a period of less than six months is
acceptable without seeking the Commissioner’s approval.
Commencing occupation of the home after the 12 month period is
acceptable without seeking the Commissioner's approval.
If you are unsure, please consult our website or contact OSR.
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LODGEMENT GUIDE | First Home Owner Grant 2017 11 of 23
Terms used
Applicant
A person applying for a grant who, on completion of the
purchase of a home or construction of a new home, will
own or hold a relevant interest in the land on which the
home is built, except for a small interest holder.
Approved agent
An organisation approved by OSR that is authorised to
process applications for the First Home Owner Grant.
Cap amount
The cap amount is the maximum total value of the
property to be eligible for a grant. The cap amount for
eligible transactions entered into between 1 July 2014
and 30 June 2017 is $750,000. From 1 July 2017 the
cap amount for:
• the purchase of a new home from is $600,000
• the total transaction value for a contract to build a
new home, or for owner builders is $750,000
Commencement date of the eligible transaction
Date of contract to purchase or build a new home,
or for an owner builder – date the foundations
commenced to be laid.
Commissioner
Chief Commissioner of State Revenue,
New South Wales.
Completion of the eligible transaction
When the applicant is entitled to possession of the
property under the contract, or the eligible building
is ready for occupation as a place of residence and
(except for Terms contracts) the applicant is registered
on the certificate of title.
Contract to build
A comprehensive building contract where a builder
agrees to build a home, from the time the building starts
to when it is finished and is ready for occupation.
Consideration
The purchase price or cost of construction of the home.
Eligible transaction
The contract for the purchase of a new home, contract
to build a home or construct a home as an owner
builder on or after 1 October 2012.
Home
A building, affixed to land, that may be lawfully used
as a place of residence and is, in the Commissioner’s
opinion, suitable for use as a place of residence.
Home built to replace demolished premises
A home is a home built to replace demolished premises if:
a) The home has been built to replace demolished
premises on the same land, and
b) the home built to replace the demolished premises,
has not been previously occupied or sold as a
place of residence
c) the owner(s) of the home did not occupy the
demolished premises as a place of residence
before demolition.
Natural person
A person (does not include a company or trust).
New home
A home that has not been previously occupied or sold
as a place of residence, and includes a substantially
renovated home and a home built to replace
demolished premises.
Notifiable event
When any part of the eligibility criteria is not met, the
applicant(s) must notify the Commissioner within 14
days of the event.
An example would be where an applicant is not able
to satisfy the residence requirement or where the total
value exceeds the cap amount.
Off the Plan
A contract for the purchase of the home on a proposed
lot in an unregistered plan of a subdivision of land.
An example is the purchase a unit before it is built or
before the strata plan is registered.
Owner
A person who has a relevant interest in land on which a
home is built.
Owner builder
An owner of land who builds a home or has a home
built, on the land without entering into a contract to
build, and includes the purchase of a manufactured,
prefabricated or moveable home.
OSR
The Office of State Revenue, New South Wales.
Permanent forces of the Australian Defence Force
Permanent forces of the Australian Defence Force
comprises of members of the Regular Army, the
Permanent Navy or the Permanent Air Force. It does not
include a reservist for the Army, Navy or Air Force.
Permanent resident
A person who holds a permanent residency visa
(under section 30 of the Migration Act 1958 of the
Commonwealth) or a New Zealand citizen who is the
holder of a special category visa (under section 32 of
the Migration Act 1958).
Principal place of residence
The home you primarily reside in.
Property
Under the First Home Owner Grant (New Homes) Act
2000 property means:
a) a home, or
b) land, or
c) a relevant interest in land.
Terms used
Applicant
A person applying for a grant who, on completion of the
purchase of a home or construction of a new home, will
own or hold a relevant interest in the land on which the
home is built, except for a small interest holder.
Approved agent
An organisation approved by OSR that is authorised to
process applications for the First Home Owner Grant.
Cap amount
The cap amount is the maximum total value of the
property to be eligible for a grant. The cap amount for
eligible transactions entered into between 1 July 2014
and 30 June 2017 is $750,000. From 1 July 2017 the
cap amount for:
• the purchase of a new home from is $600,000
• the total transaction value for a contract to build a
new home, or for owner builders is $750,000
Commencement date of the eligible transaction
Date of contract to purchase or build a new home,
or for an owner builder – date the foundations
commenced to be laid.
Commissioner
Chief Commissioner of State Revenue,
New South Wales.
Completion of the eligible transaction
When the applicant is entitled to possession of the
property under the contract, or the eligible building
is ready for occupation as a place of residence and
(except for Terms contracts) the applicant is registered
on the certificate of title.
Contract to build
A comprehensive building contract where a builder
agrees to build a home, from the time the building starts
to when it is finished and is ready for occupation.
Consideration
The purchase price or cost of construction of the home.
Eligible transaction
The contract for the purchase of a new home, contract
to build a home or construct a home as an owner
builder on or after 1 October 2012.
Home
A building, affixed to land, that may be lawfully used
as a place of residence and is, in the Commissioner’s
opinion, suitable for use as a place of residence.
Home built to replace demolished premises
A home is a home built to replace demolished premises if:
a) The home has been built to replace demolished
premises on the same land, and
b) the home built to replace the demolished premises,
has not been previously occupied or sold as a
place of residence
c) the owner(s) of the home did not occupy the
demolished premises as a place of residence
before demolition.
Natural person
A person (does not include a company or trust).
New home
A home that has not been previously occupied or sold
as a place of residence, and includes a substantially
renovated home and a home built to replace
demolished premises.
Notifiable event
When any part of the eligibility criteria is not met, the
applicant(s) must notify the Commissioner within 14
days of the event.
An example would be where an applicant is not able
to satisfy the residence requirement or where the total
value exceeds the cap amount.
Off the Plan
A contract for the purchase of the home on a proposed
lot in an unregistered plan of a subdivision of land.
An example is the purchase a unit before it is built or
before the strata plan is registered.
Owner
A person who has a relevant interest in land on which a
home is built.
Owner builder
An owner of land who builds a home or has a home
built, on the land without entering into a contract to
build, and includes the purchase of a manufactured,
prefabricated or moveable home.
OSR
The Office of State Revenue, New South Wales.
Permanent forces of the Australian Defence Force
Permanent forces of the Australian Defence Force
comprises of members of the Regular Army, the
Permanent Navy or the Permanent Air Force. It does not
include a reservist for the Army, Navy or Air Force.
Permanent resident
A person who holds a permanent residency visa
(under section 30 of the Migration Act 1958 of the
Commonwealth) or a New Zealand citizen who is the
holder of a special category visa (under section 32 of
the Migration Act 1958).
Principal place of residence
The home you primarily reside in.
Property
Under the First Home Owner Grant (New Homes) Act
2000 property means:
a) a home, or
b) land, or
c) a relevant interest in land.
LODGEMENT GUIDE | First Home Owner Grant 2017 12 of 23
Related or associated party
A person is related to or associated with another party
when:
a) one is the spouse/partner of the other
b) they are related by blood, marriage or adoption
c) they are a shareholder or director of the other party,
being a company
d) they are a beneficiary of a trust for which the other
party is a trustee
e) the transaction is otherwise not at arm’s length.
Relevant interest
A person with a relevant interest may be described as
someone who will have a legal entitlement to occupy
the home being bought or constructed. Usually this will
be the person(s) registered as proprietor on the title.
This commonly is an estate in fee simple. Other forms
of interest are defined in the First Home Owner Grant
(New Homes) Act 2000.
Residence requirement
At least one applicant must reside in the home as their
principal place of residence for a continuous period of
at least six months commencing within 12 months of
completion of the eligible transaction.
Residential property
Land in Australia on which there is a home which
is lawfully occupied or suitable for occupation. This
includes houses, townhouses, units, flats, duplexes,
converted warehouses, fixed moveable homes and kit
homes.
Small interest holder
A person whose ownership share in the home does
not exceed 5 per cent. Where there is more than one
small interest holder, the total ownership share of all
small interest holders does not exceed 5 per cent.
Small interest holders cannot be the spouse or de facto
partner of the applicant
Spouse/partner
The person to whom the applicant is married or living
with as a couple in a de facto relationship (including
same sex relationships) as defined in the Interpretation
Act 1987.
Note: There is no minimum period of cohabitation
needed to establish a de facto relationship under the
Interpretation Act 1987.
Substantially renovated home
A home is a substantially renovated home if:
a) Has been created through renovations in which
all, or substantially all of a building is removed or
replaced (whether or not the renovations involve
the removal or replacement of foundations, external
walls, interior supporting walls, floors or staircases),
and
b) the home has not been previously occupied or sold
as a place of residence, since the renovation.
‘Substantial renovations’ of a building are defined
as renovations in which all, or substantially all, of a
building is removed or replaced. The renovations
may, but need not, involve the removal or
replacement of foundations, external walls, interior
supporting walls, floors, roof or staircases.
Terms contract
A contract for the sale of land where the purchaser has
to 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 possession
under the contract and cannot be registered on title
until the final payment is made to the vendor.
Title search
A search on the land which shows the names of the
registered owners. A title search can be obtained from
www.lpi.nsw.gov.au/land_titles/information_brokers
Total value
Contract to purchase a new home, the total value is the
greater of the following:
1. the consideration for the eligible transaction
2. the unencumbered value, as at the commencement
date of the eligible transaction.
Contract to build, the total value is calculated by adding
together:
1. The consideration for the eligible transaction, and
2. The value, at the commencement date of the
relevant interest in the land on which the home is to
be built
Owner builder, the total value is calculated by adding
together:
1. The unencumbered value of the home at the date
the transaction is completed, and
2. The value, at the date the transaction is completed,
of the relevant interest in the land on which the
home is built.
Unencumbered value
The total value of the property determined without
regard to any encumbrance (e.g. mortgage) to which
the property is subject, or any arrangement that
results in the reduction of the value of the property
(e.g. child purchasing home from parents at a
reduced price). Please refer to the First Home Owner
Grant (New Homes) Act 2000 for the full definition of
unencumbered value.
Vendor Statement
A statement from the vendor or vendors legal
representative which states this is the first sale of
the home and the home has never been previously
occupied since the completion of construction.
Terms used
Related or associated party
A person is related to or associated with another party
when:
a) one is the spouse/partner of the other
b) they are related by blood, marriage or adoption
c) they are a shareholder or director of the other party,
being a company
d) they are a beneficiary of a trust for which the other
party is a trustee
e) the transaction is otherwise not at arm’s length.
Relevant interest
A person with a relevant interest may be described as
someone who will have a legal entitlement to occupy
the home being bought or constructed. Usually this will
be the person(s) registered as proprietor on the title.
This commonly is an estate in fee simple. Other forms
of interest are defined in the First Home Owner Grant
(New Homes) Act 2000.
Residence requirement
At least one applicant must reside in the home as their
principal place of residence for a continuous period of
at least six months commencing within 12 months of
completion of the eligible transaction.
Residential property
Land in Australia on which there is a home which
is lawfully occupied or suitable for occupation. This
includes houses, townhouses, units, flats, duplexes,
converted warehouses, fixed moveable homes and kit
homes.
Small interest holder
A person whose ownership share in the home does
not exceed 5 per cent. Where there is more than one
small interest holder, the total ownership share of all
small interest holders does not exceed 5 per cent.
Small interest holders cannot be the spouse or de facto
partner of the applicant
Spouse/partner
The person to whom the applicant is married or living
with as a couple in a de facto relationship (including
same sex relationships) as defined in the Interpretation
Act 1987.
Note: There is no minimum period of cohabitation
needed to establish a de facto relationship under the
Interpretation Act 1987.
Substantially renovated home
A home is a substantially renovated home if:
a) Has been created through renovations in which
all, or substantially all of a building is removed or
replaced (whether or not the renovations involve
the removal or replacement of foundations, external
walls, interior supporting walls, floors or staircases),
and
b) the home has not been previously occupied or sold
as a place of residence, since the renovation.
‘Substantial renovations’ of a building are defined
as renovations in which all, or substantially all, of a
building is removed or replaced. The renovations
may, but need not, involve the removal or
replacement of foundations, external walls, interior
supporting walls, floors, roof or staircases.
Terms contract
A contract for the sale of land where the purchaser has
to 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 possession
under the contract and cannot be registered on title
until the final payment is made to the vendor.
Title search
A search on the land which shows the names of the
registered owners. A title search can be obtained from
www.lpi.nsw.gov.au/land_titles/information_brokers
Total value
Contract to purchase a new home, the total value is the
greater of the following:
1. the consideration for the eligible transaction
2. the unencumbered value, as at the commencement
date of the eligible transaction.
Contract to build, the total value is calculated by adding
together:
1. The consideration for the eligible transaction, and
2. The value, at the commencement date of the
relevant interest in the land on which the home is to
be built
Owner builder, the total value is calculated by adding
together:
1. The unencumbered value of the home at the date
the transaction is completed, and
2. The value, at the date the transaction is completed,
of the relevant interest in the land on which the
home is built.
Unencumbered value
The total value of the property determined without
regard to any encumbrance (e.g. mortgage) to which
the property is subject, or any arrangement that
results in the reduction of the value of the property
(e.g. child purchasing home from parents at a
reduced price). Please refer to the First Home Owner
Grant (New Homes) Act 2000 for the full definition of
unencumbered value.
Vendor Statement
A statement from the vendor or vendors legal
representative which states this is the first sale of
the home and the home has never been previously
occupied since the completion of construction.
Terms used
LODGEMENT GUIDE | First Home Owner Grant 2017 13 of 23
Guide to completing the application
The first home owner grant application form has eight sections. These sections must be completed as follows
01 Eligibility criteria
Answer questions 1 to 7 by crossing the relevant ‘yes’
or ‘no’ box. The answers are designed to establish that
the applicant(s) for the grant meet the eligibility criteria.
All persons with a relevant interest (refer to terms
used) in the property, and any spouse/partner of these
persons, must be considered when answering these
questions.
In exceptional circumstances, the Commissioner may
use discretion in relation to the eligibility criteria. Please
contact OSR for further information.
All decisions relating to the eligibility of an applicant are
made by the Commissioner and are determined on the
facts and circumstances as at the commencement date
of the eligible transaction.
02 Applicant details
Detail the number of persons with a relevant interest. All
persons who have, or will have, a relevant interest in the
property must record their details in this section.
If there are more than two applicants, an additional
application will need to be completed and attached to
the application form.
If an applicant has a spouse/partner, there are two
options. If your spouse/partner is an applicant, they
must be recorded within this section. If your spouse/
partner is not an applicant, they are required to
complete the details in section 3 of the application form.
Please nominate a postal address for correspondence
to be sent on behalf of all applicants.
03 Spouse/partner details
This section must be completed where the spouse/
partner of an applicant has not been specified in section
2 as an applicant (and therefore will have no relevant
interest in the residential property). If this section is
required to be completed the spouse/partner must
complete the declaration in section 7.
04 Property and transaction details
Provide the address and current title (folio identifier
number) details of the property. The folio identifier
number can be obtained from the transfer document, a
title search or the contract for sale. If the folio identifier
number is unavailable, enter the parent title folio
identifier number.
Provide the expected date of occupancy as owner of
the home. Estimate this date if you are unsure or leave
blank if the Australian Defence Force residence.
05 Payment details
Applicants must complete this section only if applying
through OSR.
You must nominate an account to receive funds
electronically (EFT). The account can belong to a person
who is not an applicant.
Payment of the grant will be made into the nominated
bank account. Provide details of the name of the
financial institution, account name, BSB, and account
number. Failure to provide correct details will cause
delays in payment of the grant.
If you are applying through an approved agent, leave
payment details blank.
06 Declaration by applicant
All applicants must sign the declaration and have
read and understood all the details completed on the
application form.
07 Declaration by spouse/partner
If an applicant’s spouse/partner is not an applicant,
they must sign this declaration and must have read and
understood all details completed on the application
form as they relate to them.
08 Supporting documentation checklist
Please supply the required documents with your
application and check off the documents attached.
Failure to produce the relevant documentation will result
in delays in processing.
Privacy statement
Information collected from you on this form is required by the Office of State Revenue (OSR) to determine your eligibility for the grant
the First Home Owner Grant scheme. By submitting this form, you consent to OSR 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 OSR o
approved agent. This information may be provided to third parties with your consent or as required or permitted by law. OSR will corr
update your personal information at your request.
Guide to completing the application
The first home owner grant application form has eight sections. These sections must be completed as follows
01 Eligibility criteria
Answer questions 1 to 7 by crossing the relevant ‘yes’
or ‘no’ box. The answers are designed to establish that
the applicant(s) for the grant meet the eligibility criteria.
All persons with a relevant interest (refer to terms
used) in the property, and any spouse/partner of these
persons, must be considered when answering these
questions.
In exceptional circumstances, the Commissioner may
use discretion in relation to the eligibility criteria. Please
contact OSR for further information.
All decisions relating to the eligibility of an applicant are
made by the Commissioner and are determined on the
facts and circumstances as at the commencement date
of the eligible transaction.
02 Applicant details
Detail the number of persons with a relevant interest. All
persons who have, or will have, a relevant interest in the
property must record their details in this section.
If there are more than two applicants, an additional
application will need to be completed and attached to
the application form.
If an applicant has a spouse/partner, there are two
options. If your spouse/partner is an applicant, they
must be recorded within this section. If your spouse/
partner is not an applicant, they are required to
complete the details in section 3 of the application form.
Please nominate a postal address for correspondence
to be sent on behalf of all applicants.
03 Spouse/partner details
This section must be completed where the spouse/
partner of an applicant has not been specified in section
2 as an applicant (and therefore will have no relevant
interest in the residential property). If this section is
required to be completed the spouse/partner must
complete the declaration in section 7.
04 Property and transaction details
Provide the address and current title (folio identifier
number) details of the property. The folio identifier
number can be obtained from the transfer document, a
title search or the contract for sale. If the folio identifier
number is unavailable, enter the parent title folio
identifier number.
Provide the expected date of occupancy as owner of
the home. Estimate this date if you are unsure or leave
blank if the Australian Defence Force residence.
05 Payment details
Applicants must complete this section only if applying
through OSR.
You must nominate an account to receive funds
electronically (EFT). The account can belong to a person
who is not an applicant.
Payment of the grant will be made into the nominated
bank account. Provide details of the name of the
financial institution, account name, BSB, and account
number. Failure to provide correct details will cause
delays in payment of the grant.
If you are applying through an approved agent, leave
payment details blank.
06 Declaration by applicant
All applicants must sign the declaration and have
read and understood all the details completed on the
application form.
07 Declaration by spouse/partner
If an applicant’s spouse/partner is not an applicant,
they must sign this declaration and must have read and
understood all details completed on the application
form as they relate to them.
08 Supporting documentation checklist
Please supply the required documents with your
application and check off the documents attached.
Failure to produce the relevant documentation will result
in delays in processing.
Privacy statement
Information collected from you on this form is required by the Office of State Revenue (OSR) to determine your eligibility for the grant
the First Home Owner Grant scheme. By submitting this form, you consent to OSR 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 OSR o
approved agent. This information may be provided to third parties with your consent or as required or permitted by law. OSR will corr
update your personal information at your request.
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OFH 001 | Application Form | June 2017 14 of 23
First Home Owner Grant (New Homes) Act 2000
New South Wales
Application Form for New Homes
Note:
Use this form if you are purchasing or building a new home and
the commencement date of the eligible transaction is on or after
1 July 2014
This application will not be accepted unless fully completed
and all required supporting evidence is lodged. All alterations
must be initialled by the applicant(s) and declarations signed
Read the lodgement guide for explanations of the terms used in
this application
Applications must be lodged within 12 months of completion of the
eligible transaction
There are significant penalties for making a false or misleading
statement, as well as possible prosecution
Please answer all questions and crossthe appropriate boxes.
SECTION 1 Eligibility criteria
Note:
Eligibility is determined as at the commencement date of the eligible transaction
All applicants and their spouse/partner must be considered when answering eligibility questions.
Eligibility checklist
OFFICE USE ONLY
UIN
Application
reference
Application
received by
Date lodged / /
1. Is this the first time each applicant and/or their spouse/partner will receive a first home owner grant in
any 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 residential
property 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 for
a continuous period of at least six months in which they acquired a relevant interest on or after 1 July
2000 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 whose
interest 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 continuous
period 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 Force
residence 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:
entered into a contract for the purchase of a new home in New South Wales OR
entered into a contract to have a home built in New South Wales OR
in the case of an owner builder, commenced construction of a home in New South Wales?
(i.e. laying of foundations).
Determination of eligibility
If you answered ‘Yes’ to ALL of the above questions, you may be entitled to receive the First Home Owner Gran
a 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 No
Yes No
Yes No
Yes No
Yes No
Yes No
Yes No
First Home Owner Grant (New Homes) Act 2000
New South Wales
Application Form for New Homes
Note:
Use this form if you are purchasing or building a new home and
the commencement date of the eligible transaction is on or after
1 July 2014
This application will not be accepted unless fully completed
and all required supporting evidence is lodged. All alterations
must be initialled by the applicant(s) and declarations signed
Read the lodgement guide for explanations of the terms used in
this application
Applications must be lodged within 12 months of completion of the
eligible transaction
There are significant penalties for making a false or misleading
statement, as well as possible prosecution
Please answer all questions and crossthe appropriate boxes.
SECTION 1 Eligibility criteria
Note:
Eligibility is determined as at the commencement date of the eligible transaction
All applicants and their spouse/partner must be considered when answering eligibility questions.
Eligibility checklist
OFFICE USE ONLY
UIN
Application
reference
Application
received by
Date lodged / /
1. Is this the first time each applicant and/or their spouse/partner will receive a first home owner grant in
any 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 residential
property 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 for
a continuous period of at least six months in which they acquired a relevant interest on or after 1 July
2000 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 whose
interest 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 continuous
period 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 Force
residence 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:
entered into a contract for the purchase of a new home in New South Wales OR
entered into a contract to have a home built in New South Wales OR
in the case of an owner builder, commenced construction of a home in New South Wales?
(i.e. laying of foundations).
Determination of eligibility
If you answered ‘Yes’ to ALL of the above questions, you may be entitled to receive the First Home Owner Gran
a 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 No
Yes No
Yes No
Yes No
Yes No
Yes No
Yes No
OFH 001 | Application Form | June 2017 15 of 23
SECTION 2 Applicant details
Note:
All applicants must complete this section.
If there are more than two applicants, please complete and attach an additional application form.
Each applicant must sign the ‘Declaration by applicant’ at Section 6.
Number of applicants
How many people will have a relevant interest in the property? Enter number of applicants
Related or associated party transactions
Are any of the applicants or their spouse/partner(s) related
to or associated with the vendor or builder? Yes No
If ‘Yes’, please provide
evidence of the
consideration paid.
(Refer to lodgement guide).
Indigenous Australian
This question is optional – the information will only be used for statistical
purposes by Commonwealth and State Governments, and has no bearing on
your application.
Are any of the applicants Aboriginal or Torres Strait Islander? Yes No
Australian Defence Force residence exemption
An exemption to the residence requirement, is only available to Australian
Defence Force personnel.
Please leave questions blank if you are not entitled to the exemption.
Only complete the following questions if you are applying for
the exemption.
1. Was at least one applicant a member of the permanent forces of the
Australian Defence Force as at the commencement date of the eligible
transaction?
Yes No
If ‘Yes’, please indicate which branch they serve(d) in: Regular Army
Permanent Navy
Permanent Air Force
2. If ‘Yes’ to question 1, were all the applicants enrolled on the NSW electoral
roll as at the commencement date of the eligible transaction? Yes No
If you answered ‘Yes’ to questions 1 and 2, you may be eligible for the
residence exemption.
To receive your exemption, please provide a copy of a document issued
by the Australian Defence Force. This document must clearly show the
applicant’s name and that the applicant was a permanent member of the
Australian Defence Force as at the commencement date of the eligible
transaction.
Note: An exemption will not be granted if the document is not provided.
Approved Agent and OSR use only
Please cross this box if you have sighted the documentary evidence and a
copy is attached to the application. Yes(Evidence provided)
Participation in First Home Benefits promotions
This question is optional – and has no bearing on your application.
The Office of State Revenue often promotes the First Home Benefits to
increase 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 OSR prior to any promotional activity.
2
SECTION 2 Applicant details
Note:
All applicants must complete this section.
If there are more than two applicants, please complete and attach an additional application form.
Each applicant must sign the ‘Declaration by applicant’ at Section 6.
Number of applicants
How many people will have a relevant interest in the property? Enter number of applicants
Related or associated party transactions
Are any of the applicants or their spouse/partner(s) related
to or associated with the vendor or builder? Yes No
If ‘Yes’, please provide
evidence of the
consideration paid.
(Refer to lodgement guide).
Indigenous Australian
This question is optional – the information will only be used for statistical
purposes by Commonwealth and State Governments, and has no bearing on
your application.
Are any of the applicants Aboriginal or Torres Strait Islander? Yes No
Australian Defence Force residence exemption
An exemption to the residence requirement, is only available to Australian
Defence Force personnel.
Please leave questions blank if you are not entitled to the exemption.
Only complete the following questions if you are applying for
the exemption.
1. Was at least one applicant a member of the permanent forces of the
Australian Defence Force as at the commencement date of the eligible
transaction?
Yes No
If ‘Yes’, please indicate which branch they serve(d) in: Regular Army
Permanent Navy
Permanent Air Force
2. If ‘Yes’ to question 1, were all the applicants enrolled on the NSW electoral
roll as at the commencement date of the eligible transaction? Yes No
If you answered ‘Yes’ to questions 1 and 2, you may be eligible for the
residence exemption.
To receive your exemption, please provide a copy of a document issued
by the Australian Defence Force. This document must clearly show the
applicant’s name and that the applicant was a permanent member of the
Australian Defence Force as at the commencement date of the eligible
transaction.
Note: An exemption will not be granted if the document is not provided.
Approved Agent and OSR use only
Please cross this box if you have sighted the documentary evidence and a
copy is attached to the application. Yes(Evidence provided)
Participation in First Home Benefits promotions
This question is optional – and has no bearing on your application.
The Office of State Revenue often promotes the First Home Benefits to
increase 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 OSR prior to any promotional activity.
2
OFH 001 | Application Form | June 2017 16 of 23
Applicant 1 (contact applicant)
Title
First name
Middle name(s)
Family name
Name on birth certificate
(if different from above) First name
Middle name(s)
Family name
First name
Middle name(s)
Family name
Have you ever used any
name other than the name(s)
declared above?
Address for
service of notices
(if different from above)
Street no.
Street name
Suburb/town
State Postcode
Daytime phone number
Email address
Current residential address Street no.
Street name
Suburb/town
State Postcode
Street no.
Street name
State Postcode
Suburb/town
Date of birth(dd/mm/yyyy)
Place of birth State/Territory
Country
State/Territory
Country
As at the commencement
date of the eligible transaction,
did you have a spouse/partner?
Yes
No
If ‘Yes’, your spouse/partner must
complete the details as applicant 2
above.
If ‘No’, you must complete
Section 3 — spouse/partner details.
Yes
No
If yes, will your spouse/partner
have a relevant interest
in the home?
Note: If you are separated from
your spouse, supply a statutory
declaration (refer to Lodgement
Guide 1B)
Applicant 2
Mr Mrs Miss Ms Dr
( )
Yes list name(s) below No
Yes
No
If ‘Yes’, your spouse/partner must
complete the details as an applicant.
If ‘No’, you must complete
Section 3 — spouse/partner details.
Yes
No
Note: If you are separated from
your spouse, supply a statutory
declaration (refer to Lodgement
Guide 1B)
SECTION 2 Applicant details (cont)
Mr Mrs Miss Ms Dr
Yes list name(s) below No
( )
Ross
Australia
02 9400 9900
r.cooper@optusnet.com.au
Unit 2, 27
High St
Mackville
NSW 2080
-DO-
Melissa
Australia
02 9400 9900
Melissac@bigpond.com.au
Unit 2, 27
High St
Mackville
NSW 2080
Applicant 1 (contact applicant)
Title
First name
Middle name(s)
Family name
Name on birth certificate
(if different from above) First name
Middle name(s)
Family name
First name
Middle name(s)
Family name
Have you ever used any
name other than the name(s)
declared above?
Address for
service of notices
(if different from above)
Street no.
Street name
Suburb/town
State Postcode
Daytime phone number
Email address
Current residential address Street no.
Street name
Suburb/town
State Postcode
Street no.
Street name
State Postcode
Suburb/town
Date of birth(dd/mm/yyyy)
Place of birth State/Territory
Country
State/Territory
Country
As at the commencement
date of the eligible transaction,
did you have a spouse/partner?
Yes
No
If ‘Yes’, your spouse/partner must
complete the details as applicant 2
above.
If ‘No’, you must complete
Section 3 — spouse/partner details.
Yes
No
If yes, will your spouse/partner
have a relevant interest
in the home?
Note: If you are separated from
your spouse, supply a statutory
declaration (refer to Lodgement
Guide 1B)
Applicant 2
Mr Mrs Miss Ms Dr
( )
Yes list name(s) below No
Yes
No
If ‘Yes’, your spouse/partner must
complete the details as an applicant.
If ‘No’, you must complete
Section 3 — spouse/partner details.
Yes
No
Note: If you are separated from
your spouse, supply a statutory
declaration (refer to Lodgement
Guide 1B)
SECTION 2 Applicant details (cont)
Mr Mrs Miss Ms Dr
Yes list name(s) below No
( )
Ross
Australia
02 9400 9900
r.cooper@optusnet.com.au
Unit 2, 27
High St
Mackville
NSW 2080
-DO-
Melissa
Australia
02 9400 9900
Melissac@bigpond.com.au
Unit 2, 27
High St
Mackville
NSW 2080
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OFH 001 | Application Form | June 2017 17 of 23
SECTION 2 Applicant details (cont)
Tick each of the States and/or
Territories which you have lived
Applicant 1 (Contact applicant) Applicant 2
NSW ACT NT QLD
TAS SA VIC WA
NSW ACT NT QLD
TAS SA VIC WA
SECTION 3 Spouse/partner details
Note:
This section must be completed where the spouse/partner of an applicant has not been specified as an applicant in
Section 2 of the application
Applicant’s spouse/partner must sign the spouse/partner declaration at Section 7.
SECTION 4 Property and transaction details
Address of the property
Lot no.
(only use lot no. if street
no. is not allocated)
Unit/
Street no. Street name
Suburb/town State Postcode
Date when occupation as a principal place of residence commenced or
is intended to commence(if not known please estimate) (dd/mm/yyyy).
Leave blank if Australian Defence Force residence exemption applies.
N S W
Spouse/partner of applicant 1
Title
First name
Mr Mrs Miss Ms Dr
Middle name(s)
Family name
Name on birth certificate
(if different from above) First name
Middle name(s)
Family name
First name
Middle name(s)
Family name
( )
Has your spouse/partner
ever used any name
other than the name(s)
declared above?
Yes list name(s) below No
Daytime phone number
Date of birth(dd/mm/yyyy)
Place of birth State/Territory
Country
State/Territory
Country
Tick each of the States and/or
Territories which you have lived
NSW ACT NT QLD
TAS SA VIC WA
Spouse/partner of applicant 2
Mr Mrs Miss Ms Dr
( )
Yes list name(s) below No
NSW ACT NT QLD
TAS SA VIC WA
Email address
SECTION 2 Applicant details (cont)
Tick each of the States and/or
Territories which you have lived
Applicant 1 (Contact applicant) Applicant 2
NSW ACT NT QLD
TAS SA VIC WA
NSW ACT NT QLD
TAS SA VIC WA
SECTION 3 Spouse/partner details
Note:
This section must be completed where the spouse/partner of an applicant has not been specified as an applicant in
Section 2 of the application
Applicant’s spouse/partner must sign the spouse/partner declaration at Section 7.
SECTION 4 Property and transaction details
Address of the property
Lot no.
(only use lot no. if street
no. is not allocated)
Unit/
Street no. Street name
Suburb/town State Postcode
Date when occupation as a principal place of residence commenced or
is intended to commence(if not known please estimate) (dd/mm/yyyy).
Leave blank if Australian Defence Force residence exemption applies.
N S W
Spouse/partner of applicant 1
Title
First name
Mr Mrs Miss Ms Dr
Middle name(s)
Family name
Name on birth certificate
(if different from above) First name
Middle name(s)
Family name
First name
Middle name(s)
Family name
( )
Has your spouse/partner
ever used any name
other than the name(s)
declared above?
Yes list name(s) below No
Daytime phone number
Date of birth(dd/mm/yyyy)
Place of birth State/Territory
Country
State/Territory
Country
Tick each of the States and/or
Territories which you have lived
NSW ACT NT QLD
TAS SA VIC WA
Spouse/partner of applicant 2
Mr Mrs Miss Ms Dr
( )
Yes list name(s) below No
NSW ACT NT QLD
TAS SA VIC WA
Email address
OFH 001 | Application Form | June 2017 18 of 23
Title details
Lot 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 details
What 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 lodgem
Transaction type (please tick applicable boxes)
New Home purchase
1. Is this the first sale of the home? Yes
No
2. Did you purchase the home from the builder? Yes
No
3. Are you/will you be the first occupant(s) of the home? Yes
No
4. Are you purchasing a substantially renovated home? Yes
No
Off the Plan (New Home purchase)
1. Is this the first sale of the home? Yes
No
2. Did you purchase the home from the builder? Yes
No
3. Are you/will you be the first occupant(s) of the home? Yes
No
4. Are you purchasing a substantially renovated home? Yes
No
Contract to build
1. Are you building a home to replace demolished premises? Yes
No
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.
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 of
residence before the demolition? Yes
No
If ‘Yes’, you are not eligible for
the grant as an owner of the new
home cannot have occupied the
demolished premises as a place of
residence before demolition.
Owner builder
1. Are you /will you be building a home to replace demolished premises?Yes
No
2. If ‘Yes’, did an applicant occupy the demolished home as a place of
residence before the demolition? Yes
No
If ‘Yes’, you are not eligible for
the grant as an owner of the new
home cannot have occupied the
demolished premises as a place of
residence before demolition.
Title details
Lot 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 details
What 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 lodgem
Transaction type (please tick applicable boxes)
New Home purchase
1. Is this the first sale of the home? Yes
No
2. Did you purchase the home from the builder? Yes
No
3. Are you/will you be the first occupant(s) of the home? Yes
No
4. Are you purchasing a substantially renovated home? Yes
No
Off the Plan (New Home purchase)
1. Is this the first sale of the home? Yes
No
2. Did you purchase the home from the builder? Yes
No
3. Are you/will you be the first occupant(s) of the home? Yes
No
4. Are you purchasing a substantially renovated home? Yes
No
Contract to build
1. Are you building a home to replace demolished premises? Yes
No
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.
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 of
residence before the demolition? Yes
No
If ‘Yes’, you are not eligible for
the grant as an owner of the new
home cannot have occupied the
demolished premises as a place of
residence before demolition.
Owner builder
1. Are you /will you be building a home to replace demolished premises?Yes
No
2. If ‘Yes’, did an applicant occupy the demolished home as a place of
residence before the demolition? Yes
No
If ‘Yes’, you are not eligible for
the grant as an owner of the new
home cannot have occupied the
demolished premises as a place of
residence before demolition.
OFH 001 | Application Form | June 2017 19 of 23
SECTION 4 Property and transaction details (cont.)
Purchase or construction price
Required for all transaction types:
Contract to purchase – Enter consideration shown on contract
Contract to build – Enter consideration shown on contract
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)
Enter the unimproved land value,
Cross the appropriate box below for the type of evidence used.
Attach a copy of the evidence of the market value of the land at the time of signing the building contract (where more
document 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 ho
a related or associated party or you built your home as an Owner Builder.
Enter the total value of the house and land,
Cross the appropriate box below for the type of evidence used, and
Attach 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) OR
Property Valuation by asuitably qualifiedvaluer OR
Financial institution’s property valuation obtained for loan approval OR
Market appraisal by a registered real estate agent.
$
$
$
APPROVED AGENT AND OSR USE ONLY
All evidence sighted Name of person sighting the evidence
Payment 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 settlem
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 details
Note:
If applying with OSR, the grant will be paid by electronic funds transfer into the account nominated below.
If you are applying with an approved agent, please do not complete the account details below as the grant will be paid
the approved agent in accordance with your agreement.
Payment reference (optional): This reference will be shown
on the account statement, to assist in identifying the payment.
Account name (e.g. John & Jane Citizen)
Name of financial institution and branch
BSB number (must have 6 numbers)
Account number (maximum of 9 numbers) * DO NOT include dashes or spaces
IMPORTANT – Please confirm the account details provided above are correct before lodging your application wi
480000
SECTION 4 Property and transaction details (cont.)
Purchase or construction price
Required for all transaction types:
Contract to purchase – Enter consideration shown on contract
Contract to build – Enter consideration shown on contract
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)
Enter the unimproved land value,
Cross the appropriate box below for the type of evidence used.
Attach a copy of the evidence of the market value of the land at the time of signing the building contract (where more
document 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 ho
a related or associated party or you built your home as an Owner Builder.
Enter the total value of the house and land,
Cross the appropriate box below for the type of evidence used, and
Attach 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) OR
Property Valuation by asuitably qualifiedvaluer OR
Financial institution’s property valuation obtained for loan approval OR
Market appraisal by a registered real estate agent.
$
$
$
APPROVED AGENT AND OSR USE ONLY
All evidence sighted Name of person sighting the evidence
Payment 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 settlem
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 details
Note:
If applying with OSR, the grant will be paid by electronic funds transfer into the account nominated below.
If you are applying with an approved agent, please do not complete the account details below as the grant will be paid
the approved agent in accordance with your agreement.
Payment reference (optional): This reference will be shown
on the account statement, to assist in identifying the payment.
Account name (e.g. John & Jane Citizen)
Name of financial institution and branch
BSB number (must have 6 numbers)
Account number (maximum of 9 numbers) * DO NOT include dashes or spaces
IMPORTANT – Please confirm the account details provided above are correct before lodging your application wi
480000
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OFH 001 | Application Form | June 2017 20 of 23
SECTION 6 Declaration by applicant(s)
1. I have completed the application form and I declare that all
copies of documents attached in support of this application
are a true copy of the original document.
2. I declare that I have not previously received and retained
the grant under the First Home Owner Grant (New Homes)
Act 2000, 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 relevant
interest in a residential property within Australia prior to
1 July 2000.
4. I declare that I have not owned and occupied, for a
continuous period of at least six months, a residential
property within Australia in which I acquired a relevant
interest on or after 1 July 2000.
5. I declare that the interest I hold in the property is not held
subject to a trust.
6. I declare that at the commencement date of the eligible
transaction at least one applicant for the grant was a
permanent resident or an Australian citizen.
7. I declare that at least one applicant will be residing in
the home that is the subject of this application as their
principal place of residence for a continuous period of
at least six months commencing within 12 months of
completion of the eligible transaction, or the residence
requirement does not apply as an applicant was as at the
commencement date of the eligible transaction a member
of the permanent forces of the Australian Defence Force
and all applicants were enrolled on the NSW electoral roll.
8. I undertake to notify the Commissioner of any notifiable
event in writing relevant to the requirements under the
First Home Owner Grant (New Homes) Act 2000 within
14 days from the occurrence of that notifiable event.
9. I have read and understood the information prepared by
OSR relating to the conditions of eligibility.
I accept that if the conditions are not met, I may not be
entitled to receive or retain the grant.
10. I authorise OSR to collect, access and exchange informatio
about me to verify my proof of identity information and to
determine my eligibility for the First Home Owners Grant w
the approved agent (where applicable), document issuing
authorities, other State, Territory and Australian Governme
agencies and commercial organisations as permitted by la
11. I understand that the approved agent is not authorised
by OSR to offer any advice or assistance on the conditions
of eligibility for the grant, or on the completion of this
application.
12. I authorise the approved agent to hold the grant until
completion of the eligible transaction and to repay the
grant to the Commissioner if the transaction is not
completed within 28 days of the date specified.
13. I declare that the total value of the property does not
exceed the cap amount as at the commencement date
of the eligible transaction for Contracts to Purchase and
Contracts to Build or as at the completion date of the
eligible transaction for a home built by an Owner Builder.
14. I authorise the Commissioner to address all correspondenc
relating to this application to Applicant 1 at the
address nominated.
15. I acknowledge that I may be required to repay the grant, b
liable for penalties and may also be prosecuted for making
a false or misleading statement in or in connection with thi
application for the grant.
16. I authorise OSR to deposit the grant into the account
nominated in Section 5 (ensure account details are
correct) or into the approved agent’s nominated account
when lodged with the approved agent.
I declare that I have read and understood the above information and that the information provided in this
application is true and correct.
IMPORTANT – Only sign and date declaration after you have entered into the eligible transaction e.g. signed and dated you
Applicant 1
Name
Signature
Date(dd/mm/yyyy)
Before me
(signature of witness)*
*Witness must not be an
applicant or spouse/partner
of an applicant and must not
be related to the applicant or
spouse/partner
Signature
IMPORTANT – If you are lodging your application directly with OSR, please check that the account details provided in Secti
correct before you sign your declaration.
Applicant 2
Signature
Full name and address
of witness Name
Street no.
Street name
Suburb/town
PostcodeState
Name
Street no.
Street name
Suburb/town
PostcodeState
SECTION 6 Declaration by applicant(s)
1. I have completed the application form and I declare that all
copies of documents attached in support of this application
are a true copy of the original document.
2. I declare that I have not previously received and retained
the grant under the First Home Owner Grant (New Homes)
Act 2000, 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 relevant
interest in a residential property within Australia prior to
1 July 2000.
4. I declare that I have not owned and occupied, for a
continuous period of at least six months, a residential
property within Australia in which I acquired a relevant
interest on or after 1 July 2000.
5. I declare that the interest I hold in the property is not held
subject to a trust.
6. I declare that at the commencement date of the eligible
transaction at least one applicant for the grant was a
permanent resident or an Australian citizen.
7. I declare that at least one applicant will be residing in
the home that is the subject of this application as their
principal place of residence for a continuous period of
at least six months commencing within 12 months of
completion of the eligible transaction, or the residence
requirement does not apply as an applicant was as at the
commencement date of the eligible transaction a member
of the permanent forces of the Australian Defence Force
and all applicants were enrolled on the NSW electoral roll.
8. I undertake to notify the Commissioner of any notifiable
event in writing relevant to the requirements under the
First Home Owner Grant (New Homes) Act 2000 within
14 days from the occurrence of that notifiable event.
9. I have read and understood the information prepared by
OSR relating to the conditions of eligibility.
I accept that if the conditions are not met, I may not be
entitled to receive or retain the grant.
10. I authorise OSR to collect, access and exchange informatio
about me to verify my proof of identity information and to
determine my eligibility for the First Home Owners Grant w
the approved agent (where applicable), document issuing
authorities, other State, Territory and Australian Governme
agencies and commercial organisations as permitted by la
11. I understand that the approved agent is not authorised
by OSR to offer any advice or assistance on the conditions
of eligibility for the grant, or on the completion of this
application.
12. I authorise the approved agent to hold the grant until
completion of the eligible transaction and to repay the
grant to the Commissioner if the transaction is not
completed within 28 days of the date specified.
13. I declare that the total value of the property does not
exceed the cap amount as at the commencement date
of the eligible transaction for Contracts to Purchase and
Contracts to Build or as at the completion date of the
eligible transaction for a home built by an Owner Builder.
14. I authorise the Commissioner to address all correspondenc
relating to this application to Applicant 1 at the
address nominated.
15. I acknowledge that I may be required to repay the grant, b
liable for penalties and may also be prosecuted for making
a false or misleading statement in or in connection with thi
application for the grant.
16. I authorise OSR to deposit the grant into the account
nominated in Section 5 (ensure account details are
correct) or into the approved agent’s nominated account
when lodged with the approved agent.
I declare that I have read and understood the above information and that the information provided in this
application is true and correct.
IMPORTANT – Only sign and date declaration after you have entered into the eligible transaction e.g. signed and dated you
Applicant 1
Name
Signature
Date(dd/mm/yyyy)
Before me
(signature of witness)*
*Witness must not be an
applicant or spouse/partner
of an applicant and must not
be related to the applicant or
spouse/partner
Signature
IMPORTANT – If you are lodging your application directly with OSR, please check that the account details provided in Secti
correct before you sign your declaration.
Applicant 2
Signature
Full name and address
of witness Name
Street no.
Street name
Suburb/town
PostcodeState
Name
Street no.
Street name
Suburb/town
PostcodeState
OFH 001 | Application Form | June 2017 21 of 23
SECTION 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 the grant under the First Home Owner Grant
(New Homes) Act 2000 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
relevant interest in a residential property within
Australia prior to 1 July 2000.
4. I declare that I have not owned and occupied for a
continuous period of six months a residential property
within Australia in which I acquired a relevant interest
on or after 1 July 2000.
5. I authorise OSR to collect, access and exchange
information about me to verify my proof of identity
information and to confirm other details with the
approved agent (where applicable), document
issuing authorities, other State, Territory and Australi
Government agencies and commercial organisations
as permitted by law. I recognise that these checks
may affect the applicant’s eligibility for the First Hom
Owners Grant.
6. I acknowledge that I may be prosecuted and fined
for making a false or misleading statement on or in
connection with this application for the grant.
Spouse/partner of Applicant 1
Name
Signature
Date(dd/mm/yyyy)
Before me
(signature of witness)*
*Witness must not be an
applicant or spouse/partner
of an applicant and must not
be related to the applicant or
spouse/partner
Signature
Spouse/partner of Applicant 2
Signature
Providing false or misleading
information in this application
Providing false or misleading information to OSR is a criminal
offence. If it is determined that an applicant has provided
false or misleading information to obtain, or attempt to obtain
the grant, then prosecution action may be commenced.
Penalties
OSR, as part of its role in administering the First Home Owner
Grant (New Homes) Act 2000, conducts investigations to ensur
that applicants comply with the conditions of the Act.
If applicants receive the grant when they are not entitled, or do
comply with the residence requirement, penalties of up to 100
cent may be imposed.
Lodgement of your application
Lodge with the approved agent who is providing your finance.
If you need the grant for settlement or first draw down/progress payment, you must lodge your application
approved agent.
Lodge with the Office of State Revenue (OSR)
Payment will not be made until after settlement or if building after the home is completed.
Note: Applications cannot be lodged with OSR until after the completion of the eligible transaction.
If lodging with OSR, please post to:
Wollongong
Office of State Revenue
PO Box 666, Wollongong NSW 2500
Full name and address
of witness Name
Street no.
Street name
Suburb/town
PostcodeState
Name
Street no.
Street name
Suburb/town
PostcodeState
SECTION 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 the grant under the First Home Owner Grant
(New Homes) Act 2000 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
relevant interest in a residential property within
Australia prior to 1 July 2000.
4. I declare that I have not owned and occupied for a
continuous period of six months a residential property
within Australia in which I acquired a relevant interest
on or after 1 July 2000.
5. I authorise OSR to collect, access and exchange
information about me to verify my proof of identity
information and to confirm other details with the
approved agent (where applicable), document
issuing authorities, other State, Territory and Australi
Government agencies and commercial organisations
as permitted by law. I recognise that these checks
may affect the applicant’s eligibility for the First Hom
Owners Grant.
6. I acknowledge that I may be prosecuted and fined
for making a false or misleading statement on or in
connection with this application for the grant.
Spouse/partner of Applicant 1
Name
Signature
Date(dd/mm/yyyy)
Before me
(signature of witness)*
*Witness must not be an
applicant or spouse/partner
of an applicant and must not
be related to the applicant or
spouse/partner
Signature
Spouse/partner of Applicant 2
Signature
Providing false or misleading
information in this application
Providing false or misleading information to OSR is a criminal
offence. If it is determined that an applicant has provided
false or misleading information to obtain, or attempt to obtain
the grant, then prosecution action may be commenced.
Penalties
OSR, as part of its role in administering the First Home Owner
Grant (New Homes) Act 2000, conducts investigations to ensur
that applicants comply with the conditions of the Act.
If applicants receive the grant when they are not entitled, or do
comply with the residence requirement, penalties of up to 100
cent may be imposed.
Lodgement of your application
Lodge with the approved agent who is providing your finance.
If you need the grant for settlement or first draw down/progress payment, you must lodge your application
approved agent.
Lodge with the Office of State Revenue (OSR)
Payment will not be made until after settlement or if building after the home is completed.
Note: Applications cannot be lodged with OSR until after the completion of the eligible transaction.
If lodging with OSR, please post to:
Wollongong
Office of State Revenue
PO Box 666, Wollongong NSW 2500
Full name and address
of witness Name
Street no.
Street name
Suburb/town
PostcodeState
Name
Street no.
Street name
Suburb/town
PostcodeState
OFH 001 | Application Form | June 2017 22 of 23
SECTION 8 Supporting documentation checklist
Note:
Please complete the checklist to ensure you have attached the required supporting documentation defined
lodgement guide. Attach these papers to this page.
Your application may be returned to you if not fully completed or all the required supporting documentatio
not attached.
Additional documents may be requested after lodgement of your application.
Supporting documentation checklist
Note: 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/partner
Applicant
to cross if
attached
Approved
agent or
OSR use
only
Cross when
sighted
Additional evidence
Change of name – type of document submitted
Separated – statutory declaration and supporting evidence
Contract to purchase a new home
a copy of your Contract for Sale, dated and signed by the vendor.
a title search showing the applicant(s) as the registered proprietors*.
evidence – first sale, never occupied.
list of renovations if substantially renovated.
Where there is no contract, or the sale of the property is between family members or related or
associated parties also attach:
a copy of the transfer, dated and signed by all parties
evidence that consideration has been paid*
evidence of total value of property (house and land).
Australian Defence Force residence exemption
Document confirming membership of the permanent forces
Transaction type
Contract to build a home
a copy of your contract to build, dated and signed by all parties
a title search showing the applicant(s) as the registered proprietor(s)*
a copy of the final inspection report or occupation certificate*
evidence of the unencumbered value (land only).
Owner builder
a title search showing the applicant(s) as the registered proprietor(s)
a copy of the initial inspection report or approval from Council for the laying of foundations
a copy of the final inspection report or occupation certificate
a copy of receipts for the home totaling more than the grant amount
evidence of the total value of property (house and land).
* Not required if your application is lodged with an approved agent
APPROVED AGENT AND OSR USE ONLY
Name of person sighting the documentation above
Name of employer
Signature Date
Category 1 Type of document submitted /
Category 2* Type of document submitted /
Category 3* Type of document submitted /
Category 4* Type of document submitted /
Valid Proof of Applicant's Identity
Latest 3 month's Salary Slips
Current Employment Certificate
Latest 6 month's statement from bank
SECTION 8 Supporting documentation checklist
Note:
Please complete the checklist to ensure you have attached the required supporting documentation defined
lodgement guide. Attach these papers to this page.
Your application may be returned to you if not fully completed or all the required supporting documentatio
not attached.
Additional documents may be requested after lodgement of your application.
Supporting documentation checklist
Note: 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/partner
Applicant
to cross if
attached
Approved
agent or
OSR use
only
Cross when
sighted
Additional evidence
Change of name – type of document submitted
Separated – statutory declaration and supporting evidence
Contract to purchase a new home
a copy of your Contract for Sale, dated and signed by the vendor.
a title search showing the applicant(s) as the registered proprietors*.
evidence – first sale, never occupied.
list of renovations if substantially renovated.
Where there is no contract, or the sale of the property is between family members or related or
associated parties also attach:
a copy of the transfer, dated and signed by all parties
evidence that consideration has been paid*
evidence of total value of property (house and land).
Australian Defence Force residence exemption
Document confirming membership of the permanent forces
Transaction type
Contract to build a home
a copy of your contract to build, dated and signed by all parties
a title search showing the applicant(s) as the registered proprietor(s)*
a copy of the final inspection report or occupation certificate*
evidence of the unencumbered value (land only).
Owner builder
a title search showing the applicant(s) as the registered proprietor(s)
a copy of the initial inspection report or approval from Council for the laying of foundations
a copy of the final inspection report or occupation certificate
a copy of receipts for the home totaling more than the grant amount
evidence of the total value of property (house and land).
* Not required if your application is lodged with an approved agent
APPROVED AGENT AND OSR USE ONLY
Name of person sighting the documentation above
Name of employer
Signature Date
Category 1 Type of document submitted /
Category 2* Type of document submitted /
Category 3* Type of document submitted /
Category 4* Type of document submitted /
Valid Proof of Applicant's Identity
Latest 3 month's Salary Slips
Current Employment Certificate
Latest 6 month's statement from bank
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OFH 001 | Application Form | June 2017 23 of 23
Office of State Revenue:
ISO 9001 – Quality Certified
Department of Finance, Services & Innovation
© State of New South Wales through the
Office of State Revenue, 2017. This work
may be freely reproduced and distributed for
most purposes, however some restrictions apply.
Read the copyright notice at www.osr.nsw.gov.au
or contact OSR.
*Interstate clients please call (02) 9689 6200.
Help in community languages is available.
www.osr.nsw.gov.au
first.home.benefits@osr.nsw.gov.au
1300 130 624*
Office of State Revenue
PO Box 666
Wollongong NSW 2500
DX 5245 Wollongong
In Person:
The Lang Centre
132 Marsden Street
Parramatta
Phone enquiries
8.30 am − 5.00 pm,
Monday to Friday
MORE INFORMATION
Office of State Revenue:
ISO 9001 – Quality Certified
Department of Finance, Services & Innovation
© State of New South Wales through the
Office of State Revenue, 2017. This work
may be freely reproduced and distributed for
most purposes, however some restrictions apply.
Read the copyright notice at www.osr.nsw.gov.au
or contact OSR.
*Interstate clients please call (02) 9689 6200.
Help in community languages is available.
www.osr.nsw.gov.au
first.home.benefits@osr.nsw.gov.au
1300 130 624*
Office of State Revenue
PO Box 666
Wollongong NSW 2500
DX 5245 Wollongong
In Person:
The Lang Centre
132 Marsden Street
Parramatta
Phone enquiries
8.30 am − 5.00 pm,
Monday to Friday
MORE INFORMATION
1 out of 23
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