First Home Owner Grant (New Homes) Scheme Application Form and Lodgement Guide for New Homes
Added on 2023-06-14
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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
LODGEMENT GUIDE | First Home Owner Grant 20172 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 20173 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 20174 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 action
may be commenced.
All applications undergo a rigorous review where applicants are checked for
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 action
may be commenced.
All applications undergo a rigorous review where applicants are checked for
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.
LODGEMENT GUIDE | First Home Owner Grant 20175 of 23
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 20176 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
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