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SETTLEMENT CHECKLIST

Buying a home Tick each step off as it’s done. We’ll be working through our side with you at every stage.
Nu-Age Settlements
Your key dates
Contract signed
Finance clause due
Building & pest due
Settlement date
Pre-settlement inspection
Your settlement agent
1Contract signed
  • Send us the signed contract and any special conditions
  • Pay the deposit by the date in the contract
  • Tell us your lender and broker so we can work with them
2Finance and inspections
  • Return any documents your lender asks for, quickly
  • Arrange the building and pest inspection before its due date
  • Tell us straight away if anything is found or delayed
3Searches and duty
  • We search the title at Landgate, plus council, water and strata
  • Sign the transfer documents we send you
  • We lodge your stamp duty and any first home concession
4Before settlement
  • Arrange building insurance from the date risk passes to you
  • Book your pre-settlement inspection for the days before settlement
  • Check the adjustments on your settlement statement
5Settlement day
  • Most settlements are done on PEXA, so you don’t need to attend
  • We confirm settlement as soon as it’s done
  • Collect your keys from the selling agent
6After you move in
  • Connect power, gas, internet and water
  • Update your address on your licence and with the ATO
  • Diarise a rate review with your broker in 12 months
Documents we'll need from you
  • Signed contract of sale and any annexures
  • Photo ID (passport or driver’s licence)
  • Lender and broker contact details
  • First home owner details, if applying
  • Building insurance certificate of currency
TOP TIP
Send us the contract the day it’s signed. Most delays start with a date that was missed in the first week.
Most settled onPEXA
Nu-Age Settlements · Suite 8, Level 2, 37 Cedric Street, Stirling WA 6021 · (08) 6424 8196 · [email protected]
Matera Settlements Pty Ltd, ABN 46 596 521 297 · Licensed settlement agent SA76425 · General information only. Page 1 of 2
SETTLEMENT CHECKLIST Selling a home Your side of the sale, from signed contract to funds in your account.
Nu-Age Settlements
Your key dates
Contract signed
Buyer finance due
Settlement date
Discharge booked
Final meter readings
Your settlement agent
1Contract signed
  • Send us the signed contract and any special conditions
  • Tell us who holds your mortgage, if you have one
  • Let us know about any strata, pool or septic matters
2Clearing the title
  • Ask your lender to discharge your mortgage (we’ll help)
  • We check the title for caveats or other interests
  • Sign the transfer documents we send you
3Adjustments
  • We work out council rates, water and strata levies
  • You only pay for the days you owned the home
  • Check your settlement statement when we send it
4Before settlement
  • Leave the property in the condition the contract requires
  • Keep building insurance until settlement
  • Arrange final meter readings and disconnections
5Settlement day
  • Most settlements are done on PEXA, so you don’t need to attend
  • Your mortgage is paid out on the day
  • The balance of funds goes to your account
6After settlement
  • Hand keys and remotes to the agent
  • Cancel insurance from settlement
  • Keep your settlement statement for tax
Documents we'll need from you
  • Signed contract of sale and any annexures
  • Photo ID (passport or driver’s licence)
  • Your mortgage account details
  • Bank details for your sale proceeds
  • Recent rates, water and strata notices
TOP TIP
Ask your lender for the discharge early. It’s the most common reason a sale settles late.
Most settled onPEXA
Nu-Age Settlements · Suite 8, Level 2, 37 Cedric Street, Stirling WA 6021 · (08) 6424 8196 · [email protected]
Matera Settlements Pty Ltd, ABN 46 596 521 297 · Licensed settlement agent SA76425 · General information only. Page 2 of 2