First Home Owner Grant Act 2000 Collection Statement

The information is collected by the SRO to process your application for a First Home Owner Grant. If you do not provide
Section 14 the information required, the SRO may not be able to process your application. The information collected may be used
for the purposes of laws administered by the SRO. The information collected is protected by the secrecy provisions in Acts
21 October 2019 administered by the SRO and in addition, personal information you provide to the SRO is protected by the Privacy and Data
Protection Act 2014. Where authorised by law to do so, the SRO may also disclose this information to other government
agencies including the Australian Taxation Office, State and Territory revenue offices and law enforcement agencies. You
can find out more about how the SRO collects, uses, discloses and protects information on our Information Privacy Policy
on www.sro.vic.gov.au

Application for First Home Owner Grant

NOTE:
n This application will not be accepted unless fully completed, signed in blue or OFFICE USE ONLY
black ink and all required supporting evidence is lodged.
UIN
n Read the Lodgement Guide for explanations of the terms used in this application.
Application
n Applications must be lodged within 12 months of completion of the reference
eligible transaction. Application
n It is an offence to make a false or misleading statement, and heavy penalties received by
may be imposed.
Date lodged
n Please answer all questions and tick [ü] the appropriate boxes.

SECTION 1 Eligibility criteria

NOTE: n Eligibility is determined at the date of settlement or completion of construction.
n All applicants and their spouse/partner(s) must be considered when answering eligibility questions.

Eligibility checklist
1. Is this the first time each applicant and/or their spouse/partner will receive a grant under the
First Home Owner Grant Act 2000 in any State or Territory of Australia?
Yes No
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
Yes No
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?
Yes No
4. Is each applicant a natural person (e.g. not a company or trust) and at least 18 years of age?
Yes No
5. Is at least one applicant a permanent resident or Australian citizen?
Yes No

6. Will at least one applicant be occupying the home as their principal place of residence for a continuous period of at
least 12 months commencing within 12 months of completion of the eligible transaction?
Yes No
7. Please answer either 7a or 7b based on whichever applies to your circumstances:

7a. Has each applicant on or after 1 July 2013, either:

n Entered into a contract for the purchase of a new home in Victoria OR
n Entered into a contract to have a home built in Victoria OR
n In the case of an owner builder, commenced construction of a home in Victoria? (i.e. laying of foundations)

Yes No
7b. Has each applicant on or before 30 June 2013, either:
n Entered into a contract for the purchase of a new home in Victoria OR
n Entered into a contract to have a home built in Victoria OR
n
In the case of an owner builder, commenced construction of a home in Victoria? (i.e. laying of foundations) AND
n
Which completes or settles after 1 July 2013 AND
n
The Commissioner HAS NOT authorised payment in anticipation of the residence requirement.
Yes No
Determination of eligibility
If you answered ‘YES’ to ALL of the above questions, either 7a OR 7b as applicable) you may be entitled to receive
the First Home Owner Grant subject to the written decision being made by the Commissioner.
Please attach additional information (where applicable) to support your eligibility for the First Home Owner Grant.
SECTION 2 Applicant details
NOTE: n It is essential that ALL applicants complete this section.
n If there are more than two applicants please complete and attach an additional application form.
n Each applicant must sign the ‘declaration by applicant(s)’ at section 7.
If Yes, please refer to ‘further
How many people will Are any of the applicants
supporting evidence’ in the
have a relevant interest or their spouse/partner(s) Yes Lodgement Guide
in the property? related to or associated
with the vendor or builder? No

Indigenous Australian This question is optional - the information will only be Are any of the applicants
used for statistical purposes by Commonwealth and State Yes
Governments, and has no bearing on your application.
Aboriginal or Torres Strait
Islander?
No
Applicant 1 (Contact applicant) Applicant 2

Title Mr Mrs Miss Ms Dr Mr Mrs Miss Ms Dr

First name

Middle name(s)

Family name

First name First name

Name on birth certificate
(if different from above)
Middle name(s) Middle name(s)

Family name Family name

Date of birth D D M M Y Y Y Y D D M M Y Y Y Y

State/Territory State/Territory
Place of birth
Country Country

Have you ever used any Yes – list name(s) below No Yes – list name(s) below No
name other than the
name(s) declared above?

Daytime telephone
( ) ( )
number

Email address

Street no. Street no.

Current residential
address
Street name Street name

Suburb/town Suburb/town

State Postcode State Postcode

Street no. Street no.

Address for
service of notices
Street name Street name
(if different from above)
Suburb/town Suburb/town

State Postcode State Postcode

Do you have a
spouse/partner? Yes No Yes No
If Yes, your spouse/partner If Yes, your spouse/partner
If you have a spouse/ must complete the details must complete the details
partner, will your spouse/ Yes as ‘applicant 2’ above. Yes as an applicant.
partner have a relevant
interest in the home? If No, you must complete If No, you must complete
section 4 - spouse/partner section 4 - spouse/partner
No details.
No details.
SECTION 3 Australian Defence Force exemption
Collection Statement
Enrolment information is also received from the Victorian Electoral Commission pursuant to the Electoral Act 2002. The information obtained by the SRO is used for data verification, revenue management and
revenue protection purposes and is handled in accordance with the SRO’s legislative obligations.

NOTE: n An exemption to the residence requirement is available only to Australian Defence Force (ADF) personnel.
n Only complete the following questions if you are applying for the exemption.
n You must provide a copy of an ADF document clearly showing you were a permanent ADF member, and a document
confirming enrolment on the Victorian electoral roll, as at commencement date of the eligible transaction.
Applicant 1 Applicant 2
Was the applicant
If Yes, select which If Yes, select which
a member of the Yes Yes No
branch you serve(d) in No branch you serve(d) in
permanent forces
of the Australian
Defence Force as at the Regular Army Regular Army
commencement date of
the eligible transaction? Permanent Navy Permanent Navy

Permanent Air Force Permanent Air Force

Were all the applicants enrolled on the Victorian electoral roll as at the commencement
date of the eligible transaction? Yes No

SECTION 4 Spouse/partner details

NOTE: n This section must be completed where the spouse/partner of an applicant has not been specified
as an applicant in section 2.
n Applicant’s spouse/partner must sign the spouse/partner declaration at section 8.
Spouse/partner of applicant 1 Spouse/partner of applicant 2

Title Mr Mrs Miss Ms Dr Mr Mrs Miss Ms Dr

First name

Middle name(s)

Family name

Name on birth certificate First name First name

(if different from above)
Middle name(s) Middle name(s)

Family name Family name

Date of birth D D M M Y Y Y Y D D M M Y Y Y Y

Place of birth State/Territory State/Territory

Country Country

Has your spouse/partner Yes – list name(s) below No Yes – list name(s) below No
ever used any name
other than the name(s)
declared above?

Daytime telephone
( ) ( )
number

SECTION 5 Property and transaction details

Address of the property
Lot no. Unit/Street
(only use lot no. if
street no. is not allocated) no. Street name

Suburb/town State
V I C Postcode
Date when occupation as a principal Purchase or
D D M M 2 0 Y Y $
place of residence commenced or is construction
intended to commence (if not known estimate) price
Title details

Lot no. Plan no. Plan type* Volume Folio

* SP for Strata Plan or PS for Plan of Subdivision.
SECTION 5 Property and transaction details (continued)

Transaction details
What type of transaction does this application refer to? Please tick one:

Off the plan Contract to build New home Owner Builder Established home*
* Only for contracts entered into on or before 30 June 2013

Date of contract (or if owner builder, date the foundations were laid) D D M M 2 0 Y Y

Date of settlement (or if building, date of completion) 2 0

NOTE: If lodging with an Approved agent, please estimate
D D M M Y Y

APPROVED AGENT AND SRO USE ONLY

All evidence sighted Name of person sighting the evidence

Payment eligibility date D D M M 2 0 Y Y

(Enter settlement, completion or first draw down date only)

SECTION 6 Payment details

NOTE: If applying with the SRO, 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 through the approved agent in accordance with your agreement.

Name of financial institution and branch

Account name (e.g. John & Jane Citizen)

BSB number (must have 6 numbers)

Account number (maximum of 9 numbers)

SECTION 7 Declaration by applicant(s)

1. I have completed the application form and I declare that all 10. I authorise the SRO to access and exchange information about
copies of documents attached in support of this application are me to verify my proof of identity information and to determine
a true copy of the original document. my eligibility for the First Home Owner Grant with the approved
2. I declare that I have not previously received and retained agent (where applicable), document issuing authorities, other
the grant under the First Home Owner Grant Act 2000 or a State, Territory and Australian Government agencies and
corresponding Act in another State or Territory, either alone or
commercial organisations as permitted by law.
together with any other person or persons.
11. I understand that the approved agent is not authorised by the
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 SRO to offer any advice or assistance on the conditions of
2000. eligibility for the grant, or on the completion of this application.
4. I declare that I have not owned and occupied, for a continuous 12. I authorise the approved agent to hold the grant until completion
period of at least six months, a residential property within of the eligible transaction and to repay the grant to the
Australia in which I acquired a relevant interest on or after 1 Commissioner if the transaction is not completed within 28 days
July 2000. of the date specified.
5. I declare that the interest I hold in the property is not held 13. I authorise the Commissioner to address all correspondence
subject to a trust.
relating to this application to Applicant 1 at the address
6. I declare that at the date of the completion of the eligible
nominated.
transaction at least one applicant for the grant is a permanent
resident or an Australian citizen. 14. I acknowledge that I may be required to repay the grant, be
7. I declare that at least one applicant will be residing in the home liable for penalties and may also be prosecuted for making
that is the subject of this application as their principal place a false or misleading statement in or in connection with this
of residence for a continuous period of at least 12 months application for the grant.
commencing within 12 months of completion of the eligible 15. I authorise the SRO to deposit the grant into the account
transaction. nominated in section 6 (ensure account details are correct) or
8. I undertake to notify the Commissioner of any notifiable event in into the approved agent’s nominated account when lodged with
writing relevant to the requirements under the First Home Owner the approved agent.
Grant Act 2000 within 14 days from the occurrence of that
16. I understand that the SRO may collect and use my personal
notifiable event.
information to contact me or to assist it with the investigation
9. I have read and understood the information prepared
by the SRO relating to the conditions of eligibility. and enforcement of the laws administered by the SRO, including
I accept that if the conditions are not met, I may not be entitled the First Home Owner Grant Act 2000.
to receive or retain the grant.
SECTION 7 Declaration by applicant(s) (continued)
I declare that I have read and understood the information and that the information provided in this application is true and correct
Applicant 1 Applicant 2

Name

Signature

Date D D M M Y Y Y Y D D M M Y Y Y Y

Before me Signature Signature

(signature of witness)*

Name Name
Full name and address
of witness
Street no. Street no.

Street name Street name

Suburb/town Suburb/town

State Postcode State Postcode

* Witness must not be an applicant or spouse/partner of an applicant and must not be related to the applicant or spouse/partner

SECTION 8 Declaration by spouse/partner(s)

1. I declare that the spouse/partner details in section 4, 5. I authorise the SRO to access and exchange
in so far as they relate to me, are true and correct. information about me to verify my proof of identity
2. I declare that I have not previously received and information and to confirm other details with the
retained the grant under the First Home Owner Grant approved agent (where applicable), document issuing
Act 2000 or a corresponding Act in another State or authorities, other State, Territory and Australian
Territory, either alone or together with any other person Government agencies and commercial organisations
or persons. as permitted by law. I recognise that these checks
3. I declare that I have not owned a home or had may affect the applicant’s eligibility for the First Home
a relevant interest in a residential property within Owner Grant.
Australia prior to 1 July 2000. 6. I acknowledge that I may be prosecuted and fined
4. I declare that I have not owned and occupied for a for making a false or misleading statement in or in
continuous period of at least six months a residential connection with this application for the grant.
property within Australia in which I held a relevant
interest on or after 1 July 2000.

Spouse/partner of applicant 1 Spouse/partner of applicant 2

Name

Signature

Date D D M M Y Y Y Y D D M M Y Y Y Y

Before me Signature Signature

(signature of witness)*

Name Name
Full name and address
of witness
Street no. Street no.

Street name Street name

Suburb/town Suburb/town

State Postcode State Postcode

* Witness must not be an applicant or spouse/partner of an applicant and must not be related to the applicant or spouse/partner

Lodgement
The application and all supporting documents can be mailed to:
State Revenue Office, GPO Box 1641, MELBOURNE VIC 3001
or
DX 260090 MELBOURNE
PD2015/64 ©
SECTION 9 Supporting documentation checklist
NOTE: To ensure your application is processed in a timely manner, make sure the application is fully completed, signed and dated.
Please complete the checklist to ensure you have attached the required supporting documentation defined in the lodgement
guide. Attach these papers to this page.
Your application will be returned to you if not fully completed and all the required supporting documentation is not attached.
Additional documents may be requested after lodgement of your application.

Eligibility checklist Applicant Approved

to tick if agent or
NOTE: Refer to the lodgement guide for the documentation required. attached SRO use
Do NOT send original documents, only send copies. only
Tick when
Proof of identity of all applicants and their spouse/partner sighted

Category 1 Type of document submitted

Category 2* Type of document submitted

Category 3* Type of document submitted

Category 4* Type of document submitted

Additional supporting evidence (if applicable)
n a marriage or divorce certificate, death certificate or change of name certificate
n a statutory declaration for those who are separated
Transaction type
Contract to purchase a new home off the plan
n a copy of the exchanged contract of sale, dated and signed by all parties
n a copy of the transfer of land with a dealing number

Contract to purchase a new home

n a copy of the exchanged contract of sale, dated and signed by all parties
n a copy of the building permit and/or a copy of the Domestic Building Insurance Certificate
of Insurance from the contract of sale
n a copy of the Certificate of Occupancy
n a copy of the transfer of land with a dealing number
Contract to build a home
n a copy of your contract to build dated and signed by all parties
n a title search showing the applicant(s) as the registered proprietor(s)*
n a copy of the Certificate of Occupancy*

Owner builder
n a copy of the evidence for laying of the foundations
n a copy of the Certificate of Occupancy
n a copy of receipts for the home totalling more than the grant amount*
n a title search showing the applicant(s) as the registered proprietor(s)*
Related or associated party, nominee purchaser or deceased estate transactions
Supporting evidence if your application falls within one of the following: related or associated
party*; nominee purchaser*; or deceased estate (not related) transaction.
All deceased estate (related) transactions must be lodged with the SRO.
(please refer to page 4 of the Lodgement Guide)

* Not required if your application is lodged with an approved agent

APPROVED AGENT AND SRO USE ONLY

Name of person sighting the documentation above

Name of employer

Signature Date D D M M 2 0 Y Y