Andrew Romano · Printable checklist

Before the property, get the questions together.

A preparation tool for your next conversation. Tick the items, then print or save your checklist. Nothing is submitted or stored.

Your current positionList existing properties and their owners.Summarise income, loans and ongoing commitments.Note changes in business or family circumstances.

The decision aheadWrite the main question you want resolved.Record any contract or other deadline.Separate facts from assumptions.

Ownership and structureIdentify proposed owners or entities.Gather relevant trust or company documents.List the reasons for the proposed structure.

Funding and holding costsRecord finance discussions and what remains unconfirmed.Estimate purchase costs and recurring cash payments.Consider vacancy and unexpected-cost buffers.Do not treat an assumed tax refund as guaranteed cash.

Your professional teamList questions for your accountant.List separate questions for your broker and solicitor.Identify any need for licensed financial product advice.

andrewromano.com.au · General educational information · Initial Review $1,650

AndrewRomano

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