ࡱ> |~yz{'` bjbj j?$<4xxxP y4@{Tp*,X}6 և^4444f4Έ?AAAAAA$he}͉44͉͉e44͉444?͉?߽4} 0Dpyx4;0,h߽߽\" $8eeu,͉͉͉͉p*p*$*d+U"p*p**U8 [Note: Before printing, delete all paragraphs formatted as shaded italic text. These paragraphs all begin with the word Note and are guidance to help village operators customise this form.] Disclosure statement for general use This form gives prospective retirement village residents details about: costs that will apply before you move in, while you are living in the retirement village and after you leave the notice and charge required to be placed on the title to the retirement village land under the Retirement Villages Act 1986 (the Act) the securities that take priority over your rights under the Act. The retirement village owner or the owners agent/representative must give you this form, under the Act. It is important that you understand this information and its implications for you as a resident. It is not a substitute for reading the full terms of your contract and you should seek independent legal advice if you are unsure about any of its details. Name of retirement village: FORMTEXT      Address of retirement village: FORMTEXT      Address/number of unit: FORMTEXT      I (name): FORMTEXT      of (address): FORMTEXT      being the owner of the retirement village or the agent/representative of the owner of the retirement village [Note: Delete whichever does not apply] certify the following.Signature of the owner or owner s agent/representative: FORMTEXT      All amounts in this disclosure statement are GST-inclusive, unless stated otherwise where that is permitted by law. [Note: For information on GST in relation to: property, visit the Australian Tax Office at: ato.gov.au/Business/GST/In-detail/Your-industry/Property displaying prices, visit the Australian Competition and Consumer Commission at: accc.gov.au/business/pricing/displaying-prices. Seek independent legal advice if you are unsure about your GST obligations.] 1. Notices1.1The retirement village notice required by Part 2 of the Act was given to the Registrar of Titles on: FORMTEXT [Insert: day, month, year]1.2The particulars of any mortgage, charge or other encumbrance, which takes priority over the rights of residents under that Act are: FORMTEXT      1.3The particulars of any agreement entered into relating to the priority of residence rights over earlier encumbrances over the land are: FORMTEXT      1.4The notification of the charge created by Part 5 of the Act was given to the Registrar of Titles on: FORMTEXT [Insert: day, month, year]2. Entry costs2.1To become a resident, you must pay these amounts:[Note: Mark which applies with an X]  FORMCHECKBOX  an in-going contribution of $ FORMTEXT        FORMCHECKBOX  (strata title residents) the purchase price of your unit of $ FORMTEXT       (including any deposit of $ FORMTEXT      )  FORMCHECKBOX  stamp duty of $ FORMTEXT        FORMCHECKBOX  costs of preparing your residence contract of $ FORMTEXT        FORMCHECKBOX  costs of preparing your management contract of $ FORMTEXT        FORMCHECKBOX  costs of preparing any other contract  FORMTEXT [specify] of $ FORMTEXT        FORMCHECKBOX   FORMTEXT [number]  FORMTEXT [specify weeks', months' etc] advance payment of maintenance charges of $ FORMTEXT        FORMCHECKBOX  costs to use a garage or carport of $ FORMTEXT        FORMCHECKBOX  other costs  FORMTEXT [specify] of $ FORMTEXT      2.2The total amount payable on entry is: $ FORMTEXT      3. Ongoing costsTo live in the village, you must pay the following charges or costs.3.1The current maintenance charges and their frequency are:[Note: Mark all which applies with an X]  FORMCHECKBOX  Service charge of $ FORMTEXT       per  FORMTEXT [specify period]  FORMCHECKBOX  Separate long term maintenance fund charge of $ FORMTEXT       per  FORMTEXT [specify period]  FORMCHECKBOX  Other maintenance charges  FORMTEXT [specify] of $ FORMTEXT       per  FORMTEXT [specify period].3.2The current rates of other charges are:[Note: Delete if this does not apply]  FORMCHECKBOX  Separate owners corporation fee of $ FORMTEXT       per  FORMTEXT [specify period]  FORMCHECKBOX  Rent of $ FORMTEXT       per  FORMTEXT [specify period]3.3These costs are not included in the service charge:[Note: Mark which applies with an X]  FORMCHECKBOX  House insurance  FORMCHECKBOX  Contents insurance  FORMCHECKBOX  Council rates  FORMCHECKBOX  Water rates  FORMCHECKBOX  Utilities  FORMCHECKBOX  Optional services  FORMTEXT [Insert details of services and fees or list in an attachment].4. Departure costsOn permanent departure, the following costs apply:4.1Departure fee Will you be required to pay any departure fee? FORMCHECKBOX  Yes  FORMCHECKBOX  No [Note: Delete if this does not apply] If yes, you will be required to pay a departure fee calculated on this basis:[Note: Delete all that do not apply]  FORMTEXT [number]% per year of residence for a maximum number of  FORMTEXT [number] years of residence of: your in-going contribution the in-going contribution paid by the next resident the purchase price you paid (strata title residents) the purchase price paid by the next resident (strata title residents) other basis  FORMTEXT [specify]4.2Reinstatement/renovation costs:[Note: Delete all that do not apply] You will not be required to pay for the: reinstatement of your unit (to restore it to its condition at the beginning of your residence) renovation of your unit (to bring it up to date) You will be required to pay for the: reinstatement of your unit (to restore it to its condition at the beginning of your residence) renovation of your unit (to bring it up to date)4.3Long term maintenance fund Will you be required to make a separate contribution to the long term maintenance fund? FORMCHECKBOX  Yes  FORMCHECKBOX  No [Note: Delete if this does not apply] If yes, you will be required to make a separate contribution to the long term maintenance fund on this basis:[Note: Delete all that do not apply]  FORMTEXT [number]% of: your in-going contribution the in-going contribution paid by the next resident the purchase price you paid (strata title residents) the purchase price paid by the next resident (strata title residents) other basis  FORMTEXT [specify]4.4Sale costs (assuming the manager is the selling agent) Will you be required to pay the owner or manager any costs of selling your unit? FORMCHECKBOX  Yes  FORMCHECKBOX  No[Note: Delete if this does not apply] If yes, you will be required to pay the owner or manager these costs of selling your unit:[Note: Delete all that do not apply]  FORMTEXT [number]% of the marketing and advertising costs  FORMTEXT [number]% of the legal costs sale fee of  FORMTEXT [number]% of the sale price other  FORMTEXT [specify]4.5[Note: Delete if this does not apply] Other departure costs You will be required to pay these costs: FORMTEXT [Specify with amounts].4.6Post-departure costs Will you be required to pay costs after permanent departure? FORMCHECKBOX  Yes  FORMCHECKBOX  No [Note: Delete if this does not apply] If yes, you will be required to pay these costs after permanent departure:[Note: Delete all that do not apply] Service charge until the earlier of the settlement of the sale or re-leasing of your unit or six months after departure (lease/licence residents) until  FORMTEXT [Insert any earlier time] until  FORMTEXT [Insert: day, month, year] (strata title residents). Rent until the earlier of the re-leasing of your unit or six months after departure until  FORMTEXT [Insert any earlier time]. Separate long term maintenance fund charge until the earlier of the settlement of the sale or re-leasing of your unit or six months after departure (lease/licence residents) until  FORMTEXT [Insert any earlier time] until  FORMTEXT [Insert: day, month, year] (strata title residents). Other maintenance charges (as specified under Ongoing costs) until the earlier of the settlement of the sale or re-leasing of your unit or six months after departure (lease/licence residents) until  FORMTEXT [Insert any earlier time] until  FORMTEXT [Insert: day, month, year] (strata title residents). Personal services fees until 28 days after departure until  FORMTEXT [Insert any earlier time]. Separate owners corporation fee (strata title residents) until the settlement of the sale of your unit until  FORMTEXT [Insert any earlier time].5. Departure entitlements 5.1Note: Delete if this does not apply] In-going contribution Will you be entitled to any refund of your in-going contribution?  FORMCHECKBOX  Yes  FORMCHECKBOX  No Note: Delete if this does not apply] If yes, you will be entitled to:[Note: Delete all that do not apply] a refund of your in-going contribution of: $ FORMTEXT [number]  FORMTEXT [number]% your in-going contribution minus the above departure costs other  FORMTEXT [specify]. a refund based on the next in-going contribution of:  FORMTEXT [number]% the next in-going contribution minus the above departure costs other  FORMTEXT [specify]5.2[Note: Delete if this does not apply] Any refund will be paid: [Note: Delete all that do not apply] within 14 days of your permanent departure the settlement of the sale of your unit or re-leasing of your unit or when the next resident takes possession by the earliest of: 14 days from the receipt of the next in-going contribution or purchase price for your unit; 14 days of the next resident taking possession of your unit; or six months after your permanent departure by  FORMTEXT [Insert other date or time].5.3Capital gains Will you be entitled to share in any capital gain on your unit (if the next resident pays a higher in-going contribution/purchase price than you paid)? FORMCHECKBOX  Yes  FORMCHECKBOX  No Note: Delete if this does not apply] If yes, you will be entitled to share in any capital gain on your unit in this proportion:[Note: Delete all that do not apply]  FORMTEXT [number]%, which will be paid  FORMTEXT [Insert date or time]  FORMTEXT [Insert details of any different calculation], which will be paid  FORMTEXT [Insert date or time].5.4Capital losses Will you be required to share in any capital loss on your unit (if the next resident pays a lower in-going contribution/purchase price than you paid)? FORMCHECKBOX  Yes  FORMCHECKBOX  No Note: Delete if this does not apply] If yes, you will be required to share in any capital loss on your unit, in this proportion:[Note: Delete all that do not apply]  FORMTEXT [number]%, which must be paid by  FORMTEXT [Insert date or time]  FORMTEXT [Insert details of any different calculation], which must be paid  FORMTEXT [Insert date or time]. The table on the next page sets out estimates of your departure entitlement after one, two, five and 10 years residence. 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Minus estimated long term maintenance fund contribution $ FORMTEXT       (based on the estimated next sale price/next in-going contribution above)Minus long-term maintenance fund contribution $ FORMTEXT       (based on purchase price/in-going contribution you paid) or Minus estimated long term maintenance fund contribution $ FORMTEXT       (based on the estimated next sale price/next in-going contribution above)Minus long-term maintenance fund contribution $ FORMTEXT       (based on purchase price/in-going contribution you paid) or Minus estimated long term maintenance fund contribution $ FORMTEXT       (based on the estimated next sale price/next i<<<$=&=0=P=R=f=h=j=t=v=====.>0>>>>>>>>>>>>>??.?0?qY/(䴳ϴ/Y䴳ϴ.䴳ϴԱ/??????? @@@@@N@V@n@v@@@@@ABAVAXAZAdAfArAAAB B BpX/j \hJhCJOJQJU^JaJ/j[hJhCJOJQJU^JaJhJhOJQJ^JaJ/jZhJhCJOJQJU^JaJ#hJh5CJOJQJ^JaJ hJhCJOJQJ^JaJ.jhhCJOJQJU^JaJmHnHu)jhJhCJOJQJU^JaJ"@@hABB[C++d$Ifgdl9d$Ifgd*%kl9kd[$$Ifl\t./> t0>64U4 lalyt 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average)Minus estimated sale costs $ FORMTEXT       (based on current average)Minus other costs $ FORMTEXT      Minus other costs $ FORMTEXT      Minus other costs $ FORMTEXT      Minus other costs $ FORMTEXT      Total estimated entitlement $ FORMTEXT       Note: post-departure costs may apply (see p. FORMTEXT      ).Total estimated entitlement $ FORMTEXT       Note: post-departure costs may apply (see p. FORMTEXT      ).Total estimated entitlement $ FORMTEXT       Note: post-departure costs may apply (see p. FORMTEXT      ).Total estimated entitlement $ FORMTEXT       Note: post-departure costs may apply (see p. FORMTEXT      ). FORMTEXT (For sale prices/ingoing contributions based only on the market8`:``faa[C++d$Ifgdl9d$Ifgdtsl9kda$$Ifl\t./> t0>64U4 lalyt```````a aa a"a,a.adaraaaaaaaaab4b6bJbLbNbXbҺҩҩҺҩҩgҺҩҩOҺ/jchJhCJOJQJU^JaJ/jchJhCJOJQJU^JaJ/jbhJhCJOJQJU^JaJ#hJh5CJOJQJ^JaJ hJhCJOJQJ^JaJ.jhhCJOJQJU^JaJmHnHu)jhJhCJOJQJU^JaJ/j%bhJhCJOJQJU^JaJXbZbbbbbbbbbbbbbc cc c"c,c.c:cVcXclcncpczc|cccccǸ٠pX/jlehJhCJOJQJU^JaJ/jdhJhCJOJQJU^JaJ.jhhCJOJQJU^JaJmHnHu/jdhJhCJOJQJU^JaJhJhOJQJ^JaJ#hJh5CJOJQJ^JaJ hJhCJOJQJ^JaJ)jhJhCJOJQJU^JaJ abbb0cC+d$Ifgdtsl9kdc$$Ifl\t./> t0>64U4 lalytd$Ifgdl90c~ccc0dC+d$Ifgdtsl9kdXf$$Ifl\t./> t0>64U4 lalytd$Ifgdl9cccccccd dd d"d,d.dddddddddddeҺҨ҈pҺ҈҈XҺ҈҈/jQghJhCJOJQJU^JaJ/jfhJhCJOJQJU^JaJ hJhCJOJQJ^JaJhJhOJQJ^JaJ#hJh5CJOJQJ^JaJ.jhhCJOJQJU^JaJmHnHu)jhJhCJOJQJU^JaJ/jehJhCJOJQJU^JaJ0ddeeefffgd$Ifgdl9d$Ifgdtsl9eeeeenepeeeeeeeeeeeeeeTfVfjflfnfxfzf|ffffҺҩҩҺҩҩgҺҩҩOҺҩҩ/j)ihJhCJOJQJU^JaJ/jhhJhCJOJQJU^JaJ#hJh5CJOJQJ^JaJ/j=hhJhCJOJQJU^JaJ hJhCJOJQJ^JaJ.jhhCJOJQJU^JaJmHnHu)jhJhCJOJQJU^JaJ/jghJhCJOJQJU^JaJfffff:g t0>64U4 lalytggh$%ijtuv~Āŀƀɀʀ{fN/jhJh?i56CJOJQJU^JaJ)hJh?i56>*CJOJQJ^JaJ2jlhJh?i6CJOJQJU^JaJ hJh?iCJOJQJ^JaJ2j>lhJh?i6CJOJQJU^JaJ#hJh?i6CJOJQJ^JaJU(hh6CJOJQJ^JaJmHnHu,jhJh?i6CJOJQJU^JaJ value of the unit/trust unit/share) *These estimates are based on the owners or managers estimate of  FORMTEXT [number]% annual capital growth.  FORMTEXT (Insert any desired disclaimer) OR  FORMTEXT (For sale prices/ingoing contributions based on factors other than or in addition to the market value of the unit/trust unit/share) *These estimates are based on  FORMTEXT [insert basis, eg owner's or manager's estimate of CPI movements: insert any desired disclaimer]     PAGE 9  PAGE 2 of  NUMPAGES 9 [Note: Insert village logo here (optional)] Version 2: May 2014 For further details on retirement village living visit Consumer Affairs ɫƵ at consumer.vic.gov.au/retirementvillages  PAGE 1 of  NUMPAGES 9 ʀԀՀրYZyzѹ{{aPHDHDHDHD:jh '0J5UhXyjhXyU hJh{CJOJQJ^JaJ2jnhJh?i6CJOJQJU^JaJ#hJh?i6CJOJQJ^JaJ,jhJh?i6CJOJQJU^JaJ(hh6CJOJQJ^JaJmHnHu/jhJh?i56CJOJQJU^JaJ5jnmhJh?i56CJOJQJU^JaJ&hJh?i56CJOJQJ^JaJKL`/ !0*d]gd8:/ !$ed]egd8:/$ !$d]a$gd8:-gd@i6$a$gd@i/$ !H?d]a$gd3/h]hgd /&`#$gd   JKL`ʷʢʷʷʍ|hUEh#Dh '5CJOJQJ^J$hh '6B*OJQJ^Jph' *hh '6B*OJQJ^Jph h3h 'CJOJQJ^JaJ)hh0J5CJOJQJ^JaJmHnHu)hh0J5CJOJQJ^JaJmHnHu$h3h '0J5CJOJQJ^JaJ-jh3h '0J5CJOJQJU^JaJh 'hh0J5mHnHujh '0J5U h '0J5`ۂ݂ނ˺˧˺˺˔˅}l hJh{CJOJQJ^JaJhXyh 'h8:h 'CJOJQJ^J%hh0J5CJOJQJ^JmHnHu%hh0J5CJOJQJ^JmHnHu hz^h '0J5CJOJQJ^J)jhz^h '0J5CJOJQJU^J hh 'CJOJQJ^JaJhz^h 'CJOJQJ^Jgd-:5 0&P :p8:|. 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