Report checklists

Prepare the right information before requesting a report

These checklists help property owners, investors, strata managers and advisers gather the information commonly needed for tax depreciation schedules, insurance valuations and replacement cost reports.

Tax Depreciation Schedule Checklist

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Property address and ownership details
Settlement date and purchase contract where available
Approximate construction date or renovation history
Rental or income-producing use details
Relevant invoices, plans or building information
Accountant contact details if the report should be sent directly

Insurance Valuation & Replacement Cost Checklist

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Property address and building type
Current insurance schedule or sum insured if available
Strata plan, building plans or area schedule where relevant
Details of major services, lifts, basements or complex access
Recent works, upgrades or known building changes
Renewal deadline or committee meeting date

Referral Checklist

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Client name and contact details
Report type or decision the client needs to support
Property address and property type
Urgency, tax deadline, renewal date or meeting date
Any known documents already available
Preferred contact pathway for the client

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