Mortgages, Refinances & Family Transfers

How We Can Help You

Mortgages and Refinances

We assist with all aspects of managing your mortgage, including:

• Liaising with your mortgage broker, lending specialist, and financial institution.
• Witnessing mortgage documents for compliance and accuracy.
• Discharging mortgages and finalising paid-off loans.
• Arranging and attending settlement for new or refinanced loans.

Family Transfers

When it comes to transferring property ownership within your family, we can:

• Facilitate changes to the registered proprietors noted on the Title of your property.
• Advise on transfer duty and capital gains tax implications.
• Assist with applications to Revenue NSW for transfer duty exemptions, including:
  • Transfers between married or de-facto couples.
  • Transfers resulting from Family Law proceedings.

Family Loans

We help you establish secure family loan arrangements by:

• Drafting mortgage and loan documentation.
• Preparing Deeds of Trust to formalise agreements.
• Preparing and registering Caveats to protect family loan advances.