The Client tab

The Client tab is where you record details about the purchaser of the property: who they are, how they will hold title, and which contact record on your account they correspond to. Several of these values feed downstream calculations such as transfer duty.

Purchasing entity

The legal form the purchaser will take - individual, company, trust, or a combination. Pick from the dropdown.

Identifying the purchaser

How you record who the purchaser is depends on whether contacts are enabled on your account. Exactly one of the two appears on this tab.

• When contacts are enabled, a Link client contact record card sits under the purchasing entity. Search for an existing contact or open the create dialog to add a new one. The linked contact provides the purchaser names, and the review appears under the contact in Contacts. When the account is also connected to a practice management integration, new contacts are created in the source system rather than in Curia - see Working with synced contacts.
• When contacts are disabled, a Purchaser field appears in place of the card. Type each name and press enter to add it; remove a name with the cross next to it.

Ownership structure

How the purchasers will hold the property between them - sole, joint tenants, tenants in common, or another structure. The available options come from your account’s field settings.

Residency status

Whether the purchaser is an Australian resident, a foreign person, or a mix. This drives any foreign-buyer surcharge in the transfer duty estimate.

Client circumstances and intent

Further fields capture the client’s circumstances and intent. Curia uses these to tailor the duty estimate, the recommendations, and the report.

• First home buyer assistance eligibility - whether the client qualifies for the first home buyer exemption or concession. Feeds the transfer duty estimate.
• Finance required - whether the purchase is conditional on finance.
• Deposit payment method - how the deposit will be paid.
• Investment property - whether the property is being bought as an investment.
• Intends works - whether the client plans to carry out works on the property after settlement.
• Intends title insurance - whether the client plans to take out title insurance.
• Intends building and pest inspection - whether the client will arrange a pre-settlement inspection.

Which of these appear depends on which fields your account has turned on.