What Documents Need to Be Handed Over When Changing Management?

The lessor will expect the current Property Manager to supply the new agent anything that will allow the latter to manage the property accordingly.

Legislation does not specify what exact documents need to be transferred when there’s a change of management, but it’s important to remember that this information is property of the lessor. Property Managers should make appropriate privacy disclosures at the start of a tenancy to ensure that information can be handed to a new agent when there’s a change of management.

These are, in minimum, the documents that should ideally be handed over to the new managing agent:

1. Application Forms
2. The 18a General Tenancy Agreement
3. Signed bond lodgement form
4. Signed Entry Condition Report (with photos if available)
5. Signed key receipt
6. Last two routine inspections
7. RTA Form 5 – Change of property manager/owner
8. Any ongoing maintenance and/or dispute issues
9. Any current Form 11’s, 12’s or QCAT proceedings

Additional items to be passed on may include:

1. Copy of the last smoke alarm compliance certificate
2. Copy of the last pool safety compliance certificate
3. Any evidence of water efficiency
4. Any warranty documentation on appliances
5. All spare keys and remotes
6. Any other documentation relevant to the property, tenant or lessor