Retirement Villages Amendment (Contractual Arrangements) Regulations 2013
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Authorised Version
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Retirement Villages Amendment (Contractual
Arrangements) Regulations 2013
S.R. No. 171/2013
TABLE OF PROVISIONS
Regulation Page
1 Objective 1
2 Authorising provision 1
3 Commencement provision 2
4 Principal Regulations 2
5 Amendment of objectives of Principal Regulations 2
6 Definitions 2
7 New regulations 8B to 8H 3
8B Matters that must not be included in residence and
management contracts 3
8C Matters that must be included in residence and
management contracts 5
8D Matters that may be included in residence or
management contracts 10
8E Prescribed terms for residence and management
contracts 10
8F Layout of residence and management contracts 11
8G Regulations 8B, 8C, 8E and 8F do not apply to
agreement to lease or contract of sale 12
8H Contracting out 12
8 New Schedules 5 and 6 13
SCHEDULE 5 13
PART A—PRESCRIBED TERMS FOR RESIDENCE
CONTRACTS 13
PART B—PRESCRIBED TERMS FOR MANAGEMENT
CONTRACTS 14
SCHEDULE 6 16
PART A—RESIDENCE CONTRACT 16
PART B—MANAGEMENT CONTRACT 19
PART C—RESIDENCE AND MANAGEMENT
CONTRACT 22
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PART D—RESIDENCE AND MANAGEMENT
CONTRACT 26
═══════════════
ENDNOTES 31
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Authorised Version
1
STATUTORY RULES 2013
S.R. No. 171/2013
Retirement Villages Act 1986
Retirement Villages Amendment (Contractual
Arrangements) Regulations 2013
The Governor in Council makes the following Regulations:
Dated: 17 December 2013
Responsible Minister:
HEIDI VICTORIA
Minister for Consumer Affairs
YVETTE CARISBROOKE
Clerk of the Executive Council
1 Objective
The objective of these Regulations is to amend the
Retirement Villages (Contractual Arrangements)
Regulations 2006 to—
(a) prescribe matters that must and must not be
included in residence contracts and
management contracts; and
(b) prescribe certain terms for residence
contracts and management contracts; and
(c) prescribe the layout of certain residence
contracts and management contracts.
2 Authorising provision
These Regulations are made under section 43 of
the Retirement Villages Act 1986.
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3 Commencement provision
These Regulations come into operation on 1 July
2014.
4 Principal Regulations
In these Regulations, the Retirement Villages
(Contractual Arrangements) Regulations 20061
are called the Principal Regulations.
5 Amendment of objectives of Principal Regulations
(1) In regulation 1(d) of the Principal Regulations, for
"Act." substitute "Act; and".
(2) After regulation 1(d) of the Principal Regulations
insert—
"(e) prescribe matters that must be, may be and
must not be included in residence contracts
and management contracts; and
(f) prescribe terms for residence contracts and
management contracts; and
(g) prescribe the layout of residence contracts
and management contracts.".
6 Definitions
In regulation 4 of the Principal Regulations, insert
the following definition—
"owner includes a person who alone or with
others is the owner of an estate other than an
estate in fee simple;".
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7 New regulations 8B to 8H
After regulation 8A of the Principal Regulations
insert—
"8B Matters that must not be included in
residence and management contracts
The following matters must not be included
in a residence contract or a management
contract—
(a) a requirement for a resident to have a
will or to advise the owner or manager
of its location;
(b) a requirement for a resident to take out
any insurance policy other than a
liability policy for any motorised
wheelchair operated by the resident;
(c) a requirement for a resident to pay the
owner's or manager's costs for
corresponding with the resident or for
preparing or providing information
required to be given to the resident
other than costs of any audit under
section 34(4) of the Act;
(d) a restriction on a resident's absence
from the village other than a restriction
that would result in the resident's
premises no longer being the resident's
principal place of residence—where the
amount of the resident's refundable
in-going contribution depends on the
duration of the resident's residence in
the village and on the assumption that
the premises are the resident's principal
place of residence;
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(e) a requirement for a resident to pay
liquidated damages for breach of a
contract, other than a requirement to
forfeit a deposit, or of a by-law relating
to the village;
(f) an exclusion of or limitation on the
owner's or manager's liability for
default or breach of duty;
(g) a right to recover administration and
operating costs from a resident other
than those—
(i) incurred while the resident resided
in the village; or
(ii) associated with the resale or
re-leasing of the resident's
premises; or
(iii) recoverable under sections 38A
and 38B of the Act;
(h) a requirement, other than a requirement
of a clause incorporated by
regulation 7, for a resident to pay more
than half the costs of any valuation of
the resident's premises or residence
right that is required or permitted,
except where the resident has acted
unreasonably;
(i) a requirement for a resident to pay costs
of enforcing the contract;
(j) a right of an owner or manager to
relocate a resident to other premises
without the resident's consent, except
for an emergency (including where the
resident's premises are destroyed or
severely damaged or where a resident's
safety, health or property is
endangered);
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(k) a restriction on the operation or
membership of the residents committee;
(l) a provision to the effect that the written
contract represents the entire agreement
between the parties.
8C Matters that must be included in
residence and management contracts
(1) A residence contract must—
(a) specify the following—
(i) the date of the contract and, if the
commencement date is different,
the date the contract commences;
(ii) the owner's name, address and
address for service;
(iii) the resident's name and address;
(iv) the address of the residential
premises;
(v) the duration of the contract;
(vi) the resident's garage, storeroom
and parking entitlements (other
than as accessories to any strata
title of the resident);
(vii) the date of occupation of the
premises or the date of the
resident's right to occupy the
premises (as the case may be);
(viii) the fixtures, fittings and
furnishings provided by the owner
with the residential premises; and
(b) address the following matters—
(i) the resident's ability to alter and
add to their residential premises;
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(ii) the resident's ability to transfer to
other residential premises or other
types of accommodation;
(iii) if the residential premises are
incomplete, the resident's ability
to determine the design,
construction and furnishing of the
premises;
(iv) any restrictions on the resident's
use of the residential premises;
(v) any restrictions on pets, visitors
and car parking;
(vi) any restrictions on the persons to
whom the resident can transfer the
residential premises;
(vii) any rights of access of the owner
to the resident's premises;
(viii) any right of the owner to relocate
the resident to other premises in
an emergency and without the
resident's consent;
(ix) any legal costs of the owner
payable by the resident;
(x) all costs and charges payable by
the resident to the owner to gain
entry to the village including any
ingoing contribution and whether
interest is payable to the resident;
(xi) all costs and charges payable by
the resident to the owner during
his or her residency in the village
and the period after the resident
has ceased to be a resident for
which any such cost or charge
continues to be payable;
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(xii) all costs, fees and charges payable
by the resident to the owner on
permanent departure from their
premises;
(xiii) the method of calculating any
refundable ingoing contribution
that the owner is liable to make to
the resident, including how capital
gains or losses are shared and any
applicable fees, charges and
financial penalties;
(xiv) the time when the refund referred
to in subparagraph (xiii) is
payable to the resident;
(xv) the insurance policies in relation
to the retirement village
(excluding any policies in relation
to any owners corporation in the
village) that the owner takes out;
(xvi) who is responsible for maintaining
the residential premises, including
replacement and maintenance of
fixtures, fittings and furnishings;
(xvii) what renovation or reinstatement
of the resident's premises will be
required and who is liable for the
cost;
(xviii) how the contract may be
terminated, including any
minimum advance notice;
(xix) the resident's right to refuse to
agree to amendments to or
termination of the contract;
(xx) the by-laws relating to the village
(unless this matter is included in
the management contract).
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(2) A management contract must—
(a) specify the following—
(i) the date of the contract and, if the
commencement date is different,
the date the contract commences;
(ii) the manager's name, address and
address for service;
(iii) the resident's name and address;
(iv) the address of the residential
premises;
(v) the duration of the contract;
(vi) the services to be provided to the
resident by the manager, including
any service that, before the
resident entered into the contract,
the manager or its agents
represented to the resident would
be provided or made available and
the date (if any) on or by which it
was represented that such service
would be provided or made
available; and
(b) address the following matters—
(i) any rights of access of the
manager to the resident's
premises;
(ii) any legal costs of the manager
payable by the resident;
(iii) all costs and charges payable by
the resident to the manager during
his or her residency in the village,
including maintenance charges,
and the period after the resident
has ceased to be a resident for
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which any such cost or charge
continues to be payable;
(iv) the matters for which maintenance
charges may be used;
(v) how and when maintenance
charges can be adjusted;
(vi) the repair and maintenance
procedure for the resident's
premises, including the
responsibilities of the manager
and the resident;
(vii) how special levies can be
imposed;
(viii) the method of calculating any
refund of the ingoing contribution
that the manager is liable to make
to the resident, including how
capital gains or losses are shared
and any applicable fees, charges
and financial penalties;
(ix) the time when the refund referred
to in subparagraph (viii) is
payable to the resident;
(x) the insurance policies in relation
to the retirement village
(excluding any policies in relation
to any owners corporation in the
village) that the manager takes
out;
(xi) how the contract may be
terminated, including any
minimum advance notice;
(xii) the resident's right to refuse to
agree to amendments to or
termination of the contract;
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(xiii) the by-laws relating to the village
(unless this matter is included in
the residence contract);
(xiv) the process for consultation with
the resident or with the residents
of the village on the proposed
exercise of any right to change
services provided by the manager
that will result in a material
change in the services provided.
8D Matters that may be included in residence
or management contracts
Without limiting the matters that may be
included in a residence contract or a
management contract, they may include a
warning that the resident should take out a
house contents insurance policy or public
liability insurance policy.
8E Prescribed terms for residence and
management contracts
(1) Subject to subregulation (3), a residence
contract must contain the terms set out in
Part A of Schedule 5 and is taken to include
those terms.
(2) Subject to subregulation (3), a management
contract must contain the terms set out in
Part B of Schedule 5 and is taken to include
those terms.
(3) Where, by this regulation, the same term
would be required to be contained in and
taken to be included in a residence contract
and a management contract and where, as a
matter of law or contract, the term is
applicable only to one of those contracts, the
term need not be contained in, nor is it to be
taken to be included in, the other contract.
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(4) This regulation does not derogate from any
term implied by law into a residence contract
or management contract.
8F Layout of residence and management
contracts
(1) Subject to subregulation (5), a residence
contract must be in the form set out in Part A
of Schedule 6, including as to the order of
matters.
(2) Subject to subregulation (5), a management
contract must be in the form set out in Part B
of Schedule 6, including as to the order of
matters.
(3) Subject to subregulation (5), a combined
residence contract and management contract
where the owner and manager are the same
person must be in the form set out in Part C
of Schedule 6, including as to the order of
matters.
(4) Subject to subregulation (5), a combined
residence contract and management contract,
where the owner and manager are not the
same person, must be in the form set out in
Part D of Schedule 6, including as to the
order of matters.
(5) If, in a form of contract under this regulation,
the same right or obligation is ascribed to the
owner and manager but, as a matter of law or
contract, only one has that right or obligation
in relation to the resident, it may be omitted
from the rights or obligations ascribed to the
other.
(6) It is sufficient compliance with the
requirement of this regulation to insert
relevant rights, obligations and other matters
under the headings in the section of the
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relevant contract headed, "Matters required
by the Regulation 8C of the Retirement
Villages (Contractual Arrangements)
Regulations 2006 to be addressed", if the text
of the relevant rights, obligations and other
material is inserted under the relevant
heading and any variable matters are set out
in a schedule or attachment to the contract.
8G Regulations 8B, 8C, 8E and 8F do not
apply to agreement to lease or contract of
sale
(1) Subregulation (2) applies if a residence
contract is annexed to an agreement to lease
or if a management contract is annexed to a
contract of sale of land, to a contract of sale
of a unit in a unit trust or to a contract of sale
of a share in a corporation.
(2) Regulations 8B, 8C, 8E and 8F apply only to
the residence contract or the management
contract (as the case may be) and not to the
agreement to lease or contract of sale.
8H Contracting out
(1) A provision in a contract or document
concerning a retirement village which
purports to exclude, modify or restrict the
operation of regulations 8B, 8C, 8E or 8F is
void.
(2) If a contract or document includes a
provision which is void under subregulation
(1), that subregulation does not affect the
validity or enforceability of other provisions
of the contract or document, in so far as they
are severable from the void provisions.".
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8 New Schedules 5 and 6
After Schedule 4 of the Principal Regulations,
insert—
"__________________
SCHEDULE 5
PART A
Regulation 8E(1)
PRESCRIBED TERMS FOR RESIDENCE CONTRACTS
Primacy of the Retirement Villages Act 1986 and regulations
This contract must comply with the Retirement Villages Act 1986, the
regulations made under that Act and any other applicable legislation, and is
void to the extent of its inconsistency with that Act, those regulations and
other applicable legislation, including any inconsistency with these
prescribed terms.
Basic obligations of the owner
The owner must—
(a) give exclusive and vacant possession of the resident's premises in a
clean and tidy condition; and
(b) use best endeavours to ensure that the owner's tenants, employees
and invitees or other persons lawfully on village premises comply
with the by-laws relating to the village; and
(c) obtain the resident's consent to enter the resident's premises unless in
an emergency or if a resident's safety or property is endangered,
subject to any other term that enables entry for reasonable cause on
reasonable notice; and
(d) give receipts for payments made by the resident and keep a record of
such payments.
Basic obligations of the resident
The resident must—
(a) use best endeavours to ensure that the resident's invitees or other
persons lawfully on the resident's premises comply with the by-laws
relating to the village; and
(b) respect the rights of other residents and persons in the village; and
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(c) not interfere with other residents' reasonable peace, comfort and
privacy; and
(d) respect the rights of the owner, its employees and agents to work
free from harassment and intimidation; and
(e) not adversely affect the occupational health and safety of people
working in the village; and
(f) if the owner exercises a right to relocate the resident to other
premises with the consent of the resident, not withhold consent
unreasonably.
Basic rights of the resident
The resident has the right—
(a) to any payment that the owner is liable to make consequent on the
resident's permanent departure from their premises or death,
unaffected by termination of the residence contract, whether for
breach of contract or otherwise; and
(b) to remove any fixture that the resident has added to the resident's
premises (for which there is no agreement to leave in place) at any
time before permanently departing the premises, subject to making
good any damage caused by the removal; and
(c) if the resident's only obligation in relation to the condition of the
resident's premises is to remedy damage and if the resident does not
share in any capital gain—to not be liable for fair wear and tear to
the resident's premises.
General
(a) These prescribed terms, and any other terms prescribed under the
Retirement Villages Act 1986 or regulations, take precedence over
any inconsistent terms of this contract or any inconsistent by-laws
relating to the village.
(b) The owner and the resident must deal with each other in good faith.
PART B
Regulation 8E(2)
PRESCRIBED TERMS FOR MANAGEMENT CONTRACTS
Primacy of the Retirement Villages Act 1986 and regulations
This contract must comply with the Retirement Villages Act 1986, the
regulations made under that Act and any other applicable legislation, and is
void to the extent of its inconsistency with that Act, those regulations and
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other applicable legislation, including any inconsistency with these
prescribed terms.
Basic obligations of the manager
The manager must—
(a) use best endeavours to ensure that the manager's tenants, employees
and invitees or other persons lawfully on village premises comply
with the by-laws relating to the village; and
(b) if the manager is required to carry out repairs or replacements to the
common facilities and other areas under its control that are funded
from maintenance charges, promptly carry out repairs or
replacements necessary for the safety or security of residents; and
(c) obtain the resident's consent to enter the resident's premises unless in
an emergency or if a resident's safety or property is endangered,
subject to any other term that enables entry for reasonable cause on
reasonable notice; and
(d) give receipts for payments made by the resident and keep a record of
such payments.
Basic obligations of the resident
The resident must—
(a) use best endeavours to ensure the resident's invitees or other persons
lawfully on the resident's premises comply with the by-laws relating
to the village; and
(b) respect the rights of other residents and persons in the village; and
(c) not interfere with other residents' reasonable peace, comfort and
privacy; and
(d) respect the rights of the manager, its employees and agents to work
free from harassment and intimidation; and
(e) not adversely affect the occupational health and safety of people
working in the village.
Basic rights of the resident
The resident has the right to any payment that the manager is liable to make
consequent on the resident's permanent departure from their premises or
death, unaffected by termination of the management contract, whether for
breach of contract or otherwise.
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General
(a) These prescribed terms, and any other terms prescribed under the
Retirement Villages Act 1986 or regulations, take precedence over
any inconsistent terms of this contract or any inconsistent by-laws
relating to the village.
(b) The manager and the resident must deal with each other in good
faith.
__________________
SCHEDULE 6
PART A
Regulation 8F(1)
[TRADING NAME OF VILLAGE]
RESIDENCE CONTRACT
[on front page of contract]
COOLING-OFF RIGHT
Under section 24 of the Retirement Villages Act 1986, you may cancel
this contract at any time before the expiry of 3 clear business days after
you have signed this contract, by—
• giving a notice of cancellation to [name or abbreviation of owner]
or our agent; or
• ending the notice to [name or abbreviation of owner] at the above
mentioned address for service of notices or to the address of our
agent.
If you cancel, [name or abbreviation of owner] may retain $100 or 0·2%
of the ingoing contribution, whichever is greater.
Date contract signed:
Name and address of village owner:
Address for service of notices:
Name and address of resident:
Address of resident's premises:
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Date of resident's occupation of resident's premises/date of resident's right to
occupy premises [delete whichever is inapplicable]:
Date contract commences [if different from above]:
Term of contract/date contract expires [delete whichever is inapplicable]:
Garage, storeroom and parking entitlements:
Fixtures, fittings and furnishings provided by the village owner with the
resident's premises are as follows:
OPERATIVE WORDS
[insert any desired statement of the nature or operation of the contract, for
instance, the grant of the interest in the premises]
PRESCRIBED TERMS UNDER REGULATION 8E OF THE
RETIREMENT VILLAGES (CONTRACTUAL ARRANGEMENTS)
REGULATIONS 2006
Primacy of the Retirement Villages Act 1986 and regulations
This contract must comply with the Retirement Villages Act 1986, the
regulations made under that Act and any other applicable legislation, and is
void to the extent of its inconsistency with that Act, those regulations and
other applicable legislation, including any inconsistency with these
prescribed terms.
Basic obligations of the owner
[name or abbreviation of owner] must—
(a) give exclusive and vacant possession of the resident's premises in a
clean and tidy condition; and
(b) use best endeavours to ensure that the owner's tenants, employees
and invitees or other persons lawfully on village premises comply
with the by-laws relating to the village; and
(c) obtain the resident's consent to enter the resident's premises unless in
an emergency or if a resident's safety or property is endangered,
subject to any other term that enables entry for reasonable cause on
reasonable notice; and
(d) give receipts for payments made by the resident and keep a record of
such payments.
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Basic obligations of the resident
The resident must—
(a) use best endeavours to ensure that the resident's invitees or other
persons lawfully on the resident's premises comply with the by-laws
relating to the village; and
(b) respect the rights of other residents and persons in the village; and
(c) not interfere with other residents' reasonable peace, comfort and
privacy; and
(d) respect the rights of [name or abbreviation of owner], its employees
and agents to work free from harassment and intimidation; and
(e) not adversely affect the occupational health and safety of people
working in the village; and
(f) if [name or abbreviation of owner] exercises a right to relocate the
resident to other premises with the consent of the resident, not
withhold consent unreasonably.
Basic rights of the resident
The resident has the right—
(a) to any payment that [name or abbreviation of owner] is liable to
make consequent on the resident leaving the village or dying,
unaffected by termination of the residence contract, whether for
breach of contract or otherwise; and
(b) to remove any fixture that the resident has added to the resident's
premises (for which there is no agreement to leave in place) at any
time before permanently vacating the premises, subject to making
good any damage caused by the removal; and
(c) [if the resident's only obligation in relation to the condition of the
resident's premises is to remedy damage and if the resident does not
share in any capital gain] not to be liable for fair wear and tear to
the resident's premises.
General
(a) These prescribed terms, and any other terms prescribed under the
Retirement Villages Act 1986 or regulations, take precedence over
any inconsistent terms of this contract or any inconsistent by-laws
relating to the village.
(b) [name or abbreviation of owner] and the resident must deal with
each other in good faith.
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MATTERS REQUIRED BY REGULATION 8C OF THE
RETIREMENT VILLAGES (CONTRACTUAL ARRANGEMENTS)
REGULATIONS 2006 TO BE ADDRESSED
Costs payable on entry [refer to regulation 8C(1)(b)(x)]
Costs payable during residency [refer to regulation 8C(1)(b)(xi)]
Costs payable on departure [refer to regulation 8C(1)(b)(xii)]
Owner's legal costs [refer to regulation 8C(1)(b)(ix)]
Costs of renovation or reinstatement [refer to regulation 8C(1)(b)(xvii)]
Resident's exit entitlement [refer to regulation 8C(1)(b)(xiii) and (xiv)]
Maintenance of the resident's premises [refer to regulation 8C(1)(b)(xvi)]
Village insurance [refer to regulation 8C(1)(b)(xv)]
Any restrictions relating to the resident's premises [refer to regulation
8C(1)(b)(i)–(viii)]
Termination and amendment of the contract [refer to regulation
8C(1)(b)(xviii) and (xix)]
The village by-laws [refer to regulation 8C(1)(b)(xx)—unless set out in the
management contract]
OTHER TERMS—WHICH MUST NOT INCLUDE ANY TERM
PROHIBITED BY THE RETIREMENT VILLAGES ACT 1986 OR
REGULATIONS
PART B
Regulation 8F(2)
[TRADING NAME OF VILLAGE]
MANAGEMENT CONTRACT
Date contract signed:
Name and address of village manager:
Address for service of notices:
Name and address of resident:
Address of resident's premises:
Date contract commences:
Term of contract/date contract expires [delete whichever is inapplicable]:
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The services to be provided to the resident—including any service that,
before the resident entered into the contract, [name or abbreviation of
manager] or its agents represented to the resident would be provided or made
available, and the date (if any) on or by which it was represented that such
service would be provided or made available—are as follows—
[insert services and where applicable date service is to be provided or
made available]
OPERATIVE WORDS
[insert any desired statement of the nature or operation of the contract]
PRESCRIBED TERMS UNDER REGULATION 8E OF THE
RETIREMENT VILLAGES (CONTRACTUAL ARRANGEMENTS)
REGULATIONS 2006
Primacy of the Retirement Villages Act 1986 and regulations
This contract must comply with the Retirement Villages Act 1986, the
regulations made under that Act and any other applicable legislation, and is
void to the extent of its inconsistency with that Act, those regulations and
other applicable legislation, including any inconsistency with these
prescribed terms.
Basic obligations of the manager
[name or abbreviation of manager] must—
(a) use best endeavours to ensure that the manager's tenants, employees
and invitees or other persons lawfully on village premises comply
with the by-laws relating to the village; and
(b) if the manager is required to carry out repairs or replacements to the
common facilities and other areas under its control that are funded
from maintenance charges, promptly carry out repairs or
replacements necessary for the safety or security of residents; and
(c) obtain the resident's consent to enter the resident's premises unless in
an emergency or if a resident's safety or property is endangered,
subject to any other term that enables entry for reasonable cause on
reasonable notice; and
(d) give receipts for payments made by the resident and keep a record of
such payments.
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Basic obligations of the resident
The resident must—
(a) use best endeavours to ensure that the resident's invitees or other
persons lawfully on the resident's premises comply with the by-laws
relating to the village; and
(b) respect the rights of other residents and persons in the village; and
(c) not interfere with other residents' reasonable peace, comfort and
privacy; and
(d) respect the rights of [name or abbreviation of manager], its
employees and agents to work free from harassment and
intimidation; and
(e) not adversely affect the occupational health and safety of people
working in the village.
Basic rights of the resident
The resident has the right to any payment that [name or abbreviation of
manager] is liable to make consequent on the resident leaving the village or
dying, unaffected by termination of the management contract, whether for
breach of contract or otherwise.
General
(a) These prescribed terms, and any other terms prescribed under the
Retirement Villages Act 1986 or regulations, take precedence over
any inconsistent terms of this contract or any inconsistent by-laws
relating to the village.
(b) [name or abbreviation of manager] and the resident must deal with
each other in good faith.
MATTERS REQUIRED BY REGULATION 8C OF THE
RETIREMENT VILLAGES (CONTRACTUAL ARRANGEMENTS)
REGULATIONS 2006 TO BE ADDRESSED
Costs payable during residency [refer to regulation 8C(2)(b)(iii)]
Manager's legal costs [refer to regulation 8C(2)(b)(ii)]
Adjustments to maintenance charges [refer to regulation 8C(2)(b)(v)]
Use of maintenance charges [refer to regulation 8C(2)(b)(iv)]
The repair and maintenance procedure [refer to regulation 8C(2)(b)(vi)]
Consultation on changes to services [refer to regulation 8C(2)(b)(xiv)]
Special levies [refer to regulation 8C(2)(b)(vii)]
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Resident's exit entitlement [refer to regulation 8C(2)(b)(viii) and (ix)]
Village insurance [refer to regulation 8C(2)(b)(x)]
Manager's right of access to the resident's premises [refer to regulation
8C(2)(b)(i)]
Termination and amendment of the contract [refer to regulation 8C(2)(b)(xi)
and (xii)]
The village by-laws [refer to regulation 8C(2)(b)(xiii)—unless set out in the
residence contract]
OTHER TERMS—WHICH MUST NOT INCLUDE ANY TERM
PROHIBITED BY THE RETIREMENT VILLAGES ACT 1986 OR
REGULATIONS
PART C
Regulation 8F(3)
[TRADING NAME OF VILLAGE]
RESIDENCE AND MANAGEMENT CONTRACT
[on front page of contract]
COOLING-OFF RIGHT
Under section 24 of the Retirement Villages Act 1986, you may cancel
this contract at any time before the expiry of 3 clear business days after
you have signed this contract, by—
• giving a notice of cancellation to [name or abbreviation of
owner/manager] or our agent; or
• sending the notice to [name or abbreviation of owner/manager]
at the above mentioned address for service of notices or to the
address of our agent.
If you cancel, [name or abbreviation of owner/manager] may retain $100
or 0·2% of the ingoing contribution, whichever is greater.
Date contract signed:
Name and address of the person who is the village owner and manager:
Address for service of notices:
Name and address of resident:
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Address of resident's premises:
Date of resident's occupation of resident's premises/date of resident's right to
occupy premises [delete whichever is inapplicable]:
Date contract commences [if different from above]:
Term of contract/date contract expires [delete whichever is inapplicable]:
Garage, storeroom and parking entitlements:
Fixtures, fittings and furnishings provided by the village owner and manager
with the resident's premises are as follows:
The services to be provided to the resident—including any service that,
before the resident entered into the contract, [name or abbreviation of
manager] or its agents represented to the resident would be provided or made
available, and the date (if any) on or by which it was represented that such
service would be provided or made available—are as follows—
[insert services and where applicable date service is to be provided or
made available]
OPERATIVE WORDS
[insert any desired statement of the nature or operation of the contract, for
instance, in relation to the residence contract, the grant of the interest in the
premises]
PRESCRIBED TERMS UNDER REGULATION 8E OF THE
RETIREMENT VILLAGES (CONTRACTUAL ARRANGEMENTS)
REGULATIONS 2006
Primacy of the Retirement Villages Act 1986 and regulations
This contract must comply with the Retirement Villages Act 1986, the
regulations made under that Act and any other applicable legislation, and is
void to the extent of its inconsistency with that Act, those regulations and
other applicable legislation, including any inconsistency with these
prescribed terms.
Basic obligations of the owner and manager
[name or abbreviation of the owner/manager] must—
(a) give exclusive and vacant possession of the resident's premises in a
clean and tidy condition; and
(b) use best endeavours to ensure that its tenants, employees and
invitees or other persons lawfully on village premises comply with
the by-laws relating to the village; and
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(c) if the manager is required to carry out repairs or replacements to the
common facilities and other areas under its control that are funded
from maintenance charges, promptly carry out repairs or
replacements necessary for the safety or security of residents; and
(d) obtain the resident's consent to enter the resident's premises unless in
an emergency or if a resident's safety or property is endangered,
subject to any other term that enables entry for reasonable cause on
reasonable notice; and
(e) give receipts for payments made by the resident and keep a record of
such payments.
Basic obligations of the resident
The resident must—
(a) use best endeavours to ensure that the resident's invitees or other
persons lawfully on the resident's premises comply with the by-laws
relating to the village; and
(b) respect the rights of other residents and persons in the village; and
(c) not interfere with other residents' reasonable peace, comfort and
privacy; and
(d) respect the rights of [name or abbreviation of owner/manager], its
employees and agents to work free from harassment and
intimidation; and
(e) not adversely affect the occupational health and safety of people
working in the village; and
(f) if [name or abbreviation of owner/manager] exercises a right to
relocate the resident to other premises with the consent of the
resident, not withhold consent unreasonably.
Basic rights of the resident
The resident has the right—
(a) to any payment that [name or abbreviation of owner/manager] is
liable to make consequent on the resident leaving the village or
dying, unaffected by termination of the residence contract or the
management contract, whether for breach of contract or otherwise;
and
(b) to remove any fixture that the resident has added to the resident's
premises (for which there is no agreement to leave in place) at any
time before permanently vacating the premises, subject to making
good any damage caused by the removal; and
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(c) [if the resident's only obligation in relation to the condition of the
resident's premises is to remedy damage and if the resident does not
share in any capital gain] not to be liable for fair wear and tear to
the resident's premises.
General
(a) These prescribed terms, and any other terms prescribed under the
Retirement Villages Act 1986 or regulations, take precedence over
any inconsistent terms of this contract or any inconsistent by-laws
relating to the village.
(b) [name or abbreviation of owner/manager] and the resident must deal
with each other in good faith.
MATTERS REQUIRED BY REGULATION 8C OF THE
RETIREMENT VILLAGES (CONTRACTUAL ARRANGEMENTS)
REGULATIONS 2006 TO BE ADDRESSED
Costs payable on entry [refer to regulation 8C(1)(b)(x)]
Costs payable during residency [refer to regulation 8C(1)(b)(xi) and
(2)(b)(iii)]
Costs payable on departure [refer to regulation 8C(1)(b)(xii)]
Legal costs [refer to regulation 8C(1)(b)(ix) and (2)(b)(ii)]
Costs of renovation or reinstatement [refer to regulation 8C(1)(b)(xvii)]
Resident's exit entitlement [refer to regulation 8C(1)(b)(xiii), (xiv) and
(2)(b)(viii) and (ix)]
Adjustments to maintenance charges [refer to regulation 8C(2)(b)(v)]
Special levies [refer regulation 8C(2)(b)(vii)]
Use of maintenance charges [refer to regulation 8C(2)(b)(iv)]
Maintenance of the resident's premises [refer to regulation 8C(1)(b)(xvi)]
The repair and maintenance procedure [refer to regulation 8C(2)(b)(vi)]
Village insurance [refer to regulation 8C(1)(b)(xv) and (2)(b)(x)]
Consultation on changes to services [refer to regulation 8C(2)(b)(xiv)]
Any restrictions relating to the resident's premises [refer to regulation
8C(1)(b)(i)–(viii)]
Manager's right of access to resident's premises [refer to regulation
8C(2)(b)(i)]
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Termination and amendment of the contract [refer to regulation
8C(1)(b)(xviii) and (xix) and (2)(b)(xi) and (xii)]
The village by-laws [refer to regulation 8C(1)(b)(xx) and (2)(b)(xiii]
OTHER TERMS—WHICH MUST NOT INCLUDE ANY TERM
PROHIBITED BY THE RETIREMENT VILLAGES ACT 1986 OR
REGULATIONS
PART D
Regulation 8F(4)
[TRADING NAME OF VILLAGE]
RESIDENCE AND MANAGEMENT CONTRACT
[on front page of contract]
COOLING-OFF RIGHT
Under section 24 of the Retirement Villages Act 1986, you may cancel
this contract at any time before the expiry of 3 clear business days after
you have signed this contract, by—
• giving a notice of cancellation to [name or abbreviation of
owner/manager] or our agent; or
• sending the notice to [name or abbreviation of owner/manager]
at the above mentioned address for service of notices or to the
address of our agent.
If you cancel, [name or abbreviation of owner/manager] may retain $100
or 0·2% of the ingoing contribution, whichever is greater.
Date contract signed:
Name and address of village owner:
Address for service of notices:
Name and address of village manager:
Address for service of notices:
Name and address of resident:
Address of resident's premises:
Date of resident's occupation of resident's premises/date of resident's right to
occupy premises [delete whichever is inapplicable]:
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Date contract commences [if different from above]:
Term of contract/date contract expires [delete whichever is inapplicable]:
Garage, storeroom and parking entitlements:
Fixtures, fittings and furnishings provided by the village owner with the
resident's premises are as follows:
The services to be provided to the resident—including any service that,
before the resident entered into the contract, [name or abbreviation of
manager] or its agents represented to the resident would be provided or made
available, and the date (if any) on or by which it was represented that such
service would be provided or made available—are as follows—
[insert services and where applicable date service is to be provided or
made available]
OPERATIVE WORDS
[insert any desired statement of the nature or operation of the contract, for
instance, in relation to the residence contract, the grant of the interest in the
premises]
PRESCRIBED TERMS UNDER REGULATION 8E OF THE
RETIREMENT VILLAGES (CONTRACTUAL ARRANGEMENTS)
REGULATIONS 2006
Primacy of the Retirement Villages Act 1986 and regulations
This contract must comply with the Retirement Villages Act 1986, the
regulations made under that Act and any other applicable legislation, and is
void to the extent of its inconsistency with that Act, those regulations and
other applicable legislation, including any inconsistency with these
prescribed terms.
Basic obligations of the owner
[name or abbreviation of owner] must—
(a) give exclusive and vacant possession of the resident's premises in a
clean and tidy condition; and
(b) use best endeavours to ensure that the owner's tenants, employees
and invitees or other persons lawfully on village premises comply
with the by-laws relating to the village; and
(c) obtain the resident's consent to enter the resident's premises unless in
an emergency or if a resident's safety or property is endangered,
subject to any other term that enables entry for reasonable cause on
reasonable notice; and
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(d) give receipts for payments made by the resident and keep a record of
such payments.
Basic obligations of the manager
[name or abbreviation of owner] must—
(a) use best endeavours to ensure that the manager's tenants, employees
and invitees or other persons lawfully on village premises comply
with the by-laws relating to the village; and
(b) if the manager is required to carry out repairs or replacements to the
common facilities and other areas under its control that are funded
from maintenance charges, promptly carry out repairs or
replacements necessary for the safety or security of residents; and
(c) obtain the resident's consent to enter the resident's premises unless in
an emergency or if a resident's safety or property is endangered,
subject to any other term that enables entry for reasonable cause on
reasonable notice; and
(d) give receipts for payments made by the resident and keep a record of
such payments.
Basic obligations of the resident
The resident must—
(a) use best endeavours to ensure that the resident's invitees or other
persons lawfully on the resident's premises comply with the by-laws
relating to the village; and
(b) respect the rights of other residents and persons in the village; and
(c) not interfere with other residents' reasonable peace, comfort and
privacy; and
(d) respect the rights of [names or abbreviations of owner and
manager], their employees and agents to work free from harassment
and intimidation; and
(e) not adversely affect the occupational health and safety of people
working in the village; and
(f) if [name or abbreviation of owner and/or manager—as applicable]
exercises a right to relocate the resident to other premises with the
consent of the resident, not withhold consent unreasonably.
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Basic rights of the resident
The resident has the right to—
(a) any payment that [name or abbreviation of owner] is liable to make
consequent on the resident leaving the village or dying, unaffected
by termination of the residence contract or the management contract,
whether for breach of contract or otherwise; and
(b) remove any fixture that the resident has added to the resident's
premises (for which there is no agreement to leave in place) at any
time before permanently vacating the premises, subject to making
good any damage caused by the removal; and
(c) [if the resident's only obligation in relation to the condition of the
resident's premises is to remedy damage and if the resident does not
share in any capital gain] not to be liable for fair wear and tear to
the resident's premises.
General
(a) These prescribed terms, and any other terms prescribed under the
Retirement Villages Act 1986 or regulations, take precedence over
any inconsistent terms of this contract or any inconsistent by-laws
relating to the village.
(b) [names or abbreviations of owner and manager] and the resident
must deal with each other in good faith.
MATTERS REQUIRED BY REGULATION 8C OF THE
RETIREMENT VILLAGES (CONTRACTUAL ARRANGEMENTS)
REGULATIONS 2006 TO BE ADDRESSED
The owner
Costs payable on entry [refer to regulation 8C(1)(b)(x)]
Costs payable during residency [refer to regulation 8C(1)(b)(xi)]
Costs payable on departure [refer to regulation 8C(1)(b)(xii)]
Owner's legal costs [refer to regulation 8C(1)(b)(ix)]
Costs of renovation or reinstatement [refer to regulation 8C(1)(b)(xvii)]
Resident's exit entitlement [refer to regulation 8C(1)(b)(xiii) and (xiv)]
Maintenance of the resident's premises [refer to regulation 8C(1)(b)(xvi)]
Village insurance [refer to regulation 8C(1)(b)(xv)]
Any restrictions relating to the resident's premises [refer to regulation
8C(1)(b)(i)–(viii)]
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The manager
Costs payable during residency [refer to regulation 8C(2)(b)(iii)]
Manager's legal costs [refer to regulation 8C(2)(b)(ii)]
Adjustments to maintenance charges [refer to regulation 8C(2)(b)(v)]
Use of maintenance charges [refer to regulation 8C(2)(b)(iv)]
The repair and maintenance procedure [refer to regulation 8C(2)(b)(vi)]
Consultation on changes to services [refer to regulation 8C(2)(b)(xiv)]
Special levies [refer regulation 8C(2)(b)(vii)]
Resident's exit entitlement [refer to regulation 8C(2)(b)(viii) and (ix)]
Village insurance [refer to regulation 8C(2)(b)(x)]
Manager's right of access to resident's premises [refer to regulation
8C(2)(b)(i)]
Other
Termination and amendment of the contract [refer to regulation
8C(1)(b)(xviii) and (xix) and (2)(b)(xi) and (xii)]
The village by-laws [refer to regulation 8C(1)(b)(xx) and (2)(b)(xiii]
OTHER TERMS—WHICH MUST NOT INCLUDE ANY TERM
PROHIBITED BY THE RETIREMENT VILLAGES ACT 1986 OR
REGULATIONS".
═══════════════
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ENDNOTES
1 Reg. 4: S.R. No. 99/2006 as amended by S.R. No. 52/2009.
Endnotes
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