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Practice Management

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Conveyancing and Property – ARNECC form – All States

The following form has been created for the purposes of ARNECC being a Federal based form and this form has been shortcut to the appropriate locations for each state:

  • Client authorisation [LL-FED-GEN-056]

The following forms have been replaced by the abovementioned form:

  • Client authorisation [LL-NSW-PR-638]
  • Client authorisation – 2 persons 1 card [LL-NSW-PR-638a]
  • Client authorisation [LL-VIC-PR-442]
  • Client authorisation – 2 people 1 card [LL-VIC-PR-442a]
  • Client authorisation [LL-ACT-PR-306]
  • Client authorisation – 2 persons 1 card [LL-ACT-PR-307]
  • Client authorisation [LL-NT-PR-0177]
  • Client authorisation [LL-QLD-PR-290]
  • Client authorisation [LL-WA-PR-113]
  • Client authorisation [LL-SA-PR-0088]

By having one form allows us to update any changes made by ARNECC to the forms immediately across all states.

The location of the new form can be found in Practice Management > Administration.

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FED – Centrelink forms

The following Centrelink forms have been updated:

  • Centrelink – Authority to release personal information – personal injury, insurance, superannuation or other matter (no bar code) – [LL-FED-GEN-043]

  • Centrelink – Business details – [LL-FED-GEN-050]

  • Centrelink – Claim for pandemic leave disaster payment Victoria – [LL-FED-GEN-049]

  • Centrelink – Compensation advice of lump sum payment (no bar code) – [LL-FED-GEN-024]

  • Centrelink – Freedom of Information – request to access or change document(s) – [LL-NSW-PI-0129]

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FED – Medicare forms

The following Medicare forms have been updated:

  • Medicare Australia – Request for Pharmaceutical Benefits Scheme claims information – [LL-FED-GEN-041]

  • Medicare Australia – Request for Medicare claims information – [LL-FED-GEN-042]

  • Medicare compensation recovery – Notice of judgment or settlement – [LL-FED-GEN-012]

  • Medicare compensation recovery – Notice of reimbursement arrangement – [LL-FED-GEN-013]

  • Medicare compensation recovery – Notifiable person’s electronic funds transfer details collection – [LL-FED-GEN-010]

  • Medicare compensation recovery – Third party authority form (MO021) – [LL-FED-GEN-022]

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FED – Medicare Compensation Recovery forms

The following forms have been updated:

  • Medicare Australia – Compensation Recovery Bank Account Details Collection (no bar code) – Form MO024 [LL-FED-GEN-011]
  • Medicare Australia – Request for Medicare History Statement request – Form MO026 [LL-FED-GEN-017]
  • Medicare Australia – Section 23A Statement – Form MO023 [LL-FED-GEN-018]
  • Medicare Australia – Compensation Recovery Program Third party authority (no bar code) – Form MO021 [LL-FED-GEN-022]

The forms are saved in the Federal > Administrative folder.

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FED – Centrelink

The following form has been updated:

  • Centrelink – Authority to release personal information – personal injury, insurance, superannuation or other matter (no bar code) (Form SI039) [LL-FED-GEN-043]

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Practice Management matter type

We have added the Firm table to the Client table substitutions and made it the default for all 3 matter types under Practice Management.

The Employee table has also been added as a default table to the Affairs and Administration matter types.

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FED – ATO Form Searching for lost and unclaimed super

We have added a new form to LEAP:

  • Searching for lost and unclaimed super (LL-FED-GEN-043)

This form has been coded for client.  If you would like to use this in different matter types, please use the Replace References button on the LEAP Ribbon to change Client to your preferred contact card on the matter. e.g. If you are using this form for a deceased person in your estates matter:

  1. Click Replace References on the LEAP Ribbon.
  2. On the left hand side click on Client.
  3. On the right hand side click on Deceased.
  4. Click OK.