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NSW – Retirement Villages new matter types

Five new matter types have been released for use in NSW for Retirement Villages under Conveyancing & Property:

For instructions on using these new matter types, please see the Information Sheet in LEAP Community.

In addition to the relevant folder shortcuts created for Verification of Identity, Settlement Documents, Land Registry Service, Revenue NSW and NCAT folders, the following new forms have been added for use in the new matter types:

  • File cover sheet – Sale of retirement village property [LL-NSW-GEN-0077]
  • File cover sheet – Purchase of retirement village property [LL-NSW-GEN-0078]
  • File cover sheet – Retirement village Lease [LL-NSW-GEN-0080]
  • File cover sheet – Retirement village Licence Agreement [LL-NSW-GEN-0079]
  • File cover sheet – Retirement village Development [LL-NSW-GEN-0081]
  • Disclosure statement [LL-NSW-PRV689]
  • General inquiry document [LL-NSW-PRV690]
  • Model rules for retirement village resident committees [LL-NSW-PRV691]
  • Notice of intention to seek termination of residence contract [LL-NSW-PRV698]
  • Proxy appointment [LL-NSW-PRV699]
  • Request to note retirement village – Form 11RN [LL-NSW-RPA-096]
  • Standard fees and charges [LL-NSW-PRV697]
  • Village contract registered interest holders, strata, community, company title scheme [LL-NSW-PRV692]
  • Village contract registered interest holders assignable registered long-term lessees [LL-NSW-PRV693]
  • Village contract registered interest holders non assignable long-term lessees [LL-NSW-PRV694]
  • Village contract non registered interest holders [LL-NSW-PRV695]
  • Village contract non registered interest holders assignable registered long-term lessees [LL-NSW-PRV696]

You can provide feedback for these new matter types, including any further new form requests, by emailing content@leap.com.au.

These matter types are currently available for New South Wales.  If you are in a different State or Territory and feel that these matter types would be of benefit to your firm, please feel free to email us at content@leap.com.au.

 

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NSW – Property forms

Following a Profile Review the following forms have been update:

  • Application for exemption – corporate consolidation transactions (LL-NSW-OSR634)
  • Application for exemption or refund – break up of domestic relationship (LL-NSW-OSR615)
  • Objection to an assessment or decision (LL-NSW-OSR593)
  • Discharge authority – St George Bank (LL-NSW-PR636)
  • Section 184 Certificate – Strata Schemes Management Act 2015 (LL-NSW-PRS494 )

The following new form has been added:

  • Acquisition Statement: Acquisitions of land use entitlements by allotment of shares or issue of shares – Form OSD 049 (LL-NSW-OSR688)

The following forms have been removed (as they are not available and cannot be updated or reviewed):

  • Application for refund – early termination of leases of land – Form ODA 027 (LL-NSW-OSR304)
  • Application for registration of a unit trust scheme – Form ODA 045 (LL-NSW-OSR312)
  • e-Conveyancing – error resolution form – Form ODA 073 (LL-NSW-OSR673)
  • Application for building certificate – Shellharbour (LL-NSW-PRP337)
  • Application for building certificate – Wollongong (LL-NSW-PRP338)
  • Bathurst council notice of sale or transfer of land (LL-NSW-PR659)
  • Goulburn Mulwaree council notice of sale or transfer of land (LL-NSW-PRP400)
  • Sydney Water Searches (LL-NSW-PRS424)
  • Water Board request (LL-NSW-PRS425)

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NSW – National Mortgage

Further updates to the NSW National Mortgage (LL-NSW-PR668) have been released following ARNECC’s Addendum to the National Mortgage to allow mortgagors to provide name change Justifications for paper and electronic lodgments.

If required, please complete the Mortgagor subsidiary layout “Name on Title” and “Reason for Difference” within your LEAP matter to fully automate into the NSW National Mortgage, as follows:

Note: this form contains lengthy coding due to the various ARNECC certification clauses required, please wait until the “LEAP Ready” status appears in the bottom left corner of the form.

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NSW – LRS forms

The following new forms have been added :

  • Conveyancing rules exemptions form 2019 (Ll-NSW-RPA095) (for lodgment post 1 July 2019)
  • Community plan lodgment checklist – Form LC-CP-01 (LL-NSW-RPA094)
  • Deposited plan lodgment checklist – Form LC-DP-02 (LL-NSW-RPA092)
  • Strata plan lodgment checklist – Form LC-SP-01 (LL-NSW-RPA093)

NOTE: the Deposited plan lodgment checklist will become mandatory on Wednesday, 1 July 2019

The following form has been updated:

  • Annexure Notice of Sale ID (LL-NSW-RPA595)

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NSW – Off the Plan matter type

A new matter type has been released for Off the Plan which is located in the Conveyancing & Property > Property > Off the Plan folder.

This matter type has been released for use by the Developer.  It is similar to the Sale matter type with the additions of Development name table and matter specific Critical Dates.

If you would like to provide feedback please do so here.

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NSW – Revenue NSW forms

The following new forms have been added:

  • Objection to an assessment or decision – first home benefits – Form OSR 027B (LL-NSW-ORS683)
  • EDR declaration of approval holder – Form ODA 074 (LL-NSW-ORS684)

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NSW – Settlement Adjustment Sheet (SAS) LL-NSW-PR642

Water usage calculations:

We have updated the water usage calculations to include the Adjustment date as the Vendor is liable for usage up to and including the Adjustment date pursuant to clause 14.1 of the Contract for Sale of Land, which states:

14.1 Normally, the vendor is entitled to the rents and profits and will be liable for all rates, water, sewerage and drainage services and usage charges, land tax, levies and all other periodic outgoings up to and including the adjustment date after which the purchaser will be entitled and liable.

Please note: there has been no alterations to the start date of the water usage calculations – LEAP has always included the date that you enter as the start date, i.e. if you enter the start date as the reading date, in our calculations within the SAS.

 

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Automation of critical dates in Lease matters

In February 2019, the following critical dates were added to Calendar and Tasks for Lease matter types after feedback was received from clients that it would be beneficial to the user in the management of Lease matters.

  • Disclosure statement
  • Lease executed
  • Lease commencement
  • Lease termination
  • Rent commencement
  • Lease registration

Three of the dates, Lease commencement, Lease termination and Lease registration were already in the Lease Details table and to avoid the user from having to enter those dates both in the Lease Details table as well as in critical dates, the three dates were automated to prefill the date fields in the Lease Details table once entered in Calendar and Tasks.

We have since received feedback from clients requesting that we remove the automation of the dates as it locks the field on the layout and the automated field can no longer be used in other matter types that do not have the same critical date scheme. We also received feedback that the automation of the dates was removing the manually entered dates from old lease matters.

As a result of the feedback received, we will be reversing the changes made in relation to the three dates, Lease commencement, Lease termination and Lease registration by:

1. Removing the date automation and reverting to manual entry of the three dates on the Lease Details table;
2. Removing the associated three dates from the critical date scheme for Lease matter types; and
3. Reverting to the old fields on the layout so that dates entered in old Lease matters are retained.

The reversal of the changes will occur on Thursday 2 May 2019.

Once the changes have been reversed, any dates entered since February 2019 in Calendar and Tasks that auto populated the fields in the Lease Details table will remain in the Lease Details table and the dates entered in old Lease matters should be unaffected if those matters haven’t been opened since February 2019.

You can continue to enter the dates in Calendar and Tasks until the date automation is removed at which time the three dates will need to be entered directly in the Lease Details table moving forward.

In the meantime, and as part of our work to make LEAP simpler and easier to use, we will continue to work on further refinements on the date automation feature to provide our clients more options.

If you would like to submit any feedback to us please do so here.

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NSW – Water Access Licence forms

Following a profile review of this suite of forms, the following forms have been updated to edition 1803 (name change from DPI Water to WaterNSW in footer):

  • Annulment of bankruptcy – Form W-04BAN (LL-NSW-WAL150)
  • Application for replacement licence certificate – Form W-12PV (LL-NSW-WAL151)
  • Bankruptcy application – Form W04BAP (LL-NSW-WAL152)
  • Caveat prohibiting the recording of dealings – Form W-08X (LL-NSW-WAL153)
  • Change of address for service of WaterNSW notices on a mortgagee or chargee – Form W-05CM (LL-NSW-WAL154)
  • Change of address for service of notices or name of caveator – Form W-08CX (LL-NSW-WAL156)
  • Change of name – Form W-010CN (LL-NSW-WAL155)
  • Charge (security interest) – Form W-06C (LL-NSW-WAL157)
  • Consent of caveator – Form W-08XC (LL-NSW-WAL158)
  • Discharge of charge (security interest) – Form W-06DC (LL-NSW-WAL159)
  • Discharge of mortgage (security interest) – Form W-05DM (LL-NSW-WAL160)
  • Memorandum – Form W-16WM (LL-NSW-WAL161)
  • Mortgage (security interest) – Form W-05M (LL-NSW-WAL163)
  • Mortgage of mortgage or charge – Form W-05SM (LL-NSW-WAL162)
  • Notice of death – Form W-02ND (LL-NSW-WAL175)
  • Postponement of mortgage – Form W-05PM (LL-NSW-WAL166)
  • Request to record action – Form W-011R (LL-NSW-WAL167)
  • Request to serve notice on caveator – Form W-08LX (LL-NSW-WAL168)
  • Surrender of term transfer – Form W-07ST (LL-NSW-WAL169)
  • Term transfer – Form W-01TT (LL-NSW-WAL170)
  • Transfer – Form W-01T (LL-NSW-WAL171)
  • Transfer of mortgage or charge – Form W-01TM (LL-NSW-WAL172)
  • Transfer severing joint tenancy – Form W-01TJ (LL-NSW-WAL174)
  • Transfer under power of sale – Form W-01TP (LL-NSW-WAL173)
  • Transmission application by a devisee, beneficiary or next-of-kin – Form W-03TA(B) (LL-NSW-WAL175)
  • Transmission application by an executor, administrator or trustee – Form W-03TA (LL-NSW-WAL176)
  • Variation of mortgage – Form W-05VM (LL-NSW-WAL177)
  • Variation of term transfer – Form W-07VT (LL-NSW-WAL178)
  • Withdrawal of caveat – Form W-08WX (LL-NSW-WAL179)