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SA – Probate – CourtSA

The South Australian Probate office will be moving towards a digital filing system as of 26 November 2018.

As digital filing is mandatory as of 26 November 2018, we will be removing forms that are now required to be generated in the CourtSA Probate system on 26 November 2018.  We understand there will be additional oaths and affidavits that can be generated, scanned and uploaded to CourtSA.  We will endeavour to have those additional forms available in LEAP.  At this time, CourtSA have advised there is no integration available with any Practice Management Systems.

In the meantime, if you have any queries regarding the CourtSA digital filing system for Probate matters please contact CourtSA directly.

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SA – Sale Documents Review

As part of our continuing reviews, the following documents in the LEAP SA Sale Documents folder have now been reviewed and updated where required:

  • Form 1 – Vendors statement (section 7) (LL-SA-PR-0073);
  • Form 2 – Vendors statement (section 8) (LL-SA-PR-0105);
  • Form 3 – Certificate of legal practitioner and waiver by purchaser (LL-SA-PR-106);
  • Schedule 2 – Prescribed notice to be given to purchaser (LL-SA-PR-107).

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SA – Settlement Reconciliation

As the South Australian Settlement Statement now has the ability to also create a Settlement Reconciliation, the old Settlement Reconciliation (LL-SA-PR-0085) in LEAP has been removed.

To create a Settlement Reconciliation statement, please follow the instructions as below:

  • Ensure that your matter has been completed with all relevant data;
  • Create a Settlement Statement (LL-SA-PR-0084) and then enter all data for adjustments including any time related items, water usage, miscellaneous items, cheques etc;
  • Save your Settlement Statement;
  • Duplicate your saved Settlement Statement;
  • Rename the saved duplicate copy e.g. Settlement Reconciliation statement – Property ABC;
  • Open the renamed document that has been saved in your matter – click Update;
  • Choose Settlement Reconciliation on the Settlement Adjustment Sheet ribbon.

Your Settlement Reconciliation statement will populate all relevant data based on matter type (i.e. Sale matter will show commission etc and Purchase matter will show stamp duty etc).

Important note:  You will need to complete the relevant options in the Reconciliation section of the Cheque Item dialog. This section works independently from the Document section of the Settlement Statement Cheques dialog and therefore, the relevant Reconciliation options must be chosen in order to populate the Settlement Reconciliation.

  • SAVE your Settlement Reconciliation.

 

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SA – Conveyancing Critical Dates

The Content Team have added the following NEW critical dates scheme to Calendar & Tasks in SA Conveyancing sale and purchase matter types in LEAP:

Contract Date Pool Safety Inspection Date Purchaser Sale Exchange Date
Finance Due Date Due Diligence Expiry Date Purchaser Sale Settlement Date
Cooling Off Date Notice of Land Tax Assessment Contract Unconditional Date
Deposit Due Date FRCGW Clearance Cert Due Date Stamp Duty Due Date
Deposit Bond Expiry Date Priority Notice Expiry Date Adjustment Date
Pest Report Due Date Special Conditions 1 – 5 Due Date  Not Proceeding Date
Building Report Due Date Option Exercise Date  Settlement Date

Due to the complexity of separating the Completion/Settlement Date, there will be a further release for this in the near future.

To greatly assist your workflow, you can create “Recurring Task” templates or “Due Date Tasks” based on the critical dates entered within your matter (which integrate with Outlook).  Tasks you can set from these Dates include, for example, Order Searches, Submit Transfer, Submit Settlement Figures, Book Settlement etc.

See LEAP Communities to create Recurring Task templates across your conveyancing matters so that these are created once and used on multiple matters.

See LEAP Communities for how to create Due Date Tasks.  Within the Task created, you can also:

  • Assign a Task to other staff
  • Add/record Time/Fee Entry
  • Create and email Status Reports to staff
  • Set a Follow Up
  • Set Recurrence
  • Assign to another Matter
  • Mark Complete

Tasks created will appear in the Tasks List of the matter and will be crossed/greyed out when you mark them as Complete (to assist when running an electronic file in a paperlite office):

You will also receive ‘Task Due Notifications’ in your matter lists.  These notifications are hyperlinks, therefore you can click on them and you will be taken directly to the Task itself in the matter:

For more articles regarding Calendar & Tasks see LEAP Communities.

NOTE: If you would like the new critical dates to appear in your “existing” matters, you will need to change the matter type to a different matter type, save, and then change back again to the correct matter type to “refresh” the critical date scheme.

Provide feedback on the new critical dates here.

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SA – Magistrates Court Criminal

The South Australian Magistrates Court Criminal forms in LEAP have been reviewed and updated where required in accordance to changes made by the Court.

To cater for this change, there has been a slight change of folder structure – all current forms are now in one folder, Magistrates Court Criminal and forms have been listed alphabetically for ease of searching. At the bottom of the current forms list, there is a new subfolder, Earlier Actions (pre 5 March 2018).

To determine which forms are for current actions/actions post 5 March 2018, these forms will simply refer to the form name.

In contrast, the forms for Earlier Actions pre 5 March 2018 will contain (“earlier actions)” in the form name.

(The forms will bear the same form numbers but the content is slightly different in accordance to the updates by the South Australian Magistrates Court).

Following this review, the suite of forms within the SA Magistrates Court Criminal profile will be expanded. Feedback for any forms that are not currently in LEAP can be provided to content@leap.com.au  (please advise of form name and number in your email).

 

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FED – Service and Execution of Process

The following changes have been made to this suite of forms –

Updated –

  • Notice to defendant (LL-FED-SEPA-01)
  • Notice to witness (Section 31) (LL-FED-SEPA-02)
  • Notice to witness (Section 41) (LL-FED-SEPA-03)
  • Notice to respondent (LL-FED-SEPA-04)
  • Notice to witness (Section 59) (LL-FED-SEPA-05)
  • Notice to witness (Section 69) (LL-FED-SEPA-06)

Deleted –

  • Warrant of apprehension (LL-FED-SEPA-07)
  • Warrant of commitment (LL-FED-SEPA-08)

The forms deleted were as a result of the Service and Execution of Process Regulations 1993 being repealed.

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SA – Legal Rates

The following fees have been updated as at 1 July 2018:-

  • District – Civil fees
  • District – Criminal fees
  • Magistrates – Civil
  • Magistrates – Sheriff & Criminal
  • Supreme – Civil
  • Supreme – Probate
  • LTO fees

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SA – Mortgage

Due to the ARNECC National Mortgage taking effect, the SA Mortgage (LL-SA-LTO-0073) has now been removed.

There is a link to the online National Mortgage form on the SA Government website.

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