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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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SA – Wills POA & Advance Care Directive – Name Change

Please note the following changes for South Australian wills, powers of attorney and advance care directives:

Top level folder name change

The top level folder Wills, Power of Attorney and Guardianship is now called Wills POA & Advance Care Directive

Matter Type Changes

The matter type Power of Guardianship is now called Advance Care Directive.  The Guardian and Alternative Guardian tables have been removed, leaving the Substitute Decision Maker and Client 2 Substitute Decision Maker tables.

LEAP Forms folder name change

The LEAP Forms folder Attorney & Guardianship is now called Power of Attorney.

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SA – RevenueSA

The following RevenueSA forms have been created in LEAP:

  • Application for Stamp Duty Concession – from 22 June 2017 on the Purchase of an Off The Plan Apartment (LL-SA-RSA-001);
  • Application for Stamp Duty Concession – up to 21 June 2017 on the Purchase of an Off The Plan Apartment (LL-SA-RSA-002);
  • Application for Stamp Duty Concession on the Purchase of an Off The Plan Apartment (LL-SA-RSA-003);
  • First Home Owner Grant Application Form and Lodgement Guide (LL-SA-RSA-004);
  • First Home Owner Grant Checklist for Application (LL-SA-RSA-005);
  • First Home Owner Grant or Housing Construction Grant – Confirmation of Settlement and Lodgement for Registration (LL-SA-RSA-006);
  • Housing Construction Grant Application (LL-SA-RSA-007);
  • Pre-Construction Grant for an Off The Plan Apartment (LL-SA-RSA-008);
  • Seniors Housing Grant Application Form and Lodgement Guide (LL-SA-RSA-009).

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SA – Employment Tribunal

The South Australian Employment Tribunal (SAET) forms in LEAP have been reviewed and where necessary updated.

The following SAET form has been added to LEAP:

  • Form A40 – Application to alter rules of an association (LL-SA-WCT-0101).
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