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Important changes to your Sale and Purchase matter types

We have made some necessary changes to your Sale and Purchase matter types for improved efficiency in your conveyancing matters.

Why?

We are continuing to work on a large project to change the functionality behind our forms to use our Word App entitled LEAP Document Manager (LDM).  This change is necessary to make our forms compatible with Word Online.

These changes are in preparation of future enhancements to our LDM versions of the Settlement Adjustment Sheets/Statement of Adjustments (SAS), with the NSW SAS LDM due for release firstly shortly.  Keep an eye on the Forms Blog for release notification.  These enhanced versions will contain a time-efficient two-way write back functionality, whereby Directions (cheques) created within the LDM will automate directly to your LEAP matter and vice versa.

The write back functionality can however only map to ONE location in your LEAP matter and that is the relevant Sale / Purchase Reconciliation table.  The Cheque Details table will therefore no longer default to any newly created matters.

Why write back to the Reconciliation table and NOT the Cheque details table?

  • To allow for future enhancements such as the SAS’s being rewritten as LDMs
  • Less duplication as Directions only need to be entered once regardless of who they are being requested from – previously you had to re-enter them in up to 3 different tabs (Cheques requested by Vendor, Cheques requested from Mortgagee, Cheques requested from Client) now you simply select from a dropdown list “Funds to be drawn by” and select the option Bank, Client, or Trust
  • Unlike the Cheque Details layout, there is no limit in the Reconciliation table to the number of Directions that can be entered, essential for simultaneous settlements
  • All Reconciliation table entries you make automate into forms and By Lawyers’ precedents, with the ability to distinguish items such as Costs & Disbursements, Stamp duty etc. This wasn’t previously possible in the Cheque Details table
  • The Reconciliation table can be used as a full Statement rather than just an adjustment sheet for apportionable items between the parties, again with the ability to distinguish which Directions are Costs & Disbursements, Stamp duty etc
  • Items such as Costs & Disbursements and Miscellaneous items in the Reconciliation table are customisable as to your preferred description/wording
  • Standard entries can be set within Recurring Matter templates i.e. fixed price conveyancing fees and disbursements

What happens for existing matters where data is entered in Cheque Details table?

  • A script has been written in 2x that will move any Directions that have been entered in the Cheque Details table to the relevant Reconciliation table
  • The script will also test if the Settlement Details table is empty. If so, it will move the Time and Venue data completed in the Cheque Details table to the Settlement Details table
  • The script will ensure you do not need to re-enter any data anywhere
  • The script will then remove the empty Cheque Details table

What will you now see?

  • Should there be instances where you have entered Directions in both the Cheque Details and Reconciliation table, Directions from the Cheque Details will be added to the Reconciliation table with an Alert to ask you to verify your entries
  • When you first open the existing Sale and Purchase matter (that had Directions entered in the Cheque details), you will receive the following Alert:

Why do you need to verify your Directions in the Reconciliation table?

  • The location of the 3 different tabs in Cheque details no longer exists (Cheques requested by Vendor, Cheques requested from Mortgagee, Cheques requested from Client)
  • Instead you enter who the Directions are being requested from through the dropdown list “Funds to be drawn by”
  • As the options in Cheque Details and Reconciliation table are not identical, we are unable to map to this dropdown list section of the Reconciliation table from data that was previously completed differently
  • Rather you must open the Direction item that has been moved and reselect the relevant option, Bank, Client or Trust.

In addition, the enhanced SAS LDM versions will contain a Direction summary including (amongst other things), the “Funds to be drawn by” list:

Important Note:

Any of your existing Recurring Matter templates using the Cheque Details table will need to be updated to the relevant Sale / Purchase Reconciliation table

 

 

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WA- Building Commission

A review of these forms has been completed and the following forms were updated:

  • Building complaint form (LL-WA-BUI-002)
  • Notice of proposed complaint (LL-WA-BUI-004)
  • Form 4 – Response to application for adjudication (LL-WA-BUI-005)

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WA – Stewart Title Insurance

Stewart Title have released a few additional documents to their suite for Western Australia.  These documents include –

  • Instruction and acknowledgement form (LL-WA-PR-130);
  • Letter to client – title insurance full letter (LL-WA-PR-129); and
  • Residential title insurance policy premium 2020 (LL-WA-PR-131).

New Brochures have also been added entitled –

  • ST alterations strata unit claim (LL-WA-PR-132)
  • ST encroachment on council land claim (LL-WA-PR-133)
  • ST fence encroachment claim (LL-WA-PR-134)
  • ST non-compliance claim (LL-WA-PR-135)
  • ST non-compliance planning restriction claim (LL-WA-PR-136)
  • ST unapproved alterations claim (LL-WA-PR-137)
  • ST unpaid infrastructure claim (LL-WA-PR-138)
  • ST vacant land unable to register title claim (LL-WA-PR-139)

These forms are now available for use by our clients in Western Australia.

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WA – Magistrates Court Civil Forms

The following forms have been updated:

  • Form 15 – Response to general procedure claim (LL-WA-MC-0011)
  • Form 15A – Response to minor case claim (LL-WA-MC-0049)
  • Form 15B – Response to counterclaim (LL-WA-MC-0050)
  • Form 15C – Response to third party claim (LL-WA-MC-0051)
  • Form 15D – Response to general procedure claim (consumer trader) (LL-WA-MC-0052)
  • Form 57 – Notice of discontinuance of claim (LL-WA-MC-0040)
  • Form 57A – Notice of discontinuance of counterclaim (LL-WA-MC-0068)
  • Form 57B – Notice of discontinuance of third party claim (LL-WA-MC-0069)

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WA – Office of State Revenue

The following forms have been updated in accordance with the Western Australian Government website:

Land Tax Forms

  • Form FLT21-Residential Exemption Application (LL-WA-OSR-057)
  • Form FLT22-Residential Exemption Application – Property owned by Executor or Administrator (Beneficiary with Right to Reside) (LL-WA-OSR-059)
  • Form FLT24A-Application for two year residential exemption (LL-WA-OSR-061)
  • Form FLT27-Residential Exemption Application – Moving from one Private Residence to Another (LL-WA-OSR-047)
  • Form FLT27A-Residential Exemption Application – Moving from one Private Residence to a Newly Constructed or Refurbished Residence (LL-WA-OSR-058)
  • Form FLT30 – Application for exemption – Land used for primary production business (LL-WA-OSR-109) NEW FORM
  • Form FLT37-Application for Charitable Exemption (LL-WA-OSR-087)
  • Form FLT38A-Exemption Application – Aged Care Facilities (LL-WA-OSR-039)

Landholder Duty Forms

  • Form FDA20-Application to lodge periodical acquisition statements (LL-WA-OSR-089)
  • Form FDA21-Family Farm Exemption (where land is used for primary production) (LL-WA-OSR-042)

Relevant Consolidation and Reconstruction Transaction Forms

  • Form FDA24-Relevant Consolidation Transaction – Exemption Application – Pre-Transaction Decision Request (LL-WA-OSR-094)
  • Form FDA25-Relevant Reconstruction Transaction – Exemption Application – Pre-Transaction Decision Request (LL-WA-OSR-095)

Transfer Duty Forms

  • Form FDA3-Concessional rate for certain residential or business property (LL-WA-OSR-091)
  • Form FDA6-Family Farm Exemption (LL-WA-OSR-043)
  • Form FDA8-First home owner rate of duty – Indian Ocean Territories (LL-WA-OSR-072)
  • Form FDA9-Application for a reduction of duty for a further first home owner grant concessional transaction (LL-WA-OSR-036)
  • Form FDA13-Spousal Exemption (Including De Facto Partners) (LL-WA-OSR-044)
  • Form FDA14-Substituted transferees (LL-WA-OSR-081)
  • Form FDA16-Application for assessment or reassessment of general condition agreement – terminated on relevant grounds (LL-WA-OSR-099)

The following forms were deleted as they are no longer available on the WA Government website:
Form FLT23A-Application for residential exemption – property owned by executor or administrator, beneficiary right to future ownership (LL-WA-OSR-060)
Form FLT29-Exemption or Concession Application – Rural Business Land (LL-WA-OSR-049)