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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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Client Authorisation – new Interactive PDF

The Client authorisation (LL-FED-GEN-046) has now been released as an Interactive PDF.  This form will work in all matter types in all States/Territories.  This form is version 5.0 and will print in accordance with the Model Participation Rules.

Interactive PDF features include:

  • easily editable within the body of the form
  • no lengthy FILLINS just one dialog window for completion which is easily UPDATED
  • form reproduction is correct as the PDF is the authority’s form version
  • save the PDF directly to your file and simply UPDATE any changes in your matter from the LEAP toolbar within the PDF

The first time you use an Interactive PDF within your LEAP matter, you will need to open the LEAP toolbar in More Tools.

Please read this article on LEAP Community for more information on how to use an Interactive PDF including opening the LEAP toolbar.

IMPORTANT: There are some specific software requirements for this form to work correctly, including:

  • LEAP Version 1.17 must be installed; and
  • Adobe Acrobat Reader DC (which is a free version) must be installed.

Provide feedback on the new Interactive PDFs here.

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WA – Conveyancing Settlement Statement Improvements

In response to client feedback we have made some significant improvements to the WA Settlement Statement.

Those improvements are as follows:

  • Added common Landgate registration fees as standard adjustment options in General Information.  These fees automatically populate from Legal Rates.  User need only enter how many they wish to add to the documents.
  • Added ELNO Fee as a standard adjustment in General Information.
  • Added ability to combine Settlement Agent and Disbursement fees as one entry in Statements, and changed these to populate from Matter Details fee estimates.
  • Depending on whether the matter is a Sale or Purchase – Settlement Agent’s Fee, Disbursement Fee and ELNO Fee are defaulted to the applicable client statement.  i.e. if it is a Sale file, defaulted to the Seller Statement.
  • Added more standard items to the Time Related Items drop down list.
  • Added the ability to adjust Water Usage either by daily average consumption or last two reading dates, including the option to use Water Tiers.
  • Reworked the Miscellaneous Adjustments layout and added commonly used pre-saved adjustments.
  • Reworded the adjustment entries to display the Seller and Buyer’s shares individually.
  • Added the name of the Incoming Mortgagee to display in the Lender’s Finance entry.
  • Added Rate of Duty type to display in the Stamp Duty entry i.e. Residential or First Home Buyer etc.
  • Fixed an issue with the balance cheque option.
  • Separated entries for cheques payable to the same payee.
  • Changed all references from Vendor/Purchaser to Seller/Buyer.

For a full explanation on how to use the new and improved Settlement Statement please refer to our the LEAP Community Matter Information Sheet – How to Complete a Settlement Statement – WA.

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WA – Conveyancing Details layout improvements

The Conveyancing details layout has been updated to provide for Residential Withholding Tax payments on both sale and purchase matter types.  The “RW payment amount” will auto-calculate, based on the completed purchase price, for all items within the drop-down list which includes:

  • Fully taxable supply
  • Margin scheme
  • 10% of GST exclusive market value

When “10% of GST exclusive market value” applies, complete the “GST exclusive amount” to enable the “RW payment amount” to auto-calculate.

Critical Date

To compliment these changes, the GST Withholding notification date has been added to Critical Dates in Calendar & Tasks for both sale and purchase matter types.  For more information on setting Critical Dates appointments and Tasks, visit LEAP Communities.

Feedback can be provided on these improvements here.

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WA OSR Form FDA22

In accordance with the WA Office of State Revenue website we have updated (and changed the name) the following form:

  • FDA22 – Landholder Acquisition Statement or Determination of Liability and Foreign Landholder Duty Declaration (LL-WA-OSR-102)
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