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Bank Transfer Checklists (tips) | Help Centre

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  • Bank Transfer Checklists (tips) | Help Centre
Bank Transfer Checklists (tips) | Help Centre
Category:
  • Transfers
EmilyBilling
EmilyBilling Product Owner
Product Owner
‎08-01-2018 10:01 AM
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Please see the following banks and panel law firm checklists for completing transfers.

  • NAB - includes bank settlement phone line 
  • Westpac - includes bank settlement phone line 
  • St George
  • ANZ
  • Suncorp / FMS
  • CBA - includes bank settlement phone line
  • Bendigo Bank Limited - includes bank settlement phone line
  • CUA - includes settlement phone line
  • Galilee - includes lender contact details
  • Gadens Brisbane - includes lender contact details
  • MSA - includes lender contact details
  • Macquarie - Estate Matters 
  • Greater Bank - includes lender contact details
  • Bank of Queensland
  • Dentons
  • Tags:
  • anz
  • bank tips
  • Bendigo Bank Limited
  • CBA
  • CUA
  • Gadens as panel Solicitors for ING Bendigo Adelaide Resimac and misc lenders
  • Galilee
  • lender
  • MSA
  • nab
  • St George
  • SUNCORP-FMS
  • Transfer checklists
  • Westpac
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cstewart
cstewart Community Superuser
‎16-02-2018 09:28 AM
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This is really helpful

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JoW
JoW Star Employee
‎09-03-2018 02:58 PM
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Fantastic post! Definitely helps in understanding when to expect things in the Workspace. Can we get more FIs to contribute?

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MorganConveyancing
MorganConveyancing
‎16-05-2018 11:56 AM
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Thanks.  Can we have a post on tips to the banks from Conveyancers?


@EmilyBilling wrote:

Please see the following tips from banks on completing transfers:

  • NAB
  • Westpac
  • St George
  • ANZ
  • Suncorp / FMS
  • CBA

 

10 Likes
cstewart
cstewart Community Superuser
‎18-05-2018 07:55 AM
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This sort of information is invaluable.  Specific practical requirements from Lenders, that relate to the actual process.

 

Should be more of it !

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jgusew
jgusew Community Superuser
‎23-05-2018 04:29 PM
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 @MorganConveyancing hehe i agree. Would like to see a post from us, telling the banks the tips we would like them to follow.

 

 

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MorganConveyancing
MorganConveyancing
‎07-06-2018 08:52 PM
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The problem is that the Banks do not seem to be consistent.  

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VanessaTait
VanessaTait
‎22-06-2018 03:02 PM
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 Thanks @EmilyBilling   It is still a bit disjointed but better.

 

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MaddieT
MaddieT
‎22-06-2018 03:39 PM
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This is super helpful, thank you so much. Smiley Happy

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TJ
TJ
‎06-08-2018 04:07 PM
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Just updated CBA's checklist - great to see @regmic and the team continue to make changes to the checklist as CBA progresses in their digital transformation.

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MargaretCyster
MargaretCyster
‎10-06-2019 12:00 PM
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A great resource

Any chance you could add other Financial Institutions eg Bankwest?

Thank you 

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jackio
jackio
‎03-11-2020 05:30 PM
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A helpful tool 

However,

 

Banks used to have to provide payout figures at least 48 hours prior to settlement not by 10am on the day of settlement. This is incredibly frustrating as the principals / partners who are required to sign off on matters are not always available during the time when the banks finally load payout figures and settlement times.

All financial institutions should be able to load information at least 12 - 24 hours prior to settlement to allow timely sign offs of matters

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Kate_Camilleri
Moderator Kate_Camilleri Moderator
‎05-11-2020 05:09 PM
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Hi Jackio, 

 

Thanks for your post. As per the Transfer Guidelines, Banks are required to provide an indicative payout figure 16 business hours before settlement and a final payout figure by 10am on day of settlement. They receive weekly reporting on how wel they have aligned to this requirement. See here an earlier post by Westpac/St George on why payout figures are updated/finalised on the day of settlement. 

 

Thanks, 

 

Kate. 

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