Below is a step by step guide on how to complete each of the 8 steps of the PEXA application, found at https://www.pexa.com.au/register
Step 1: Organisation Details
The subscriber manager will be the primary contact for PEXA and will receive the first free digital certificate for signing in PEXA. With this assigned role, the Subscriber Manager will have authority to transact in PEXA, create documents, add, suspend and maintain users, and monitor the overall use of your PEXA Profile. The nominated person must meet the criteria to be able to use the Digital Certificate. For example, they should be a Legal Practitioner or Licenced Conveyancer. A list of who can sign using a digital certificate in your State can be found here.
For a list of user roles in PEXA, including Subscriber manager responsibilities, please click here.
Please select your organisation type.
- Legal Practitioner
- Government Body
- Financial Institution
Note: If you are a Government Body, a Financial Institution, Property Developer or other, at the completion of step 1, you will receive a message advising that a PEXA representative will be in contact to assist with your registration. Currently, only Legal Practitioners and Conveyancers can complete the registration online.
Password must contain at least 1 uppercase character, 1 digit, 8 characters in length.
Enter the ABN for the registering Entity.
Please enter the unique Business name by which you wish to be known by in PEXA. This will also be the name other members are able to search you by in PEXA.
Please enter the registered business address (street Address).
Enter the Estimated number of Property Transactions i.e. The number of Property transactions that your entity is likely to complete in a one month period.
This may be the same as the registered business address (street Address), or may be a postal address, such as a PO Box or GPO Box.
Please refer to Additional items required to transact. See section below.
Please refer to PEXA's Privacy Collection Statement for details regarding the collection of information throughout the registration process, then click the ‘I have read and agree to PEXA’s Privacy Collection Statement’ check box.
Step 2: Contact Details
Enter the names of the authorised Signatory/ies who are legally authorised to sign the PEXA Agreement on behalf of your firm
If you are a Sole Trader, the Authorised Signatory person will be yourself. The Legal entity Name should be the Sole Trader’s name as per the ABR.
If the registering entity is a Company consisting of;
- A sole Director: The Sole Director is deemed to be the Authorised Signatory on behalf of the registering entity.
- 2 or more Directors: 2 or more Directors are deemed to be the Authorised Signatories on behalf the entity. (Please refer to your public company file for more information on Company Structure).
- Director and 1 Secretary: Both the Director and Secretary are deemed to be the Authorised Signatories on behalf of the entity. (Please refer to your public company file for more information on Company Structure).
The Legal entity name should be the registered name of the Entity as per the ABR.
A certified Partnership Deed or a Statutory Declaration from one of the partners is required,
If a Statutory Declaration is provided, it should outline the below four points.
- I am a partner of [firm name]
- The partnership consists of myself and [list names of partners]
- Any partner (or which partner) is authorised to execute PEXA documentation and enter agreements (including the PEXA Participation Agreement) on behalf of the partnership.
- The partnership carries on business under the firm name of [insert firm name].
The Legal Entity Name should be the name of the Trustee as outlined in the Trust Deed or Trust Schedule.
A Certified copy of Trust Schedule or Trust Deed is required to confirm who the trustee is.
Note: If the trustee is an individual, please follow sole trader binding rules (refer to above) if the trustee is a company, please follow the company rules (refer to above).
Verification of Identity requirement:
All Authorised Signatories binding the PEXA Agreement will need to have their identity verified in person.
PEXA must comply with the Model Operating Requirements (MOR). MOR 14.1 states that PEXA must only register a Subscriber if, among other matters, PEXA has verified the identity of the applicant in accordance with the Subscriber Identity Verification Standard which is in Schedule 7 of the Model Operating Requirements.
Who can conduct a VOI?
A VOI must be conducted during a face-to-face interview and can be completed by one of the following approved Identity Agents:-
Our Agent Service ZipID provides a "come to you service” and only takes 5-10 minutes to complete. Click here to check available ZipID serviced suburbs and to make a free appointment.
Click here to find out more about our acceptable categories for verification. Please note, it is a requirement to provide the original identity documents, certified copies will NOT be accepted.
The Financial Contact
The Financial Contact is the person who will be contacted regarding PEXA fees and charges.
The Public Contact
The Public Contact is the preferred contact person for other PEXA Members.
Step 3: Trust Account Vs PEXA Source Account
The use of a Trust Account in PEXA allows Representative Subscribers (Legal Practitioners and Licenced Conveyancers) to contribute funds to settlement on behalf of their client. Adding your Trust Account will give you added visibility of the funds available for settlement and the ability to transfer funds on the day of settlement with no delay. It is important to note PEXA does not have access to a practitioner’s trust account. Information about trust account use is published in this article. You'll find a downloadable Trust Account Information form at the bottom of this article.
Please see below for a list of available fully integrated banks
Trust Account details can be provided post-registration, however you will be unable to complete a transaction involving financial settlement in PEXA until your Trust Account is approved by your Bank to transact in PEXA.
For QLD Only:
A Queensland Law Society approval letter is required in order to utilise your Trust account in PEXA. We require a Queensland Law Society (QLS) letter stipulating approval to make EFT Payments using PEXA. This letter can be obtained from Queensland Law Society; please see attached guidelines provided by QLS at the bottom of this article.
Source Accounts are only available to practitioners who do not operate a Trust Account, or who operate a Trust Account with a non-integrated bank. It is important to note that when you transfer funds into the PEXA source account, you will need to do so 3 business days prior to settlement due to bank processing times (as this is treated like a BPAY payment). Please click here to view Frequently Asked Questions regarding the PEXA Source Account.
Note: Trust account details CANNOT be used as the Direct Debit Account.
The Direct Debit Account will be used to ‘direct debit’ Land Registry Fees and PEXA fees for transactions not involving a financial settlement, such as lodgement or withdrawal of Caveats, or fees for additional digital certificates. Currently direct debit is the only available option for fees and charges deducted by PEXA.
Who can sign the Direct Debit Form?
The account owner/s are the relevant Authorised signatories.
A Principal Practising Certificate for one of the Authorised signatories binding the PEXA Agreement is required.
Sole Trader Conveyancers:
An individual conveyancing licence, plus a mutual recognition to operate in jurisdictions outside of where the conveyancing licence is granted.
An individual conveyancing licence, plus a company conveyancing licence, plus a mutual recognition to operate in jurisdictions outside of where the conveyancing licence is granted.
Individual conveyancing licence for one of the partners, plus a mutual recognition to operate in jurisdictions outside of where the conveyancing licence is granted.
We require a certificate of Insurance for the registering entity.
WA Settlement Agents only
- If applicant is an individual, we require a triennial certificate for that individual and one certificate of currency for the individual.
- If applicant is a company, we require a triennial certificate for the company and a triennial certificate for the person endorsed on the company triennial certificate as having bona fide control. We also require one certificate of currency for the company.
- If the applicant is a partnership, we require a triennial certificate for the individual endorsed on the partnership triennial certificate as having bone fide control. We also require one certificate of currency for the partnership.
The Land Registry Financial Correspondence contact will receive financial information and queries from the relevant Land Registry/s.
The Land Registry Lodgement contact will receive all lodgement information and queries from the relevant Land Registry/s.
The Financial and Lodgement correspondence contact may be the same person, or you can nominate different people for each.
Please note the nomination of the above contacts is a business decision, and the contact is used in the same in PEXA as in the paper world.
Select whether you would like to obtain a Digital certificate (which will be free for the first subscriber manager) by clicking yes when asked ’would you like to obtain a PEXA Digital Certificate?
We require the following documents at Step 8 of your website application to be executed by the Authorised Signatory/ies (see Authorised Signatory step for more information)
These documents can be uploaded to our website.
Additional items required to pay Stamp Duty in PEXA:
To enable stamp duty assessment and payment through PEXA, you must be an Electronic Duties Return (EDR) member. For further information, please visit the NSW Electronic Duties Return website
To enable stamp duty assessment and payment through PEXA, you must be enrolled to Duties Online or registered through a Duties Online Agent
To enable stamp duty assessment and payment through PEXA, you must provide your OSR Client code (7 digit number obtained from Revenue Online) and Duty Disbursement Account
Note: Duty Disbursement Account must be a trust account
To enable stamp duty assessment and payment through PEXA, you must provide your RevenueSA Document ID - (typically an 8 digit number but can vary - obtained by logging into RevNet and selecting Maintenance > Client Details or by contacting RevNet on (08) 8207 2333 (EXT #4)) and Duty Disbursement Account
Note: Duty Disbursement Account nominated account - can be the same as what has been nominated on RevNet
To enable stamp duty assessment and payment through PEXA, you must provide your OSR Client Code (7 digit number obtained from OSR Connect) and Duty Disbursement Account (can be the same as what has been nominated on OSR Connect)
To inquire about the process of your application, or if you are unable to log back in to resume your registration, please contact firstname.lastname@example.org.
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