About juliaboyce

Thank you Jess! ... View more

Hi, with the PEXA and ATO integration for FRCGT withholding payments, does this mean it is fully integrated so that from within the workspace you can manage - payment notification being lodged, payment made and receipt from the ATO sent to vendor and purchaser?  I'm keen to understand if the payment notification form is exactly the same as the ATO online form including the declarations made by a representative lodging the form on behalf of a client?  https://www.ato.gov.au/forms/foreign-resident-capital-gains-withholding-purchaser-payment-notification-online-form-and-instructions/ Is there some further information, perhaps a video could be provided please? I'm also not sure what is means when you say: "*The ATO integration will be available post-release; with the date to be confirmed."   It is important to understand all the steps so our contracts can be drafted accordingly. Thanks   ... View more

Great, thanks for confirming.  ... View more

This is great, thank you!! I presume this tool will be kept up to date so if there are any changes to the eligibility criteria practitioners can always  rely on the simulator result?   ... View more

This is a great reminder, thank you. Is there a way the PEXA system can prompt users to periodically change their passwords? Without a reminder or prompt I doubt users will be inclined to do this.  ... View more

Hi, do you he an updated user diagram which includes the reference to the new corrective payments permission at both subscriber manager, administrator and user levels?   ... View more

Hi, keen to know if this functionality is now available or on PEXA's roadmap to develop very soon? It's an absolute must for vendors in conjunction with off the plan development using PEXA projects.  @Cory wrote: I raised this back in June this year with PEXA and the reply was "unfortunately uploading logos and patching them through to emails PEXA generates is harder than it sounds. Perhaps a future release will include it."     Most legal practitioners simply don't use the feature on the PEXA workspace due to this and just process the orders manually.   It needs to be raised by more practitioners for it to be changed.   ... View more

HI, can someone please respond to my query below? Thanks. ... View more

Hi,    I have a similar query regarding execution of the corrective payment instruction form. Item 6 of the guidelines for completion (page 1) states: "This form must be signed by a User that has Financial Signing permissions in PEXA." This could be any legal practitioner or other authorized employee who has been granted a Financial Signing permissions by a subscriber whose wet ink signature (as far as I'm aware) has never been provided or sighted by PEXA.   The additional PEXA digital certificate is executed by an authorized representative of the subscriber organization.   How do you manually verify the signature on the corrective payment instruction form is authentic?    Thanks in advance.   ... View more