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since ‎15-08-2017
2 weeks ago
NancyC
NancyC Star Employee
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Latest Contributions by NancyC
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Re: Lost title application

by NancyC Star Employee in Ask the PEXA Community
‎07-08-2019 09:55 AM
2 Likes
‎07-08-2019 09:55 AM
2 Likes
Hi @allison    The list of available Help Cards can be found here including Help Cards for Residual Documents and VIC Transmission (APR). Kind regards Nancy PEXA Partner (VIC)   ... View more

Re: Application for Service of a Notice (89A TLA)

by NancyC Star Employee in Ask the PEXA Community
‎19-07-2019 02:53 PM
‎19-07-2019 02:53 PM
Hi @EmmaW  The Application would form part of what is known as Residual Documents.  Residual Documents are a large collection of infrequently lodged registry documents that previously had to be lodged in paper.  The list of VIC Residual Documents currently available in PEXA can be found here. Additional Residual Documents will be available as of Monday 22 July, the list of which can be found here under the heading "More residual documents activated".  I recommend that you review the lists to determine if your particular document can be lodged on PEXA. I hope that helps. Kind regards Nancy Chen PEXA Partner (VIC) ... View more

VIC Nominations of Title - quick links

by NancyC Star Employee in Victoria
‎20-06-2019 09:55 AM
‎20-06-2019 09:55 AM
Nomination help card download here Community articles Understanding Nominations of Title  How to create Nomination to Paper Instrument Land Use Victoria Certificates of Title and Administrative Notices Guide available on the LUV website ... View more

Re: Transfer of Mortgage

by NancyC Star Employee in Ask the PEXA Community
‎01-05-2019 04:16 PM
‎01-05-2019 04:16 PM
Hi @Lucy  Yes please see this link: https://community.pexa.com.au/t5/Help-Centre/Transfer-of-Interest-Mortgage-or-Annuity-Charge-VIC/ba-p/9226 Kind regards Nancy ... View more

Re: Understanding Nominations of Title (eCT or pap...

by NancyC Star Employee in Ask the PEXA Community
‎16-04-2019 09:53 AM
2 Likes
‎16-04-2019 09:53 AM
2 Likes
Hi @Ashlee_Cameron  Yes if you hold the title you can lodge a Nomination as CT Controller in the Transmission workspace, with the remaining tenants in common proprietors unrepresented.   In the Nomination, you can select yes or no to the question "Do you wish to retain eCT/electronic control of the title after the transaction?" If you select yes, this means the title will be issued to your firm as an eCT after registration of the Transmission. No issuing instructions can be entered into the Lodgement Instructions for the Transmission, as those instructions are already specified in the Nomination. If you select no, this means that issuing instructions for the title will need to be entered in the Lodgement Instructions for the Transmission. The title can only be issued to a party in the Transmission lodgement case. In your scenario it can only be issued to the Estate solicitors.   If you require a paper title, your options are as follows: Option 1 Select yes to retain eCT control of the title after registration of the Transmission. Following registration, you can make an application to convert the eCT to a paper title. This application is made directly with Land Use Victoria, and the form can be found here. Option 2 Select no and have the title issued to the Estates solicitors as a paper title, then make arrangements to collect the paper title from that firm.   I hope that helps. ... View more

Re: Survivorship application three proprietors - V...

by NancyC Star Employee in Ask the PEXA Community
‎27-03-2019 09:14 PM
1 like
‎27-03-2019 09:14 PM
1 like
Hi @Keila1    To confirm, you have a scenario as follows:   Proprietors on Title  Tenants in Common 4/5 share jointly held by A and B 1/5 share held by C   B has passed away. In your Survivorship workspace you only need to represent A, the surviving party from the joint proprietorship. C does not need to be represented.   Kind regards Nancy   ... View more

Re: Today's webinar about Transfers. Can you pleas...

by NancyC Star Employee in Ask the PEXA Community
‎04-12-2018 03:23 PM
1 like
‎04-12-2018 03:23 PM
1 like
Hi @scs353 We're glad to hear that you found the session informative, sorry to hear you missed some of it. A recording of the webinar will be available on Community next week so you will be able to view it at a time convenient for you. Kind regards Nancy ... View more

Re: Understanding Nominations of Title (eCT or pap...

by NancyC Star Employee in Ask the PEXA Community
‎04-12-2018 12:28 PM
‎04-12-2018 12:28 PM
Hi @TisherLiner   Great question. We would recommend that Party A lodges a Withdrawal of Nomination before transferring CT Control to Party B. There may be issues if Party A has lodged a Nomination, then attempts to transfer CT control of that title to Party B while the Nomination is in place. ... View more

Re: Are there notes from recent webinar on complet...

by NancyC Star Employee in Ask the PEXA Community
‎08-11-2018 05:12 PM
1 like
‎08-11-2018 05:12 PM
1 like
Hi @ANNMCK0001 A recording of the webinar can be accessed here. Kind regards Nancy ... View more

Re: Change of manner of holding between registered...

by NancyC Star Employee in Ask the PEXA Community
‎11-10-2018 03:52 PM
‎11-10-2018 03:52 PM
Hi @nathanyoung All proprietors on title would need to be represented if lodging the Transfer via PEXA. If one of the proprietors is unrepresented, then the Transfer cannot be lodged electronically at this time. ... View more

Re: Change of manner of holding between registered...

by NancyC Star Employee in Ask the PEXA Community
‎01-10-2018 01:21 PM
1 like
‎01-10-2018 01:21 PM
1 like
Hi @yasminb2018   There could be a number of reasons your Transfer is not progressing to Prepared status.    To progress your Transfer to Prepared status I recommend that you check the following: - have you entered in all the necessary details in the Transfer document? Re the Transferee details section please see above reply. - have you entered in all details in the Notice of Acquisition document? - are all party details entered in the Participants screen? - is there is a financial settlement date and time in the workspace? If not you will need to add a settlement date and time (see above reply on how to add this).     I hope that helps. ... View more

Re: Understanding Nominations of Title (eCT or pap...

by NancyC Star Employee in Ask the PEXA Community
‎31-08-2018 05:24 PM
‎31-08-2018 05:24 PM
Hi @PeggyAve Without knowing the details of your workspace it may have been necessary to remove the Lodgement Instructions in your scenario, or perhaps there was misunderstanding over the telephone. Our sincere apologies if you were misinformed. I understand your PEXA Direct Specialist has been in contact with you to clarify. Thank you for taking the time to post on Community. ... View more

Re: Understanding Nominations of Title (eCT or pap...

by NancyC Star Employee in Ask the PEXA Community
‎29-08-2018 06:03 PM
‎29-08-2018 06:03 PM
Hi @PeggyAve That is correct there is no need to create an additional role of CT Controller for a Transfer workspace, if you hold the paper title and you represent the proprietor on title. The Nomination should be created (and lodged) after the Transfer document has been created, within the same workspace.  Please note Lodgement Instructions are not normally removed unless you intend to delete all documents in that lodgement. I recommend that you contact your PEXA Direct Specialist if you need further clarification on the process. ... View more

Re: Understanding Nominations of Title (eCT or pap...

by NancyC Star Employee in Ask the PEXA Community
‎15-05-2018 08:50 PM
1 like
‎15-05-2018 08:50 PM
1 like
Hi @Jcawood Yes that is correct, a nomination will not be required in the scenario you described.  Kind regards Nancy ... View more

Re: Transfer between spouses

by NancyC Star Employee in Ask the PEXA Community
‎14-05-2018 07:14 PM
‎14-05-2018 07:14 PM
Hi @Express417   You might find this article about nominations helpful.   Nancy Chen PEXA Virtual Specialist ... View more

Re: Stamp Duty_Acting for an incoming proprietor t...

by NancyC Star Employee in Ask the PEXA Community
‎26-04-2018 07:06 PM
3 Likes
‎26-04-2018 07:06 PM
3 Likes
Hi @Jessica_Tran   I suggest that you clarify with the SRO as to whether duty for your transaction can be assessed via DOL. If yes then please see this guide on how to verify stamp duty. However if your transaction is subject to a SRO Duty determination (or complex determination) then your transaction will need to complete via paper as it is currently out of scope.   I hope that answers your question.   Kind regards Nancy ... View more

Re: Signing Transfer of Land

by NancyC Star Employee in Ask the PEXA Community
‎19-04-2018 05:15 PM
1 like
‎19-04-2018 05:15 PM
1 like
Hi @CDTHL     The documents need to be in Prepared status and have green "Successful" ticks in the  Document Verification Results column before you can try to sign them.   Kind regards Nancy ... View more
  • Tags:
  • before you can sign
  • how to get to prepared status

Re: Change of manner of holding between registered...

by NancyC Star Employee in Ask the PEXA Community
‎12-04-2018 09:07 PM
1 like
‎12-04-2018 09:07 PM
1 like
Hi @karenp   Yes a transfer workspace must have a financial settlement, with a proposed settlement date and time (ie lodgement date and time). Even if you have entered all the necessary information, the Transfer document will not progress from In Preparation status to Prepared status if your workspace does not have a financial settlement.    To add a financial settlement, go to the Settlement screen, click on the action cog in the Settlement Summary tab and select Set Settlement Date.   Please note you will need to enter source funds, which will be required to pay Land Registry lodgement fees, PEXA fees, and stamp duty (if applicable). ... View more

Understanding Nominations of Title (eCT or paper) ...

by NancyC Star Employee in Ask the PEXA Community
‎10-04-2018 10:52 PM
15 Likes
‎10-04-2018 10:52 PM
15 Likes
As a PEXA Direct Virtual Specialist (VIC) who helps practitioners learn how to use PEXA, I am often asked about Nominations. I hope our Victorian members find this article helpful as there seems to be some confusion in the community around this topic.   What is a Nomination? A Nomination is an Administrative Notice used to request the Registrar to deal with a title in a particular way. Specifically, nominations lodged via PEXA relate to the current title in anticipation of an upcoming lodgement. It might assist if you think of nominating as "making the title available". For more information please see the Certificates of Title and Administrative Notices Guide, available on the LUV website. When do you need to lodge a Nomination?  To help you ascertain the answer, you will need to consider these questions: What is the current format of the title - is it electronic (eCT) or paper? Will lodgement be completed via PEXA or via the paper channel? In the event the title is an eCT and lodgement is via PEXA, is the CT Controller a party to the transaction? Where the title is currently a paper title and lodgement will be completed via PEXA, then a Nomination is required. This will be lodged by the party who holds the paper title, thereby converting the paper title to an eCT and “making it available” to the lodgement case. Where the title is currently an eCT and lodgement will be completed via the paper channel, then a Nomination to Paper Instrument is required. This will be lodged by the CT Controller, who specifies details of the paper instrument in the Nomination to Paper Instrument. Note: Lodging a Nomination to Paper Instrument does not convert the eCT to a paper title, nor does it mean that the new title will be issued as a paper title.  Where the title is currently an eCT and lodgement will be completed via PEXA Scenario 1:  A Nomination is not required if the CT Controller is a party to the transaction. See Example A Scenario 2:  A Nomination is required if the CT Controller is not a party to the transaction. See Example B Example A The CT Controller is the mortgagee on title. A Discharge of Mortgage and Transfer will be lodged together in the same lodgement case via PEXA. A Nomination is not required as the mortgagee is a party to the transaction, having prepared the Discharge of Mortgage which forms part of the lodgement case. Example B The CT Controller is the mortgagee on title, and the practitioner is lodging an instrument (eg ASP or APR) via PEXA. A Nomination is required as the mortgagee is not a party to the transaction. In this scenario the practitioner will need to invite the mortgagee into the workspace as CT Controller so that it can nominate the title (or "make the title available") to the lodgement case. How do I create a Nomination? Please refer to   this guide. Note: The Nomination must be signed and lodged prior to the upcoming lodgement. Please ensure that you review the Certifications in the Nomination before lodging same. When do you need to lodge a Withdrawal of Nomination? Scenario 1: The CT Controller has lodged a Nomination to Paper Instrument in anticipation of lodgement (eg Transfer) via the paper channel. Circumstances have changed and lodgement will be completed via PEXA instead. In this scenario the CT Controller will need to lodge a Withdrawal of Nomination (followed by a Nomination if the CT Controller is not a party to the PEXA transaction). Scenario 2: The holder of a paper title has lodged a Nomination in anticipation of lodgement (eg Transfer) via PEXA. Circumstances have changed and lodgement will be completed via the paper channel instead. In this scenario the CT Controller will need to lodge a Withdrawal of Nomination, followed by a Nomination to Paper Instrument.   Scenario 3:  The holder of a paper title or CT Controller, has lodged a Nomination in anticipation of lodgement (eg Transfer) via PEXA. For one reason or another, the anticipated lodgement is deleted and recreated in the workspace. In this scenario the CT Controller will need to lodge a Withdrawal of Nomination (a new Nomination may be required to be lodged depending on your specific scenario). I hold an eCT on behalf of my client. Do I nominate to paper in PEXA if I want to convert it to a paper title? Lodging a Nomination to Paper Instrument does not convert the eCT to a paper title. If you need to convert an eCT to paper title you will need to lodge your application directly with Land Use Victoria. The application form can be found on the LUV website. Note: Where there is an upcoming lodgement to be completed via PEXA, the new title can be issued as a paper title if the appropriate selection is made in the Lodgement Instructions. What about the paper titles we hold in Deeds? For bulk conversion of paper titles to eCTs please contact Land Use Victoria to discuss. Questions? Please contact your PEXA Direct Specialist or post your question below.  ... View more
  • Tags:
  • CT Controller
  • eCT
  • nomination
  • paper title
  • VIC

Re: Change of manner of holding between registered...

by NancyC Star Employee in Ask the PEXA Community
‎10-04-2018 09:23 AM
‎10-04-2018 09:23 AM
Hi @karenp   Are you referring to the message " These addresses are required to progress the transfer to a "Prepared" status however the Transfer may be saved without this information if you wish to enter it later" which appears in the Transferee Details section? If yes you will not need to enter the addresses however please ensure that you have completed your clients ' current and future addresses in the Transferor Details section.   You will need to verify stamp duty before you can lodge the transfer (see guide here). ... View more

Re: Change of manner of holding between registered...

by NancyC Star Employee in Ask the PEXA Community
‎09-04-2018 06:26 PM
1 like
‎09-04-2018 06:26 PM
1 like
Hi @karenp   Thank you for your question. To confirm, you have a scenario where there are two proprietors on title registered as joint tenants, and you are lodging a transfer to change to tenants in common. You have opened a workspace in the role of Proprietor on Title, edited your clients' details in the Participants screen and created a Transfer in the Documents screen.    In the Transfer document, you will need to select the appropriate Tenancy type (ie Tenants in Common in this scenario) in the Tenancy Details section. You can click in the box below "Party", select one of the proprietors on title and enter their share details. You can then click green button "Add Tenant in Common", select the second  proprietor on title and  enter their share details. You will not need to enter in your clients' information again in the Transferee Details section. You can then complete the remainder of the Transfer document as usual.   I hope that answers your question.   Kind regards Nancy ... View more

PEXA Virtual Specialist visits South Gippsland, Vi...

by NancyC Star Employee in Share your Experiences
‎05-09-2017 01:58 PM
7 Likes
‎05-09-2017 01:58 PM
7 Likes
Last week I joined my colleague @KarenBarr, PEXA Direct Specialist on the road to visit a few practitioners she has been assisting in South Gippsland. Karen is an experienced member of the PEXA Direct team, and she shared many handy tips and advice with me. The trip was a great opportunity for me to gain an insight into regional practice, as I will be helping practitioners in regional areas of Victoria become PEXA experts via virtual training in my role as Virtual Specialist. We visited the offices of Oakleys White, Oakleys Legal and BRB Law. It was terrific to see practitioners recognise the benefits of using the PEXA platform. For example, they no longer have to worry about a settlement packet going missing in the post or not arriving in time for a settlement in Melbourne. A big congratulations to Oakleys White and BRB Law on graduating from the PEXA Certified program. We hope you’ll keep us updated with your successes, experiences and ideas here in Community. Find out more about the PEXA Certified Program here.  somewhere between Leongatha and Melbourne ... View more

Re: The Graduates - Oakleys White

by NancyC Star Employee in Share your Experiences
‎01-09-2017 07:02 PM
2 Likes
‎01-09-2017 07:02 PM
2 Likes
 Thanks for having me @KarenBarr. Congratulations to Oakleys White who are now PEXA Certified! ... View more
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