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This release of PEXA Maintenance Release  14.0.2, will focus on a system upgrade and therefore no notes will be published.    The PEXA Exchange, PEXA Projects, PEXA Plus, PEXA Planner, PEXA APIs, MyView and Tracker Bespoke Report will be unavailable from Friday 30 July 10:00pm AEST until Saturday 31 July 11:59PM AEST while we complete planned upgrades to our systems.   As always, we're here to support you however we can – please reach out to our friendly Member Support Centre if you require assistance or have any  questions about this outage. ... View more

NOTE: Auto calculation is currently released as a pilot to select members.     Enable auto calculation in Workspaces to automatically calculate and adjust the vendor surplus amount.   The below information is relevant when the Practitioner representing the Proprietor on Title is responsible for handing vendor surplus.   Enabling auto calculation in the settings Turn on auto calculation at Subscriber level. As Subscriber Manager, navigate to Administrator Tools > Maintain Auto Calculation. For Enable auto calculation of vendor surplus, select Yes to turn on auto calculation. By default, auto calculation is set to disabled but the option to enable it will be available on all Workspaces. For Default auto calculation of vendor surplus to enabled when you are handling surplus?, select one option: Yes The default status of auto calculation of vendor surplus on all Workspaces where you are handling surplus is enabled. No The default status of auto calculation of vendor surplus is disabled. For Unsign Settlement Statement when auto calculated vendor surplus amount changes? Yes Set to Yes if you want the Settlement Statement will be unsigned if the auto calculated vendor surplus changes No The default status. If signed the Settlement Statement will remain signed if the auto calculated vendor surplus changes. Save the changes.     Setting up the auto calculation of vendor funds financial line item in the Workspace Once auto calculation of vendor surplus is enabled in the Admin Tools by the Subscriber Manager, the Practitioner in the role of the Proprietor on Title can choose to enable this feature in any Workspace. Note: the Mortgagee on Title must be in the Workspace for this feature to appear.   Generally, it’s a good idea to set up your auto calculated vendor funds financial line item after the you have confirmed the Balance due to Vendor/ Amount due on Settlement  (terminology varies with jurisdiction) with the Incoming Proprietor’s representative and you have added your adjustment line items.   Once this has been completed you should proceed with setting up your auto calculated vendor funds line item.   On the Financial Settlement Summary screen, for Vendor surplus to be directed by, select Assign to me as shown above. This indicates that you will be directing surplus funds to the vendor. For Auto calculate vendor surplus for this workspace, select Enable to enable auto calculation of vendor surplus in this Workspace. Note: This will already be enabled if you selected this as the default in the Admin Settings.  For Vendor surplus account(s) for auto calculation (pending), select Add Account to add account details for where the vendor surplus funds will be deposited. The Add Account buttons opens the Maintain Auto Calculation of Vendor Surplus screen. For Allow any amount – Selecting this option will maintain your signature as the vendor surplus amount automatically calculates. Note: if your Subscriber settings are configured to ‘always unsign’ (see point 4 in enabling auto calc section in the settings) you will unsigned if the vendor surplus changes after signing. Contact your Subscriber Manager if you need to change the Subscriber Settings. For Minimum expected vendor surplus  - select this option if you want the settlement statement to be unsigned if your automatically calculated vendor funds line item falls below the amount you enter here. Note: If the auto calculated vendor funds falls below the minimum you set and you are unsigned you will need to update your minimum or contact the lender before being able to resign. Click Save. Next, click the Add Account button to create a Vendor funds destination line item. Complete the account details. Note: if your client has provided account details via PEXA Key then you will be able to select this account. Click Save. Then click Back to get back to the Financial Settlement Summary. The section of the screen will look like this: Once the vendor funds line item set up is complete, the auto calculation status is set to ‘Pending’ and is highlighted in orange as shown below. Note: if the Mortgagee on Title has already entered a Loan payout then the vendor surplus line item will start calculating straight away  - see step 12.  The Destination line item is also orange.   12. The Vendors Funds will remain at $0.00 until: A Loan Payout figure is entered by the Mortgagee on Title A Balance due to Vendor amount is entered/confirmed by yourself and the Incoming Proprietors representative. Once these figures are in the Workspace then the auto calculation of vendor surplus is active. You will see that the Vendors funds turns green to indicate this. Destination line item   As new destination line items are entered or edited the vendor funds item will fluctuate. You can sign the settlement statement when you are ready. You remain signed depending on your settings. If you have set a minimum expected vendor surplus then you will be unsigned if the vendor funds falls below this amount. In this case you will need to update your minimum or contact the lender to update their line item before being able to resign. The main benefit of auto calculation is that if you have set your Auto Calculation of vendor surplus to ‘Allow any amount’ on the Maintain Auto Calculation of vendor surplus screen then you can sign the settlement statement and don’t have to worry about monitoring it as the vendor funds will automatically adjust if you or others Workspace Participants make last minute adjustments to destination line items. ... View more

PEXA is pleased to present  PEXA Projects 7.6.1 (PoT), scheduled for business go live 07 June   2021   PEXA Projects Release 7.6.1 UPDATE RESTRICTIVE COVENANT AND MCP DETAILS (VIC) You can now update the ‘Restrictive covenant’ and MCP Details for a Project at any time. Changes will then flow through to all workspaces in your Project. UPDATES TO SUPPLIER DETAILS To align with ATO requirements, you will now be required to provide a phone number when entering the Supplier Details. ... View more

Overview Published: 17 May 2021 Jurisdiction: QLD Additional Resources: Help Card     A Part Tenancy Transfer is used where there is a change in tenancy where at least one Proprietor on Title is remaining on title. The transacting Proprietor on Title (transferor): Is in a Tenant in Common, Joint Tenancy or Sole Proprietor ownership, and Is transferring their ownership (part or whole) to: An Incoming Proprietor currently not on title, or A Proprietor on Title who is already on title. Note: Part Tenancy Transfers in combination with other documents is currently out of scope. Transfers where a Proprietor on title will be listed on titles multiple times is currently out of scope Where a Proprietor on Title who will remain on title requires a name justification, a change of name must be completed and registered outside of PEXA prior to lodging the Part Tenancy Transfer.     Steps Follow these steps to create a standalone Part Tenancy Transfer in QLD.   Create a Workspace in the role of Proprietor on Title or Incoming Proprietor with the following settings: Financial settlement required? = Yes Will this transaction involve a Transfer? = Yes Review the Land Title. Select Add Address and enter the address for the land title. Represent the Proprietors on Title who are transferring their share of the title. This is the party who is either receiving additional share of the title of relinquishing all or part of their share of the title. From the Actions column, select Edit Party next to the party you represent. Select I represent this party and complete the remaining details for the party. Click Save. Repeat Step 3 for any other parties that you represent. Add or represent parties receiving a share of the title (transferees): If a Proprietor on Title is a transferee in this transaction, then represent them: From the Actions column, select Edit Party next to the party you represent. Select I represent this party. Complete the remaining details for the party and then click Save. Continue to edit other parties that you represent. If there is an incoming participant, then do one of the following: If you don't represent the Incoming Proprietor: Click Invite Participant and invite the representative into the Workspace. Wait for them to create and represent the Incoming Proprietor. If you represent the Incoming Proprietor, then navigate to Workspace Settings and add the role of Incoming Proprietor: Select Role Settings > Edit. Select Incoming Proprietor and then click Add Role. Click Save. Navigate to the Participants screen and select Create Party to represent the Incoming Proprietor. Create a Transfer document: Navigate to Documents > Create Document > Transfer. Complete the following fields on the Transfer screen: Part Tenancy Details Select Yes to Is a Proprietor on Title staying on the Title? Transferors Select the Proprietor on Title who is transferring their share. If there is only one Proprietor on Title, then the party's name is auto populated. Otherwise, select the proprietor from the list then click Add Transferor. For each Party, enter the share details. You may enter a part or a whole portion of the share in the Share being transferred column. Transferees Check the Tenancy Type. Under Party, select the transferee who are receiving a share. Tip: Existing Proprietors on Title have the words 'Proprietor on Title' appended to their names. If you want to add the party as a joint tenant, select Add Joint Tenant from the action cog, otherwise leave as default. If required, click Add Transferee to add more transferees. Note: Only parties who are represented are selectable in the Party drop-down list. Ensure the share distribution for all parties are correct. Transferee Details Please ensure that a Future Correspondence Address is added for the Transferee. This is required to progress the Transfer to a 'Prepared' status. Consideration Type Select a Consideration type and fill in the relevant fields. Transaction Information Complete the Transaction Information. Save the document. Edit Form 24A and Form 24B. If there is no Incoming Proprietor in the Workspace, then the Proprietor on Title completes both Forms 24A & 24B. Otherwise, the Incoming Proprietor completes Form 24A and the Proprietor on Title completes Form 24B. Enter Transfer Duty information. If there is no Incoming Proprietor in the Workspace, then the Proprietor on Title completes this step. Navigate to the Transfer Duty screen. Enter the duty information. Click Save. Refresh the Transfer Duty screen to view the OSR Transaction Number provided by QLD OSR, to locate and complete the transaction in OSR Online . View the documents: Click View for each document. Notes: Select View if no changes are required. Select Edit to update any of the details in the document. Sign the documents: From the Actions column, select Sign associated with the Transfer document. Notes: Ensure to sign the Transfer, Notice of Sale, and Lodgement Instructions. If you are representing the Proprietor on Title and Incoming Proprietor, you will need to sign the Transfer in both roles. Complete the Financial Settlement: Navigate to the Settlement screen. Add Destination and Source line items, as applicable. Select Sign > Financial Settlement Schedule. For Source Funds: From the Actions column, select Verify Funds. From the Actions column, select Authorise to authorise the Trust Account payment. Note: If you are representing both the Proprietor on Title and Incoming Proprietor, you will need to sign the Financial Settlement Schedule in both roles.   Related Topics Transfer Help Center Articles Part Tenancy Transfer (VIC) Part Tenancy Transfer (SA)     ... View more

PEXA is pleased to present PEXA Maintenance Release 14.0.1, scheduled for business go live 07 June 2021.   UPDATE: There is no expected outage during the rollout of this release.   Key Highlights Auto calculation of vendor surplus for the Proprietor on Title (IN PILOT) ATO GST Withholding (ALL) (Updated 07 June 2021) Address lookup (SA) Final tranche of Residual Documents (NSW) (Updated 07 June 2021) Display Settlement Acceptance Status on Active Dashboard (ALL) (Updated 2 June 2021 - Deferred) Ability to show or hide columns on the Active Dashboard (ALL) (Updated 2 June 2021 - Deferred)   Auto calculation of vendor surplus for the Proprietor on Title (IN PILOT) The introduction of auto calculation of vendor surplus in the Settlement Summary screen aims to alleviate re-work for the practitioner when they are responsible for handing the vendor’s surplus funds. As a practitioner, you can set up a vendor funds destination line item to automatically calculate and adjust. Turn this on and remove any rework as financial line items are added or edited at the last minute. No more final adjustments to vendor surplus amounts and re-signings - it will be done automatically for you. This is currently in pilot with a select group of members.   Learn more   (Referencing PEXA AXL-1830)   ATO GST Withholding (ALL) PEXA will roll out the new ATO GST Withholding feature to all our members on Monday July 5th.  This feature introduces Form one and Form two to the PEXA platform, making it easier for members to complete the forms and remit GST Withholding amounts within the PEXA platform. This is an optional alternative to completing GST Withholding forms on the ATO website.   Learn more   (Referencing PEXA SETT-10621)   Address lookup (SA) We’ve extended the Address Lookup service to SA to include the Party screen and select documents that require an address.   With Address Lookup, the address field automatically populates and refines as you type, allowing you to search for a valid address quickly and efficiently without having to type in the full address.   (Referencing PEXA FS-8743)   Final tranche of Residual Documents (NSW) The list of Document Types available as part of Paper Dealing has also been updated. You may be required to edit the Paper Dealing and select the appropriate Document Type required by NSW LRS to continue lodgement of this instrument Application to Record a New Registered Interest Holder (With Stamp Duty) - s46C Real Property Act 1900, s12 Trustee Act 1925 Application to Record a New Registered Interest Holder (Without Stamp Duty) - s46C Real Property Act 1900, s12 Trustee Act 1925 Application to Record a New Registered Proprietor (With Stamp Duty)- s46C Real Property Act 1900, s12 Trustee Act 1925 Application to Record a New Registered Proprietor (Without Stamp Duty) - s46C Real Property Act 1900, s12 Trustee Act 1925 Transfer and Closure of Crown Road - Real Property Act 1900, s152B Roads Act 1993 Transfer and Road Closure - Real Property Act 1900, s42 Roads Act 1993 Transfer by a Joint Tenant - s97 Real Property Act 1900 Transfer of an Estate-In-Remainder   (Referencing PEXA LS1-8367)   Display Settlement Acceptance Status on Active Dashboard (ALL) UPDATE: This feature has been deferred to a later release. We'll update the notes to let you know when it's available. We’ve added a new Settlement Acceptance Status column on the Active Dashboard so it’s easier for you to see if the settlement date and time has been accepted by all parties in the Workspace.     (Referencing PEXA FS-8806)   Ability to show or hide columns on the Active Dashboard (ALL) UPDATE: This feature has been deferred to a later release. We'll update the notes to let you know when it's available. To give you more control over what you see in PEXA, we’ve introduced the ability to show or hide columns on the Active Dashboard. You can customise this from the Dashboard via the 3-dots on any column header. Simply select the check boxes next to the columns you wish to display or deselect them next to the columns you wish to hide. We’ll retain these preferences for each time you log in to PEXA.     (Referencing PEXA FS-8892)   ... View more

PEXA is pleased to present  PEXA Projects 7.6.0 (PoT), scheduled for business go live  10 May  2021   PEXA Projects Release 7.6.0 Updating the Project Name field’s sub label (ALL) We are updating the sub label for the Project Name field with a Note that Project Name cannot be changed after creating workspaces. We do get the requests for updating the Project Name. So we are adding the note for our members that Project Name cannot be updated after creating workspaces.       Capture Supplier Details (ALL) When creating a new project, you can now enter the Supplier details. The Supplier is the entity required to report GST for the sale. This helps streamline the Supplier across all workspaces within your project.     ... View more

Published: 31 March 2021 Applicable to: Select banks and panel members     Overview Enable auto calculation in Workspaces to automatically calculate and adjust the vendor surplus amount.   The Mortgagee on Title is responsible for enabling auto calculation in Workspaces.   To set up auto calculation: Enable auto calculation in the settings. Assign vendor surplus handling responsibility. Enable auto calculation in the Workspace.   Once set up is complete, the auto calculation status is set to ‘Pending’ and the Vendors Funds will remain at $0.00 until a Loan Payout figure and Balance due to Vendor amount is entered.   Enabling auto calculation in the settings Turn on auto calculation at Subscriber level. As Subscriber Manager, navigate to Administrator Tools > Maintain Auto Calculation. For Enable auto calculation of vendor surplus, select Yes to turn on auto calculation. By default, auto calculation is set to disabled but the option to enable it will be available on all Workspaces. For Default auto calculation of vendor surplus to enabled when you are handling surplus?, select one option: Yes The default status of auto calculation of vendor surplus on all Workspaces where you are handling surplus is enabled. No The default status of auto calculation of vendor surplus is disabled. Save the changes.   Assigning vendor surplus responsibility Next specify who is responsible for handling vendor surplus.   As Subscriber Manager, navigate to Administrator Tools > Manage Subscriber Details. Scroll down to the Surplus Handling section and select one option: Allow me to handle surplus using the “Assign to me” The Mortgagee on Title selects this when they want to the option to assign surplus responsibilities to themselves in any Workspace. To assign themselves surplus responsibility, click Assign to me on the Transfer Indicators panel. Display a message to other subscribers that I do not normally handle surplus, but retain the option to “Assign to me” The Mortgagee on Title selects this when they do not normally handle surplus but want the option to override this in the Workspace. When this option is selected, a message is displayed to advise the other subscriber that the Mortgagee on Title does not normally handle surplus. However, the Mortgagee on Title can still choose to assign surplus responsibility to themselves by clicking Assign to me. I do not wish to handle surplus. Display a message to other subscribers , and remove the option to “Assign to me” The Mortgagee on Title selects this when they do not wish to handle surplus in any Workspace. Save the changes.   Enabling auto calculation in the Workspace Once auto calculation is enabled in the settings, the Mortgagee on Title can choose to enable or disable this feature in any Workspace:   On the Enhanced Settlement Summary screen, go to the Transfer Indicators panel. For Discharge Authority received by, they select Yes when the Mortgagee on Title has received the Discharge Authority, For Vendor surplus to be directed by, select Assign to me. This indicates that the Financial Institution is willing to direct surplus funds. For Auto calculate vendor surplus for this workspace, select Enable to enable auto calculation of vendor surplus in this Workspace. Note: This option is available only if you are directing vendor surplus. For Vendor surplus account(s) for auto calculation (status), select Add Account to add account details for where the vendor surplus funds will be deposited. Note: This option is available only if auto calculation is enabled. NOTES: For Subscribers who only disburse to a nominated suspense account, select the correct account from the ‘Destination account’ drop down list. For Subscribers who disburse funds directly to the Customer’s nominated account from the Discharge Authority, select ‘Customer Account’ from the ‘Destination account’ drop down list. The Amount field is not required to be entered by the Mortgagee on Title.     Related topics Auto calculation of vendor surplus         ... View more

Published: 31 March 2021   Overview If you're a bank or panel firm, you can now set your vendor surplus amount to be automatically calculated and adjusted. Turn this on and remove the rework on settlement day. No more final adjustments to vendor surplus amounts and re-signings. It will be done automatically for you. Members can benefit from the following: Enhanced experience through reduced re-work and re-signing. Improved on-time settlements for Workspaces. Reduced in-platform conversations between the Mortgagee on Title and Proprietor on Title. Automatic calculation of the vendor surplus amount (driven by the Proprietor on Title).       Activating auto calculation After auto calculation is enabled, a Balance due to Vendor and Loan Payout amount must be entered into the Workspace to activate auto calculation. Once the above two items have been entered, the auto calculation status changes from Pending to Active status. An Active state means auto calculation is activated and the Vendor’s Funds amount will be pre-populated on the Destinations tab and automatically adjusted as line items are added or updated. You can identify the status of auto calculation based on the colour of the shading.   Auto calculation statuses Pending Auto calculation is enabled but Balance due to Vendor and Loan Payout amounts have not been entered.   Note: if the balance due to vendor and loan payout have been entered but the vendor funds is calculated as $0.00 the status stays in pending. Dont worry you can still go ahead and sign and the Workspace will settle as normal.    Active Both the Balance Due to Vendor and Loan Payout amounts have been entered. A Vendor Funds line item is created and pre-populated with the auto calculated vendor surplus amount.     What auto calculation means for Mortgagees on Title If you are a bank who is responsible for directing vendor surplus, you’ll be responsible for the following tasks in the Workspace: Enabling auto calculation For the Mortgagee on Title, enabling auto calculation is a two-step process: Enabling auto calculation in the settings. Enabling auto calculation in the Workspace. Ensuring the correct vendor Account Details is entered If you’re responsible for directing surplus, you’ll also be responsible for verifying and populating the vendor’s account details. This is the account the vendor funds will be deposited to.     Entering and finalising the loan payout figure You must enter a loan payout amount (indicative or final) to activate auto calculation. You’ll also have the ability to sign off on their Settlement Schedule once the loan payout figure is finalised.   As vendor-related Destination Line Items are created in the Workspace, the Amount for the Vendor’s Funds Destination Line Item is automatically adjusted based on: The Balance Due to Vendor amount, as entered or agreed to by the Proprietor on Title, AND All destination line items that have been allocated to the Vendor’s Destination Line Items.   Note: if the balance due to vendor and loan payout have been entered but the vendor funds is calculated as $0.00 the status stays in pending. Dont worry you can still go ahead and sign and the Workspace will settle as normal.  What auto calculation means for Proprietors on Title What this means if you represent the Proprietor on Title When the Mortgagee on title has enabled the auto calculation functionality within your Workspace but they have not yet entered their loan payout then the auto calculation is set in 'pending' status. A 'pending' status is indicated by yellow shading on the Financial Settlement Summary and destination line item.   When the  Mortgagee on Title  has entered a loan payout, auto calculation becomes 'active', you see the following areas of the  Financial Settlement Summar y and destination line item are shaded green. See example below Note: if the balance due to vendor and loan payout have been entered but the vendor funds is calculated as $0.00 the status stays in pending. Dont worry you can still go ahead and sign and the Workspace will settle as normal.    Ensuring the vendor surplus amount is correct As Proprietor on Title, you’re responsible for ensuring that the vendor surplus amount is correct. You may create or update vendor line items as necessary; any vendor-related destination line item changes that impact the Vendor’s Funds amount is automatically adjusted based on the total funds available for disbursement for the Vendor.   One benefit of auto calculation is if changes are made to the Vendor's Funds amount after the Settlement Schedule has been signed off, it won’t unsign the Mortgagee on Title’s Settlement Schedule. This essentially removes the need for the bank to return to the Workspace to do additional re-work.         Related topics Setting up auto calculation       ... View more

Updated: 11 May 2021 Jurisdictions: All   Overview   Most purchasers of new residential premises or potential residential land are required to withhold an amount from the contract price for payment to the ATO.  Purchasers who are required to withhold an amount must complete and lodge GST Withholding Form one and Form two with the ATO. Form one: GST property settlement withholding notification Form two: GST property settlement date confirmation   Incoming Proprietors can now create and lodge GST Withholding Form one and Form two within the PEXA platform, rather than complete these externally on the ATO website. This enables existing PEXA Workspace details to be used to complete the GST Withholding Forms.     Steps In this section: Creating Form one & Form two  Editing Form one & Form two  Removing Form one & Form two  Lodging Form one & Form two  Confirming Form one & Form two  Settling    Prerequisites You have prepared a Transfer Workspace in your jurisdiction: Created a Workspace. Represented your clients. Created a Transfer document and: A Notice of Sale instrument (NSW only). A Notice of Acquisition instrument (VIC only).   Creating Form one and Form two Once the Workspace and required documents are created, the Incoming Proprietor can create the GST Withholding Forms: From the left navigation menu, select ATO. Click Create Form one & Form two. Tip: Alternatively, you can click the Create GST Withholding Form one & Form two link displayed in the ATO section on the Workspace Summary screen. Form one - populate ATO GST Withholding Form one: Contact details Property details – up to 10 properties can be added Transaction details Purchaser details – up to 10 purchasers can be added Supplier details – up to 10 suppliers (vendors) can be added Declaration (Form one) Form two – Would you like PEXA to lodge Form two on your behalf at settlement? Select Yes if you would like PEXA to lodge Form two automatically at settlement. Select No if you would like to manually lodge Form two on the ATO Website, outside of PEXA. Save the form. Lodge ATO GST Withholding Form one: You may lodge Form one at any time prior to settlement.  Confirm ATO GST Withholding Form one: One day prior, or on the day of settlement, a notification displays when you open the Workspace to verify whether any details on Form one has changed since lodgement, excluding the settlement date. Confirmation can also be done on the ATO menu, by clicking ‘Confirm’ on Form two. Upon settlement, the ATO GST Withholding Form two will be lodged to the ATO.   Editing Form one and Form two You can edit the details on Form one at any time prior to it being lodged within PEXA. On the ATO screen, select Edit from the Actions column next to GST Withholding Form one. Update the required details then click Save. Upon saving, a re-verification will automatically be carried out between PEXA and the ATO. PEXA will automatically refresh once information is received from the ATO and the Form status will move from Verifying to Prepared . Removing Form one and two You can remove Form one or Form two at any time prior to settlement. On the ATO screen, select Remove from the Actions column next to the GST Withholding Form you wish to remove. Note: If you chose to remove Form one, and Form two also exists, then both Forms will be removed,  as well as the auto-created GST withholding destination line item (if created). Click Yes to confirm the removal.   If Form one has already been lodged, PEXA will automatically notify the ATO. Lodging Forms one and Form two You may lodge Form one at any time prior to settlement. On the ATO screen, select Lodge from the Actions column next to GST Withholding Form one. Form one lodgement is automatically carried out between PEXA and the ATO. PEXA will refresh after information is received from the ATO, and the Form one status will move from Lodging to Lodged .   Upon successful Lodgement of Form one: If a single Proprietor On Title subscriber exists, then a destination line item for the withholding amount is automatically generated and is associated to the Proprietor On Title subscriber. This requires the Proprietor On Title to also sign off on the destination line item. Note: If there is no Proprietor On Title , or more than one  Proprietor On Title subscriber in the Workspace, the line item will  NOT be generated.   Form statuses: Form one status will move to Lodged Form two will move to Pending Confirmation Confirming Form one and Form two One day prior, or on the day of settlement, a notification displays when you open the Workspace to verify whether any details on Form one has changed since lodgement, excluding the settlement date. Select one option: Yes if changes have been made since lodgement. PEXA will automatically remove Form one & Form two and notify the ATO. A warning message displays notifying you that you must completed and lodge Form one again with the new details. No if no changes were made since lodgement. Click Confirm to finalise Form one and Form two. Confirmation can also be done via the ATO menu,  by clicking ‘Confirm’ on Form two.   Settlement Upon settlement, the ATO GST Withholding Forms will be lodged and PEXA will automatically supply the ATO with the following details: Contact details Confirmed settlement date Payment reference number (PRN) Lodgement reference number (LRN)    Form statuses: Successful lodgement If you have supplied an email in the Contact details of Form one, the ATO will send a payment confirmation once Form two is lodged and payment is processed. Unsuccessful lodgement You will receive an email from PEXA advising that Form two was unable to be lodged at the ATO. You will need to manually lodge Form two directly with the ATO.     ... 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  This release of the PEXA Maintenance Release 13.1.2 will be an infrastructure release only. There are no functional changes planned as part of this release, which is scheduled for business go live 12 April 2021.   UPDATE: Auto calculation of vendor surplus (Added 31 March 2021)   Auto calculation of vendor surplus Introduced in R13.1.1, we're progressively rolling out Auto Calculation of Vendor Surplus to selected banks and panel law firms. When this feature is enabled, your vendor surplus amount is automatically calculated and adjusted in the system. Remove the rework on settlement day - no more final adjustments to vendor surplus amounts and re-signings. It will be done automatically for you. What this means for Mortgagees on Title Mortgagees on Title can benefit from the following: Reduction in the number of conversations between the Proprietor on Title and the Mortgagee on Title Improved on-time settlements for Workspaces Automatic calculation of the vendor surplus amount (driven by the Proprietor on Title) If you're a bank or a panel law firm and want to try this functionality, ask your Subscriber Manager to enable the feature in the Administration Tools Maintain Auto Calculation menu .   Once enabled, auto calculation is automatically activated once the Proprietor on Title has either entered or agreed to the Balance Due to Vendor, and the Mortgagee on Title has entered a Loan Payout destination line item (indicative or final) in the Workspace.   When active, the Workspace displays a green shading and final adjustments to the vendor surplus amount is automatically adjusted, even as vendor-related Destination Line Items are created in the Workspace.   For more information about auto calculation click here. What this means for Proprietors on Title When the Mortgagee on title has enabled the auto calculation functionality however they have not yet entered their loan payout amount then the auto calculation is set in pending status. A pending status is indicated by yellow shading on the Financial Settlement Summary and destination line item.   When the  Mortgagee on Title  has entered the loan payout amount auto calculation is 'active', you see the following areas of the  Financial Settlement Summar y and destination line item are shaded green. See example below Fore more information about the the auto calculation function click here   (PEXA reference AXL-1549) ... View more

GST Withholding Forms one and two.   Certain purchasers of new residential premises or potential residential land are required to withhold an amount from the contract price for payment to the ATO on behalf of the supplier of the property. Purchasers who are required to withhold an amount must complete and lodge GST Withholding Form one and Form two with the ATO.    Incoming Proprietors can now create and lodge GST Withholding Form one and Form two within the PEXA platform, as an alternative to using the ATO website. This new feature allows for forms to be populated with up to 70% of details already found in the PEXA workspace, reducing time, effort, and data entry errors.   These forms are accessible to participants in the role of Incoming Proprietor and Proprietor on Title.   Note: The GST Withholding forms can be completed in PEXA only if the contract of sale is dated 1st July 2016 and later.  For sales prior to this date, please complete the ATO GST withholding forms on the ATO website.   Prerequisites You have prepared a Transfer Workspace in your jurisdiction: Created a Workspace. Represented your clients. Created a Transfer document and: A Notice of Sale instrument (NSW only). A Notice of Acquisition instrument (VIC only).   To see how PEXA members can submit the ATO GST Withholding Forms one and two, please watch this recorded video:       Creating Form one and Form two   Once the Workspace and Transfer documents are created, the Incoming Proprietor can create the GST Withholding Forms. Note: There can only be one GST Withholding Form one and Form two created per Workspace.   From the left navigation menu, select ATO. Click Create Form one & Form two. Tip: Alternatively, you can click the Create GST Withholding Form one & Form two link displayed in the ATO section on the Workspace Summary screen. Form one - populate ATO GST Withholding Form one: Contact details Property details – up to 10 properties can be added Transaction details Purchaser details – up to 10 purchasers can be added Supplier details – up to 10 suppliers (vendors) can be added Declaration (Form one) Form two – Would you like PEXA to lodge Form two on your behalf at settlement? Select Yes if you would like PEXA to lodge Form two automatically at settlement (default) Select No if you would like to manually lodge Form two on the ATO Website. Save the form. Once saved, both the Proprietor on Title or Incoming Proprietor can view the GST Withholding forms, but only the Incoming Proprietor can edit the forms. Lodge ATO GST Withholding Form one: You may lodge Form one at any time prior to settlement.  Confirm ATO GST Withholding Form one: One day prior, or on the day of settlement, a notification displays when you open the Workspace to verify whether any details on Form one has changed since lodgement, excluding the settlement date. Confirmation can also be done on the ATO menu, by clicking ‘Confirm’ on Form two. Upon settlement, the ATO GST Withholding Form two will be lodged to the ATO.   Editing Form one and Form two The Incoming Proprietor can edit the details on Form one at any time prior to it being lodged within PEXA. On the ATO screen, select Edit from the Actions column next to GST Withholding Form one. Update the required details then click Save. Upon saving, a re-verification will automatically be carried out between PEXA and the ATO. PEXA will automatically refresh once information is received from the ATO and the Form status will move from Verifying to Prepared.   Removing Form one and Form two You can remove Form one or Form two at any time prior to settlement. On the ATO screen, select Remove from the Actions column next to the GST Withholding Form you wish to remove. Form one: If you chose to remove Form one, and Form two also exists, then both Forms will be removed, as well as the auto-created GST withholding destination line item (if created). Form two: If you choose to remove only Form two, it will not remove Form one. Click Yes to confirm the removal. Once confirmed, PEXA sends an email to the ATO notifying them that the document has been removed. If Form one has already been lodged, PEXA will automatically notify the ATO.   Lodging Form one and Form two You may lodge Form one at any time prior to settlement. On the ATO screen, select Lodge from the Actions column next to GST Withholding Form one. Form one lodgement is automatically carried out between PEXA and the ATO. PEXA will refresh after information is received from the ATO, and the Form one status will move from Lodging to Lodged.   Upon successful Lodgement of Form one: If a single Proprietor On Title subscriber exists, then a destination line item for the withholding amount is automatically generated and is associated to the Proprietor On Title subscriber. This requires the Proprietor On Title to also sign off on the destination line item. Note: If there is no Proprietor On Title, or more than one Proprietor On Title subscriber in the Workspace, the line item will NOT be generated.   Form statuses: Form one status will move to Lodged Form two will move to Pending Confirmation   Confirming Form one and Form two One day prior, or on the day of settlement, a notification displays when you open the Workspace to verify whether any details on Form one has changed since lodgement, excluding the settlement date. Select one option: No if no changes were made since lodgement. Click Confirm to finalise Form one and Form two. Yes if changes have been made since lodgement. PEXA will automatically remove Form one & Form two and notify the ATO. A warning message displays notifying you that you must completed and lodge Form one again with the new details. Confirmation can also be done via the ATO menu, by clicking ‘Confirm’ on Form two.   Settlement Upon settlement, the ATO GST Withholding Forms will be lodged and PEXA will automatically supply the ATO with the following details: Contact details Confirmed settlement date Payment reference number (PRN) Lodgement reference number (LRN)    Form statuses: Successful lodgement If you have supplied an email in the Contact details of Form one, the ATO will send a payment confirmation once Form two is lodged and payment is processed. Unsuccessful lodgement You will receive an email from PEXA advising that Form two was unable to be lodged at the ATO. You will need to manually lodge Form two directly with the ATO.   Important notes:   The role to complete this form is the Incoming Proprietor only. The POT can VIEW these form(s) once completed by the IP. No other role can view this. Contract of sale date must be post 1st July 2016 to successfully complete this form. Else, use the ATO website to complete this form manually. The ATO menu will appear once the below are created for each jurisdiction: VIC / NSW   Transfer and NOA or NOS to be prepared QLD / SA / WA   Transfer only   Form one and Form two tiles within the ATO menu landing page are expandable. If errors are returned back by the ATO, these error messages will be shown in the expanded tile. From one and Form two documents are printer friendly Removal of Form one will automatically trigger an email to the ATO - meaning that PEXA members will no longer need to call the ATO. The email sent to the ATO will have the relevant details to cancel the Form. Removal of Form one will also remove Form two, if created, as well as the destination line item, if created. Removing Form two will not remove Form one. The PEXA member can lodge Form two separately at the ATO, however using PEXA for both forms is encouraged. To remove an automatically created destination line item "GST Withholding - ATO Provided", this must be done via removal of Form one. The remove button is disabled and a tooltip appears advising so. The manually created GST withholding line item has no changes made to it - it can be deleted if accidentally populated / doubled up. Only the IP can create the GST withholding forms either by the workspace summary page or by the ATO menu on the left hand side The form is smart enough to pick up details from withing the PEXA workspace, but there are some areas to manually complete. There can only be one GST withholding Form one and two created per workspace. Once form one is populated by the IP, the IP has the option to also populate form two, which will automatically lodge with the ATO when settlement executes - this is optional, yet highly recommended. Once all details are populated and saved, the forms will need to be verified and lodged at the ATO. Upon successful lodgement of Form one, an auto-created GST withholding line item will be created ONLY IF there is  (1) POT subscriber within the workspace - if there are 2 POT subscribers, or none (0) then the line item will not be created. The auto created GST line item is called "GST Withholding - ATO Provided" The auto created GST line item can only be removed via removing Form one via the ATO menu. Manually created GST Withholding line items can still be manually created and removed - no change. The GST line item can be expanded to show the Payment Reference Number (PRN) details. Both the IP and the associated subscriber (POT) will need to sign off on these funds. These funds will then be automatically to the vendor's adjustments. This is because the funds are taken away from the vendors surplus, and accounted for by the vendors adjustments. In the ATO menu, both the IP and POT are able to view the rendered documents One of the main issues with completing these forms on the ATO website was the lack of transparency in completion of these forms between members, so now the POT can view the documents at any time and not rely on the IP to send the form details via email.     The status of each of these forms are visible on the workspace summary page, as well as the ATO menu. If form two was elected to be created and lodged at settlement, the form will have two different statuses upon successful lodgement of form one. The first status is when the Form one is lodged, then the form two status = Pending Confirmation. If the settlement date is 2 or more business days away, then there is no action for Form two If the settlement date is 1 business day or closer (the day of settlement) then a pop-up modal will appear for the Incoming Proprietor, asking the user to confirm that the details of Form one are true and accurate.  The IP user can also confirm Form two via the Confirm button on the ATO menu page. This must be done PRIOR to settlement execution, otherwise Form two will not lodge and it will need to be done manually via the ATO website. The IP user will need to confirm that the details in form all accurate. This does not include the settlement date and time, this can change -  the form is smart enough to update the executed settlement date. If there are changes other than the settlement date, then the form will need to be removed and recreated with the correct details. The user can close out of this modal and confirm the details later, and this will need to be done via the ATO menu page, where a 'confirm' button will show next to the Form two tile. At settlement, the forms will only be lodged once settlement has been confirmed and successfully executed, and the form two status will update to 'lodged' within half an hour or so.         ... View more

PEXA is pleased to present  PEXA Projects 7.5.0 (PoT), scheduled for business go live  15 March  2021.   Key Highlights Streamlining GST Withholding process into PEXA Projects (ALL) Added new Bulk Upload Financials category – Land Tax (QLD)     Streamlining GST Withholding process into PEXA Projects (ALL) We’ve streamlined the ATO form 1 lodgement process so that Proprietors on Title in PEXA Project can see if ATO form 1 has been lodged in PEXA Exchange.   The new GST Withholding column (Projects > Financials) displays the following statuses for GST Withholding:   Form 1 not lodged via PEXA and no GST line item created. Form 1 not lodged via PEXA but GST line item created. Form 1 lodged via PEXA and GST line item created.     Added new Bulk Upload Financials category – Land Tax (QLD) To align with the new Land Tax category introduced in R13.1.1 PEXA Exchange, we have added a new Land Tax category to Bulk Upload Financials. PEXA members will be able to select “QLD Land Tax” in the role of Proprietor on Title. ... View more

PEXA is pleased to present PEXA Maintenance Release 13.1.1, scheduled for business go live 15 March 2021.   UPDATE: There is no expected outage during the rollout of this release.     Key Highlights Ability for Mortgagee on Title to assign surplus handling responsibility (ESS Workspaces only) New setting to indicate if transaction is a Sale or Purchase (ALL) Adjustments and Payments as the default view (ALL) Source line items are now grouped as Vendor or Purchaser line items (ALL) (Removed 24 March 2021) Other Highlights Ability to invite client to PEXA Key when creating source line item (ALL) Added new destinations payment category – Land Tax (QLD) Ability to add a Trust Name to a Frequently Represented Party (QLD) Additional Consideration Types in a Transfer (QLD) (Removed 9 March 2021) Show participant's role on Party screen (ALL) (Added 4 March2021) SA Residual Documents (SA) (Updated 15 March 2021) Updates to Residual Documents (VIC) (Added 1 March 2021) New reminder to check the lodgement order (ALL) (Added 4 March 2021) Bugfix: Road Number on Land Title screen is not mandatory (ALL, except QLD)   Ability for Mortgagee on Title to assign surplus handling responsibility (ESS Workspaces only) If you’re a Financial Institution or panel solicitor (in the role of the Mortgagee on Title only) with the   Enhanced Settlement Summary (ESS)  enabled, you now have the ability to specify if you are handling surplus or not.   By indicating this in the Subscriber settings, it helps communicate to other Workspace Participants if you handle vendor surplus.   Learn more about the ESS.   (Referencing PEXA AXL-1549)   New setting to indicate if transaction is a Sale or Purchase (ALL) We recognise that the Enhanced Settlement Summary (ESS) isn’t applicable for all PEXA transactions (like those with transfers between related parties, family law transactions, estate transfer, transmission to beneficiary or part tenancy transfers). That’s why we’ve added an option that lets you indicate whether or not the transaction is a sale or purchase. By default, members with the Enhanced Settlement Summary (ESS) enabled will have their Workspaces set to Yes.  This means the ESS calculations are enabled. See link below for details. If your transaction does not require the calculations in the ESS then go to Workspace Settings > Transaction Settings, then select No to “Is this transaction a sale or purchase”. The ESS will revert back to where the Incoming Proprietor has to manually calculate and enter the Total Funds Required to Settle (TFRS) amount into the Workspace.   Learn more about the ESS.   (Referencing PEXA AXL-2232)   Adjustments and Payments as the default view (ALL) From this release, Practitioners will notice that the Adjustments and Payments tab is now the default view on the Financial Settlement Summary screen. We’ve also taken on your feedback and moved the most important information to the top, so that’s less scrolling for you. If the Adjustments and Payments view is not for you, let your Subscriber Manager know and they can switch you back to the Destinations view.   Learn more about Adjustments and Payments.   (Referencing PEXA AXL-2278)   Source line items are grouped as vendor or purchaser line items (ALL) UPDATE: Due to some issues identified, the rollout of this feature has been postponed to R14.0.0.        (Referencing PEXA AXL-2232)   Ability to invite client to PEXA Key when creating source line item (ALL) We've streamlined the experience for our members by allowing Incoming Proprietors to invite their clients to PEXA Key by selecting Source Account > PEXA Account when creating a source line item. Note: The invitation is available only if A PEXA Key invitation has not been previously sent, and if there are multiple clients in the same Workspace, then you only need to invite one client.   Learn more about Source funds.   (Referencing PEXA FS-8135)   Added new destinations payment category – Land Tax (QLD) We are introducing a new destination line item category for payments made to the Queensland OSR. PEXA members will be able to select the category “QLD Land Tax” in the role of Incoming Proprietor, which means that the category of ‘Other (BPAY)’ is no longer required for this purpose, improving visibility across Incoming Proprietor and Proprietor on Title roles.   Learn more about Destination funds.   (Referencing PEXA SETT-10997)   Ability to add a Trust Name to a Frequently Represented Party (QLD) Proprietors on Title who are set up as a Frequently Represented Party (FRP) can now be added as a trustee. Their trust name will be shown as the ‘party capacity’ across documents in PEXA Exchange and PEXA Projects. Remember: FRP representation occurs when the Workspace is created, not when creating or editing a frequently represented party.   Learn how to set up Frequently Represented Parties.   (Referencing PEXA LCH-1183)   Show participant's role on Party screen You’ll now be able to see which role each Workspace participant is in before they’ve represented a party. This will give you better visibility of who is doing what in your Workspaces.     (Referencing PEXA LS4-7655)   SA Residual Documents (SA) PEXA will release the third batch of Residual Documents for SA. The new dealings are listed below:   CESSATION OF LIEN - CESSATION OF LIEN (WORKER'S LIENS ACT 1893) - Applicant(s) is Prescribed Person on behalf of the Proprietor(s) of an interest (Lienor failed to bring Action) CESSATION OF LIEN - CESSATION OF LIEN (WORKER'S LIENS ACT 1893) - Applicant(s) is Prescribed Person on behalf of the Proprietor(s) of an interest (pursuant to Court Order) RE-ENTRY OF LEASE - APPLICATION TO NOTE RE-ENTRY BY LESSOR PURSUANT TO SECTION 126 OF THE REAL PROPERTY ACT 1886 RE-ENTRY OF UNDERLEASE - APPLICATION TO NOTE RE-ENTRY BY UNDERLESSOR PURSUANT TO SECTION 126 OF THE REAL PROPERTY ACT 1886 DISCHARGE OF CHARGE OR COURT ORDER - CRIMINAL ASSETS CONFISCATION ACT 2005 - APPLICATION TO NOTE CESSATION OF RESTRAINING ORDER PURSUANT TO SECTION 46 OF THE CRIMINAL ASSETS CONSFISCATION ACT 2005 - Registered against a Title(s) DISCHARGE OF CHARGE OR COURT ORDER - CRIMINAL ASSETS CONFISCATION ACT 2005 - APPLICATION TO NOTE CESSATION OF RESTRAINING ORDER PURSUANT TO SECTION 46 OF THE CRIMINAL ASSETS CONSFISCATION ACT 2005 - Registered against an Interest DISCHARGE OF CHARGE OR COURT ORDER - CRIMINAL ASSETS CONFISCATION ACT 2005 - APPLICATION TO REMOVE RESTRAINING ORDER PURSUANT TO SECTION 31 OF THE CRIMINAL ASSETS CONFISCATION ACT 2005 - Registered against a Title(s) DISCHARGE OF CHARGE OR COURT ORDER - CRIMINAL ASSETS CONFISCATION ACT 2005 - APPLICATION TO REMOVE RESTRAINING ORDER PURSUANT TO SECTION 31 OF THE CRIMINAL ASSETS CONFISCATION ACT 2005 - Registered against an Interest DISCHARGE OF CHARGE OR COURT ORDER - CRIMINAL ASSETS CONFISCATION ACT 2005 - APPLICATION TO REMOVE RESTRAINING ORDER PURSUANT TO THE CRIMINAL ASSETS CONFISCATION ACT 2005 - Registered against a Title(s) DISCHARGE OF CHARGE OR COURT ORDER - CRIMINAL ASSETS CONFISCATION ACT 2005 - APPLICATION TO REMOVE RESTRAINING ORDER PURSUANT TO THE CRIMINAL ASSETS CONFISCATION ACT 2005 - Registered against an Interest DISCHARGE OF CHARGE OR COURT ORDER - FINES ENFORCEMENT AND DEBT RECOVERY ACT 2017 - APPLICATION TO CANCEL CHARGE PURSUANT TO SECTION 33 OF THE FINES ENFORCEMENT AND DEBT RECOVERY ACT 2017 - (The pecuniary sum being fully satisfied) - Registered against a Title(s) DISCHARGE OF CHARGE OR COURT ORDER - FINES ENFORCEMENT AND DEBT RECOVERY ACT 2017 - APPLICATION TO CANCEL CHARGE PURSUANT TO SECTION 33 OF THE FINES ENFORCEMENT AND DEBT RECOVERY ACT 2017 - (The pecuniary sum being fully satisfied) - Registered against an Interest DISCHARGE OF CHARGE OR COURT ORDER - FINES ENFORCEMENT AND DEBT RECOVERY ACT 2017 - APPLICATION TO CANCEL CHARGE PURSUANT TO SECTION 33 OF THE FINES ENFORCEMENT AND DEBT RECOVERY ACT 2017 - (In the circumstances of this case, that it is just to do so) - Registered against a Title(s) DISCHARGE OF CHARGE OR COURT ORDER - FINES ENFORCEMENT AND DEBT RECOVERY ACT 2017 - APPLICATION TO CANCEL CHARGE PURSUANT TO SECTION 33 OF THE FINES ENFORCEMENT AND DEBT RECOVERY ACT 2017 - (In the circumstances of this case, that it is just to do so) - Registered against an Interest DISCHARGE OF CHARGE OR COURT ORDER - LEGAL SERVICES COMMISSION ACT 1977 - APPLICATION TO REMOVE CHARGE PURSUANT TO SECTION 18A OF THE LEGAL SERVICES COMMISSION ACT 1977 - Registered against a Title(s) DISCHARGE OF CHARGE OR COURT ORDER - LEGAL SERVICES COMMISSION ACT 1977 - APPLICATION TO REMOVE CHARGE PURSUANT TO SECTION 18A OF THE LEGAL SERVICES COMMISSION ACT 1977 - Registered against an Interest DISCHARGE OF CHARGE OR COURT ORDER - PROCEEDS OF CRIME ACT 2002 - APPLICATION TO REMOVE RESTRAINING ORDER PURSUANT TO SECTIONS 29 AND 35 OF THE PROCEEDS OF CRIME ACT 2002 - Registered against a Title(s) DISCHARGE OF CHARGE OR COURT ORDER - PROCEEDS OF CRIME ACT 2002 - APPLICATION TO REMOVE RESTRAINING ORDER PURSUANT TO SECTIONS 29 AND 35 OF THE PROCEEDS OF CRIME ACT 2002 - Registered against an Interest DISCHARGE OF CHARGE OR COURT ORDER - PROCEEDS OF CRIME ACT 2002 - APPLICATION TO REMOVE RESTRAINING ORDER PURSUANT TO SECTIONS 29A AND 35 OF THE PROCEEDS OF CRIME ACT 2002 - Registered against a Title(s) DISCHARGE OF CHARGE OR COURT ORDER - PROCEEDS OF CRIME ACT 2002 - APPLICATION TO REMOVE RESTRAINING ORDER PURSUANT TO SECTIONS 29A AND 35 OF THE PROCEEDS OF CRIME ACT 2002 - Registered against an Interest DISCHARGE OF CHARGE OR COURT ORDER - PROCEEDS OF CRIME ACT 2002 - APPLICATION TO REMOVE RESTRAINING ORDER PURSUANT TO SECTIONS 35 AND 39 OF THE PROCEEDS OF CRIME ACT 2002 - Registered against a Title(s) DISCHARGE OF CHARGE OR COURT ORDER - PROCEEDS OF CRIME ACT 2002 - APPLICATION TO REMOVE RESTRAINING ORDER PURSUANT TO SECTIONS 35 AND 39 OF THE PROCEEDS OF CRIME ACT 2002 - Registered against an Interest CHARGE - DEVELOPMENT ACT 1993 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTIONS 55 AND 107 OF THE DEVELOPMENT ACT 1993 - (against all Proprietor(s) of an Interest) CHARGE - DEVELOPMENT ACT 1993 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTIONS 56 AND 107 OF THE DEVELOPMENT ACT 1993 - (against all Proprietor(s) of an Interest) CHARGE - DEVELOPMENT ACT 1993 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTIONS 69 AND 107 OF THE DEVELOPMENT ACT 1993 - (against all Proprietor(s) of an Interest) CHARGE - DEVELOPMENT ACT 1993 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTIONS 84 AND 107 OF THE DEVELOPMENT ACT 1993 - (against all Proprietor(s) of an Interest) CHARGE - DEVELOPMENT ACT 1993 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTIONS 85 AND 107 OF THE DEVELOPMENT ACT 1993 - (against all Proprietor(s) of an Interest) CHARGE - DEVELOPMENT ACT 1993 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTIONS 55 AND 107 OF THE DEVELOPMENT ACT 1993 - (against specific Proprietor(s) of an Interest) CHARGE - DEVELOPMENT ACT 1993 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTIONS 56 AND 107 OF THE DEVELOPMENT ACT 1993 - (against specific Proprietor(s) of an Interest) CHARGE - DEVELOPMENT ACT 1993 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTIONS 69 AND 107 OF THE DEVELOPMENT ACT 1993 - (against specific Proprietor(s) of an Interest) CHARGE - DEVELOPMENT ACT 1993 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTIONS 84 AND 107 OF THE DEVELOPMENT ACT 1993 - (against specific Proprietor(s) of an Interest) CHARGE - DEVELOPMENT ACT 1993 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTIONS 85 AND 107 OF THE DEVELOPMENT ACT 1993 - (against specific Proprietor(s) of an Interest) CHARGE - FINES ENFORCEMENT AND DEBT RECOVERY ACT 2017 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTION 33 OF THE FINES ENFORCEMENT AND DEBT RECOVERY ACT 2017 - (against all Registered Proprietor(s) on title) CHARGE - FINES ENFORCEMENT AND DEBT RECOVERY ACT 2017 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTION 33 OF THE FINES ENFORCEMENT AND DEBT RECOVERY ACT 2017 - (against specific Registered Proprietor(s) on title) CHARGE - FINES ENFORCEMENT AND DEBT RECOVERY ACT 2017 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTION 33 OF THE FINES ENFORCEMENT AND DEBT RECOVERY ACT 2017 - (against all Proprietor(s) of an Interest) CHARGE - FINES ENFORCEMENT AND DEBT RECOVERY ACT 2017 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTION 33 OF THE FINES ENFORCEMENT AND DEBT RECOVERY ACT 2017 - (against specific Proprietor(s) of an Interest) CHARGE - LEGAL SERVICES COMMISSION ACT 1977 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTION 18A OF THE LEGAL SERVICES COMMISSION ACT 1977 - (against all Registered Proprietor(s) on title) CHARGE - LEGAL SERVICES COMMISSION ACT 1977 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTION 18A OF THE LEGAL SERVICES COMMISSION ACT 1977 - (against specific Registered Proprietor(s) on title) CHARGE - LEGAL SERVICES COMMISSION ACT 1977 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTION 18A OF THE LEGAL SERVICES COMMISSION ACT 1977 - (against all Proprietor(s) of an Interest) CHARGE - LEGAL SERVICES COMMISSION ACT 1977 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTION 18A OF THE LEGAL SERVICES COMMISSION ACT 1977 - (against specific Proprietor(s) of an Interest) CHARGE - LOCAL GOVERNMENT ACT 1999 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTION 257 AND SCHEDULE 6 OF THE LOCAL GOVERNMENT ACT 1999 - (against all Proprietor(s) of an Interest) CHARGE - LOCAL GOVERNMENT ACT 1999 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTION 257 AND SCHEDULE 6 OF THE LOCAL GOVERNMENT ACT 1999 - (against specific Proprietor(s) of an Interest) CHARGE - SOUTH AUSTRALIAN PUBLIC HEALTH ACT 2011 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTION 93(6) OF THE SOUTH AUSTRALIAN PUBLIC HEALTH ACT 2011 AND REGULATION 5B OF THE SOUTH AUSTRALIAN PUBLIC HEALTH (GENERAL) REGULATIONS 2013 - (against all Proprietor(s) of an Interest) CHARGE - SOUTH AUSTRALIAN PUBLIC HEALTH ACT 2011 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTION 93(6) OF THE SOUTH AUSTRALIAN PUBLIC HEALTH ACT 2011 AND REGULATION 5B OF THE SOUTH AUSTRALIAN PUBLIC HEALTH (GENERAL) REGULATIONS 2013 - (against specific Proprietor(s) of an Interest) CHARGE - STAMP DUTIES ACT 1923 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTION 102C OF THE STAMP DUTIES ACT 1923 - (against all Proprietor(s) of an Interest) CHARGE - STAMP DUTIES ACT 1923 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTION 102C OF THE STAMP DUTIES ACT 1923 - (against specific Proprietor(s) of an Interest) CHARGE - LOCAL NUISANCE AND LITTER CONTROL ACT 2016 - APPLICATION TO REGISTER / NOTE CHARGE PURSUANT TO SECTION 31(7) OF THE LOCAL NUISANCE AND LITTER CONTROL ACT 2016 AND REGULATION 13 OF THE LOCAL NUISANCE AND LITTER CONTROL REGULATIONS 2017 - (against the land) COVENANT - APPLICATION TO REGISTER / NOTE COVENANT PURSUANT TO SECTION 21A OF THE SOUTH AUSTRALIAN HOUSING TRUST ACT 1995 - (Application made by the South Australian Housing Trust) COVENANT - APPLICATION TO REGISTER / NOTE COVENANT PURSUANT TO SECTION 21A OF THE SOUTH AUSTRALIAN HOUSING TRUST ACT 1995 - (Application made by the Registered Proprietor(s) on title) DISCHARGE OF COVENANT - APPLICATION TO DISCHARGE COVENANT PURSUANT TO SECTION 21A OF THE SOUTH AUSTRALIAN HOUSING TRUST ACT 1995 - Signed by the South Australian Housing Trust DISCHARGE OF COVENANT - APPLICATION TO DISCHARGE COVENANT PURSUANT TO SECTION 21A OF THE SOUTH AUSTRALIAN HOUSING TRUST ACT 1995 - Signed by the Registered Proprietor(s) on Title ORDER OF COURT - ENFORCEMENT OF JUDGMENTS ACT 1991 - APPLICATION TO REGISTER / NOTE CHARGE CREATED BY ORDER OF COURT (PURSUANT TO SECTION 8 OF THE ENFORCEMENT OF JUDGMENTS ACT 1991) - (against the Registered Proprietor(s) on title) preventing the affected proprietor(s) from dealing with their interest - Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor ORDER OF COURT - ENFORCEMENT OF JUDGMENTS ACT 1991 - APPLICATION TO REGISTER / NOTE CHARGE CREATED BY ORDER OF COURT (PURSUANT TO SECTION 8 OF THE ENFORCEMENT OF JUDGMENTS ACT 1991) - (against the Proprietor(s) of an Interest) preventing the affected proprietor(s) from dealing with their interest - Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor ORDER OF COURT - ENFORCEMENT OF JUDGMENTS ACT 1991 - APPLICATION TO REGISTER / NOTE CHARGE CREATED BY ORDER OF COURT (PURSUANT TO SECTION 8 OF THE ENFORCEMENT OF JUDGMENTS ACT 1991) - (against the Registered Proprietor(s) on title) preventing the affected proprietor(s) from dealing with their interest - Applicant(s) is the Judgment Creditor ORDER OF COURT - ENFORCEMENT OF JUDGMENTS ACT 1991 - APPLICATION TO REGISTER / NOTE CHARGE CREATED BY ORDER OF COURT (PURSUANT TO SECTION 8 OF THE ENFORCEMENT OF JUDGMENTS ACT 1991) - (against the Proprietor(s) of an Interest) preventing the affected proprietor(s) from dealing with their interest - Applicant(s) is the Judgment Creditor ORDER OF COURT - ENFORCEMENT OF JUDGMENTS ACT 1991 - APPLICATION TO REGISTER / NOTE CHARGE CREATED BY ORDER OF COURT (PURSUANT TO SECTION 8 OF THE ENFORCEMENT OF JUDGMENTS ACT 1991) - (against the Registered Proprietor(s) on title) prohibiting the affected proprietor(s) from dealing with their interest - Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor ORDER OF COURT - ENFORCEMENT OF JUDGMENTS ACT 1991 - APPLICATION TO REGISTER / NOTE CHARGE CREATED BY ORDER OF COURT (PURSUANT TO SECTION 8 OF THE ENFORCEMENT OF JUDGMENTS ACT 1991) - (against the Proprietor(s) of an Interest) prohibiting the affected proprietor(s) from dealing with their interest - Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor ORDER OF COURT - ENFORCEMENT OF JUDGMENTS ACT 1991 - APPLICATION TO REGISTER / NOTE CHARGE CREATED BY ORDER OF COURT (PURSUANT TO SECTION 8 OF THE ENFORCEMENT OF JUDGMENTS ACT 1991) - (against the Registered Proprietor(s) on title) prohibiting the affected proprietor(s) from dealing with their interest - Applicant(s) is the Judgment Creditor ORDER OF COURT - ENFORCEMENT OF JUDGMENTS ACT 1991 - APPLICATION TO REGISTER / NOTE CHARGE CREATED BY ORDER OF COURT (PURSUANT TO SECTION 8 OF THE ENFORCEMENT OF JUDGMENTS ACT 1991) - (against the Proprietor(s) of an Interest) prohibiting the affected proprietor(s) from dealing with their interest - Applicant(s) is the Judgment Creditor ORDER OF COURT - CRIMINAL ASSETS CONFISCATION ACT 2005 - APPLICATION TO REGISTER / NOTE ORDER OF COURT RESTRAINING PURSUANT TO SECTIONS 24 AND 30 OF THE CRIMINAL ASSETS CONFISCATION ACT 2005 - (against specific Registered Proprietor(s) on title) ORDER OF COURT - CRIMINAL ASSETS CONFISCATION ACT 2005 - APPLICATION TO REGISTER / NOTE ORDER OF COURT RESTRAINING PURSUANT TO SECTIONS 24 AND 30 OF THE CRIMINAL ASSETS CONFISCATION ACT 2005 - (against specific Proprietor(s) of an Interest) ORDER OF COURT - PROCEEDS OF CRIME ACT 2002 - APPLICATION TO REGISTER / NOTE ORDER OF COURT RESTRAINING PURSUANT TO SECTIONS 18 & 34 OF THE PROCEEDS OF CRIME ACT 2002 (CTH) - against a title ORDER OF COURT - PROCEEDS OF CRIME ACT 2002 - APPLICATION TO REGISTER / NOTE ORDER OF COURT RESTRAINING PURSUANT TO SECTIONS 18 & 34 OF THE PROCEEDS OF CRIME ACT 2002 (CTH) - against an interest ORDER OF COURT - MISCELLANEOUS - APPLICATION TO REGISTER / NOTE ORDER OF COURT - against a title ORDER OF COURT - MISCELLANEOUS - APPLICATION TO REGISTER / NOTE ORDER OF COURT - against an interest ORDER OF COURT - MISCELLANEOUS (RESTRAINING) - APPLICATION TO REGISTER / NOTE ORDER OF COURT RESTRAINING - against a title ORDER OF COURT - MISCELLANEOUS (RESTRAINING) - APPLICATION TO REGISTER / NOTE ORDER OF COURT RESTRAINING - against an interest WARRANT - APPLICATION TO REGISTER / NOTE WARRANT OF SALE ISSUED BY THE MAGISTRATES' COURT OF SOUTH AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against all Proprietor(s) of an Interest) - Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE WARRANT OF SALE ISSUED BY THE MAGISTRATES' COURT OF SOUTH AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against specific Proprietor(s) of an Interest) - Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE WARRANT OF SALE ISSUED BY THE MAGISTRATES' COURT OF SOUTH AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against all Proprietor(s) of an Interest) - Applicant(s) is the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE WARRANT OF SALE ISSUED BY THE MAGISTRATES' COURT OF SOUTH AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against specific Proprietor(s) of an Interest) - Applicant(s) is the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE WARRANT OF SALE ISSUED BY THE DISTRICT COURT OF SOUTH AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against all Proprietor(s) of an Interest) - Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE WARRANT OF SALE ISSUED BY THE DISTRICT COURT OF SOUTH AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against specific Proprietor(s) of an Interest) - Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE WARRANT OF SALE ISSUED BY THE DISTRICT COURT OF SOUTH AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against all Proprietor(s) of an Interest) - Applicant(s) is the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE WARRANT OF SALE ISSUED BY THE DISTRICT COURT OF SOUTH AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against specific Proprietor(s) of an Interest) - Applicant(s) is the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE WARRANT OF SALE ISSUED BY THE SUPREME COURT OF SOUTH AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against all Proprietor(s) of an Interest) - Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE WARRANT OF SALE ISSUED BY THE SUPREME COURT OF SOUTH AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against specific Proprietor(s) of an Interest) - Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE WARRANT OF SALE ISSUED BY THE SUPREME COURT OF SOUTH AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against all Proprietor(s) of an Interest) - Applicant(s) is the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE WARRANT OF SALE ISSUED BY THE SUPREME COURT OF SOUTH AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against specific Proprietor(s) of an Interest) - Applicant(s) is the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE ENFORCEMENT WARRANT ISSUED BY THE FEDERAL CIRCUIT COURT OF AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against all Proprietor(s) of an Interest) - Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE ENFORCEMENT WARRANT ISSUED BY THE FEDERAL CIRCUIT COURT OF AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against specific Proprietor(s) of an Interest) - Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE ENFORCEMENT WARRANT ISSUED BY THE FEDERAL CIRCUIT COURT OF AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against all Proprietor(s) of an Interest) - Applicant(s) is the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE ENFORCEMENT WARRANT ISSUED BY THE FEDERAL CIRCUIT COURT OF AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against specific Proprietor(s) of an Interest) - Applicant(s) is the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE ENFORCEMENT WARRANT ISSUED BY THE FAMILY COURT OF AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against all Proprietor(s) of an Interest) - Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE ENFORCEMENT WARRANT ISSUED BY THE FAMILY COURT OF AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against specific Proprietor(s) of an Interest) - Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE ENFORCEMENT WARRANT ISSUED BY THE FAMILY COURT OF AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against all Proprietor(s) of an Interest) - Applicant(s) is the Judgment Creditor WARRANT - APPLICATION TO REGISTER / NOTE ENFORCEMENT WARRANT ISSUED BY THE FAMILY COURT OF AUSTRALIA (PURSUANT TO SECTION 105 OF THE REAL PROPERTY ACT 1886) - (against specific Proprietor(s) of an Interest) - Applicant(s) is the Judgment Creditor MISCELLANEOUS DISCHARGE/REMOVAL/CANCELLATION - FOREST PROPERTY ACT 2000 - APPLICATION TO REVOKE FOREST PROPERTY AGREEMENT PURSUANT TO SECTION 11 OF THE FOREST PROPERTY ACT 2000 - by Revocation Agreement between the parties - Applicant(s) is the Interest Holder MISCELLANEOUS DISCHARGE/REMOVAL/CANCELLATION - FOREST PROPERTY ACT 2000 - APPLICATION TO REVOKE FOREST PROPERTY AGREEMENT PURSUANT TO SECTION 11 OF THE FOREST PROPERTY ACT 2000 - by Revocation Agreement between the parties - Applicant(s) is the Registered Proprietor MISCELLANEOUS DISCHARGE/REMOVAL/CANCELLATION - FOREST PROPERTY ACT 2000 - APPLICATION TO NOTE DETERMINATION OF FOREST PROPERTY AGREEMENT PURSUANT TO SECTION 11 OF THE FOREST PROPERTY ACT 2000 - in accordance with the Agreement - Applicant(s) is the Interest Holder MISCELLANEOUS DISCHARGE/REMOVAL/CANCELLATION - FOREST PROPERTY ACT 2000 - APPLICATION TO NOTE DETERMINATION OF FOREST PROPERTY AGREEMENT PURSUANT TO SECTION 11 OF THE FOREST PROPERTY ACT 2000 - in accordance with the Agreement - Applicant(s) is the Registered Proprietor MISCELLANEOUS DISCHARGE/REMOVAL/CANCELLATION - RETIREMENT VILLAGES ACT 2016 - APPLICATION TO TERMINATE ENDORSEMENT OF A RETIREMENT VILLAGE BY ORDER OF COURT PURSUANT TO SECTION 58 OF THE RETIREMENT VILLAGES ACT 2016 ORDER OF COURT (DISCHARGING AN INTEREST) - APPLICATION TO REMOVE AN INTEREST PURSUANT TO AN ORDER OF COURT - Registered against a Title(s) ORDER OF COURT (DISCHARGING AN INTEREST) - APPLICATION TO REMOVE AN INTEREST PURSUANT TO AN ORDER OF COURT - Registered against an Interest DISCHARGE OF CHARGE OR COURT ORDER - LOCAL NUISANCE AND LITTER CONTROL ACT 2016 - APPLICATION TO CANCEL CHARGE PURSUANT TO SECTION 31(7) OF THE LOCAL NUISANCE AND LITTER CONTROL ACT 2016 AND REGULATION 13 OF THE LOCAL NUISANCE AND LITTER CONTROL REGULATIONS 2017 BANKRUPTCY APPLICATION - BANKRUPTCY ACT 1966 - APPLICATION TO BE REGISTERED AS PROPRIETOR PURSUANT TO THE BANKRUPTCY ACT 1966 (Consequential on the Bankruptcy of a Registered Proprietor) - Vesting the interest of a Registered Proprietor on title in the Trustee(s) CHANGE/CORRECTION OF NAME - APPLICATION TO NOTE CHANGE/CORRECTION OF NAME - Registered Proprietor on Title applying to note a change or correction to their name on title CHANGE/CORRECTION OF NAME - APPLICATION TO NOTE CHANGE/CORRECTION OF NAME - Registered Proprietor of an Interest applying to note a change or correction to their name on title REGISTRAR-GENERAL'S CAVEAT - REGISTRAR-GENERAL'S CAVEAT - against a title(s), signed by a Statutory Authority WITHDRAWAL OF REGISTRAR-GENERAL'S CAVEAT - WITHDRAWAL OF REGISTRAR-GENERAL'S CAVEAT - Registered against a Title(s), signed by a Statutory Authority AGREEMENT - DEVELOPMENT ACT 1993 - APPLICATION TO REGISTER / NOTE AGREEMENT PURSUANT TO SECTIONS 57(1) AND 57(5) OF THE DEVELOPMENT ACT 1993 AGREEMENT - DEVELOPMENT ACT 1993 - APPLICATION TO REGISTER / NOTE AGREEMENT PURSUANT TO SECTIONS 57(2) AND 57(5) OF THE DEVELOPMENT ACT 1993 AGREEMENT - DEVELOPMENT ACT 1993 - APPLICATION TO REGISTER / NOTE AGREEMENT PURSUANT TO SECTIONS 57A(1) AND 57A(14) OF THE DEVELOPMENT ACT 1993 AGREEMENT - RECREATIONAL GREENWAYS ACT 2000 - APPLICATION TO REGISTER / NOTE AGREEMENT PURSUANT TO SECTIONS 14 AND 18 OF THE RECREATIONAL GREENWAYS ACT 2000 - Signed by the Minister AGREEMENT - RECREATIONAL GREENWAYS ACT 2000 - APPLICATION TO REGISTER / NOTE AGREEMENT PURSUANT TO SECTIONS 14 AND 18 OF THE RECREATIONAL GREENWAYS ACT 2000 - Signed by the Proprietor(s) on Title AGREEMENT - RIVER MURRAY ACT 2003 - APPLICATION TO REGISTER / NOTE AGREEMENT PURSUANT TO SECTION 18 OF THE RIVER MURRAY ACT 2003 - Signed by the Minister AGREEMENT - RIVER MURRAY ACT 2003 - APPLICATION TO REGISTER / NOTE AGREEMENT PURSUANT TO SECTION 18 OF THE RIVER MURRAY ACT 2003 - Signed by the Proprietor(s) on Title HERITAGE AGREEMENT - ABORIGINAL HERITAGE ACT 1988 - APPLICATION TO REGISTER / NOTE HERITAGE AGREEMENT PURSUANT TO SECTIONS 37A & 37C OF THE ABORIGINAL HERITAGE ACT 1988 - Signed by the Minister, the Traditional Owner (or their Representative) or Local Council HERITAGE AGREEMENT - ABORIGINAL HERITAGE ACT 1988 - APPLICATION TO REGISTER / NOTE HERITAGE AGREEMENT PURSUANT TO SECTIONS 37A & 37C OF THE ABORIGINAL HERITAGE ACT 1988 - with a commencement date and expiry date - Signed by the Minister, the Traditional Owner (or their Representative) or Local Council HERITAGE AGREEMENT - ABORIGINAL HERITAGE ACT 1988 - APPLICATION TO REGISTER / NOTE HERITAGE AGREEMENT PURSUANT TO SECTIONS 37A & 37C OF THE ABORIGINAL HERITAGE ACT 1988 - Signed by the Registered Proprietor(s) on Title HERITAGE AGREEMENT - ABORIGINAL HERITAGE ACT 1988 - APPLICATION TO REGISTER / NOTE HERITAGE AGREEMENT PURSUANT TO SECTIONS 37A & 37C OF THE ABORIGINAL HERITAGE ACT 1988 - with a commencement and expiry date - Signed by the Registered Proprietor(s) on Title HERITAGE AGREEMENT - HERITAGE PLACES ACT 1993 - APPLICATION TO REGISTER / NOTE HERITAGE AGREEMENT PURSUANT TO SECTIONS 32 & 34 OF THE HERITAGE PLACES ACT 1993 - Signed by the Minister HERITAGE AGREEMENT - HERITAGE PLACES ACT 1993 - APPLICATION TO REGISTER / NOTE HERITAGE AGREEMENT PURSUANT TO SECTIONS 32 & 34 OF THE HERITAGE PLACES ACT 1993 - with a commencement and expiry date - Signed by the Minister HERITAGE AGREEMENT - HERITAGE PLACES ACT 1993 - APPLICATION TO REGISTER / NOTE HERITAGE AGREEMENT PURSUANT TO SECTIONS 32 & 34 OF THE HERITAGE PLACES ACT 1993 - Signed by the Registered Proprietor(s) on Title HERITAGE AGREEMENT - HERITAGE PLACES ACT 1993 - APPLICATION TO REGISTER / NOTE HERITAGE AGREEMENT PURSUANT TO SECTIONS 32 & 34 OF THE HERITAGE PLACES ACT 1993 - with a commencement and expiry date - Signed by the Registered Proprietor(s) on Title HERITAGE AGREEMENT - NATIVE VEGETATION ACT 1991 - APPLICATION TO REGISTER / NOTE HERITAGE AGREEMENT PURSUANT TO SECTIONS 23(1) AND 23B OF THE NATIVE VEGETATION ACT 1991 - Signed by the Minister HERITAGE AGREEMENT - NATIVE VEGETATION ACT 1991 - APPLICATION TO REGISTER / NOTE HERITAGE AGREEMENT PURSUANT TO SECTIONS 23(1) AND 23B OF THE NATIVE VEGETATION ACT 1991 - with a commencement and expiry date - Signed by the Minister HERITAGE AGREEMENT - NATIVE VEGETATION ACT 1991 - APPLICATION TO REGISTER / NOTE HERITAGE AGREEMENT PURSUANT TO SECTIONS 23(1) AND 23B OF THE NATIVE VEGETATION ACT 1991 - Signed by the Registered Proprietor(s) on Title HERITAGE AGREEMENT - NATIVE VEGETATION ACT 1991 - APPLICATION TO NOTE REGISTER / HERITAGE AGREEMENT PURSUANT TO SECTIONS 23(1) AND 23B OF THE NATIVE VEGETATION ACT 1991 - with a commencement and expiry date - Signed by the Registered Proprietor(s) on Title GENERAL APPLICATION - NATIVE VEGETATION ACT 1991 - APPLICATION TO REGISTER / NOTE DECLARATION PURSUANT TO SECTIONS 23E & 23I OF THE NATIVE VEGETATION ACT 1991 GENERAL APPLICATION - NATIVE VEGETATION ACT 1991 - APPLICATION TO REGISTER / NOTE APPROVAL PURSUANT TO SECTIONS 23F & 23I OF THE NATIVE VEGETATION ACT 1991 GENERAL APPLICATION - NATIVE VEGETATION ACT 1991 - APPLICATION TO REGISTER / NOTE CONDITIONS PURSUANT TO SECTION 30 OF THE NATIVE VEGETATION ACT 1991 RESCIND AN AGREEMENT - DEVELOPMENT ACT 1993 - APPLICATION TO RESCIND AGREEMENT PURSUANT TO SECTION 57(8) OF THE DEVELOPMENT ACT 1993 - Signed by the Minister, Greenway Authority or Local Council RESCIND AN AGREEMENT - DEVELOPMENT ACT 1993 - APPLICATION TO RESCIND AGREEMENT PURSUANT TO SECTION 57(8) OF THE DEVELOPMENT ACT 1993 - Signed by the Proprietor(s) on Title RESCIND AN AGREEMENT - DEVELOPMENT ACT 1993 - APPLICATION TO RESCIND AGREEMENT PURSUANT TO SECTION 57A OF THE DEVELOPMENT ACT 1993 - Signed by the Minister, Council or Benefitting Party(s) RESCIND AN AGREEMENT - DEVELOPMENT ACT 1993 - APPLICATION TO RESCIND AGREEMENT PURSUANT TO SECTION 57A OF THE DEVELOPMENT ACT 1993 - Signed by the Proprietor(s) on Title RESCIND AN AGREEMENT - HOUSING IMPROVEMENT ACT 2016 - APPLICATION TO CANCEL HOUSING ASSESSMENT ORDER PURSUANT TO SECTION 16 OF THE HOUSING IMPROVEMENT ACT 2016 RESCIND AN AGREEMENT - HOUSING IMPROVEMENT ACT 2016 - APPLICATION TO CANCEL HOUSING IMPROVEMENT ORDER PURSUANT TO SECTION 16 OF THE HOUSING IMPROVEMENT ACT 2016 RESCIND AN AGREEMENT - HOUSING IMPROVEMENT ACT 2016 - APPLICATION TO CANCEL HOUSING DEMOLITION ORDER PURSUANT TO SECTION 16 OF THE HOUSING IMPROVEMENT ACT 2016 RESCIND AN AGREEMENT - RIVER MURRAY ACT 2003 - APPLICATION TO RESCIND AGREEMENT PURSUANT TO SECTION 18(8) OF THE RIVER MURRAY ACT 2003 - Signed by the Minister RESCIND AN AGREEMENT - RIVER MURRAY ACT 2003 - APPLICATION TO RESCIND AGREEMENT PURSUANT TO SECTION 18(8) OF THE RIVER MURRAY ACT 2003 - Signed by the Proprietor(s) on Title TERMINATION OF A HERITAGE/ACCESS AGREEMENT - ABORIGINAL HERITAGE ACT 1988 - APPLICATION TO NOTE AGREEMENT TERMINATING A HERITAGE AGREEMENT PURSUANT TO SECTION 37C OF THE ABORIGINAL HERITAGE ACT 1988 - Signed by the Minister TERMINATION OF A HERITAGE/ACCESS AGREEMENT - ABORIGINAL HERITAGE ACT 1988 - APPLICATION TO NOTE AGREEMENT TERMINATING A HERITAGE AGREEMENT PURSUANT TO SECTION 37C OF THE ABORIGINAL HERITAGE ACT 1988 - Signed by the Proprietor(s) on Title TERMINATION OF A HERITAGE/ACCESS AGREEMENT - HERITAGE PLACES ACT 1993 - APPLICATION TO NOTE AGREEMENT TERMINATING A HERITAGE AGREEMENT PURSUANT TO SECTION 34 OF THE HERITAGE PLACES ACT 1993 - Signed by the Minister TERMINATION OF A HERITAGE/ACCESS AGREEMENT - HERITAGE PLACES ACT 1993 - APPLICATION TO NOTE AGREEMENT TERMINATING A HERITAGE AGREEMENT PURSUANT TO SECTION 34 OF THE HERITAGE PLACES ACT 1993 - Signed by the Proprietor(s) on Title TERMINATION OF A HERITAGE/ACCESS AGREEMENT - NATIVE VEGETATION ACT 1991 - APPLICATION TO NOTE AGREEMENT TERMINATING A HERITAGE AGREEMENT PURSUANT TO SECTION 23B OF THE NATIVE VEGETATION ACT 1991 - Signed by the Minister TERMINATION OF A HERITAGE/ACCESS AGREEMENT - NATIVE VEGETATION ACT 1991 - APPLICATION TO NOTE AGREEMENT TERMINATING A HERITAGE AGREEMENT PURSUANT TO SECTION 23B OF THE NATIVE VEGETATION ACT 1991 - Signed by the Proprietor(s) on Title TERMINATION OF A HERITAGE/ACCESS AGREEMENT - RECREATIONAL GREENWAYS ACT 2000 - APPLICATION TO ABOLISH ACCESS AGREEMENT BY PROCLAMATION MADE PURSUANT TO SECTION 8 OF THE RECREATIONAL GREENWAYS ACT 2000 - Signed by the Minister TERMINATION OF A HERITAGE/ACCESS AGREEMENT - RECREATIONAL GREENWAYS ACT 2000 - APPLICATION TO ABOLISH ACCESS AGREEMENT BY PROCLAMATION MADE PURSUANT TO SECTION 8 OF THE RECREATIONAL GREENWAYS ACT 2000 - Signed by the Proprietor(s) on Title   Learn more about Residual documents. See the full list of Residual documents.       (Referencing PEXA LS1-7572)   Updates to Residual Documents (VIC) We’ve aligned the "Replace Lost or Destroyed Certificate of Title" instrument with the Land VIC Guide to Residual Documents to allow for entry of optional additional information.     (Referencing PEXA FS-8560)   New reminder to check the lodgement order When editing the lodgement instructions where there is a residual document (in conjunction with other documents), you’ll notice a new notification banner reminding you to check the lodgement order. Ensuring that documents are lodged in the correct sequence minimises lodgement errors.     (Referencing PEXA)   Bugfix: Road Number on Land Title screen is not mandatory (ALL, except QLD) When entering an address on the Land Title screen, if you’ve entered a Unit Number or Lot Number then the Road Number field is no longer mandatory.     (Referencing PEXA FS-8560)   ... View more

Last updated: 19 January 2021 Jurisdiction: WA     Overview   If a joint tenant is deceased and there is at least one surviving tenant, then the surviving joint tenant(s) can make an application to the Land Registry to have the deceased’s name removed, so that only the surviving proprietor’s name is on the Title. In WA, a Survivorship: Can be processed for Joint Tenant Title, Can be processed for Tenants in Common Titles that have Joint Tenants groups, All surviving Joint Tenants must be represented in the Survivorship. A Survivorship can be lodged as a standalone, or in combination with any of the following document types supported in PEXA: Discharge of Mortgage Withdrawal of Caveat Mortgage Transfer Evidence Requirements When lodging a WA Survivorship in PEXA, you are required to upload evidentiary material. You may select more than one evidence and for each evidence that you select, you must upload and attach supporting documents. PEXA accepts the following evidence types: Death Certificate Coroner’s Report Grant of Probate Letters of Administration Other Note: If selecting the evidence type of Other, you must also upload and attach a Statutory Declaration. Steps   Create the Workspace in the role of Proprietor on Title with the following settings: Financial Settlement = No Check that the details returned from the Land Registry are correct: The tenancy type is Joint Tenants or Tenants in Common with a Joint Tenancy group. Mark the Proprietor as deceased: Navigate to the Participants screen. Select Edit Party next to the deceased party. Select The Proprietor is Deceased. In the Details of Death section, click Add Details of Death and enter the date of death: Approximate date, Actual date, Date range, or Date description. Click Confirm. Save the changes. The Proprietor now appears as deceased on the Participants screen. Repeat Step 3 for all deceased Proprietors. Represent the surviving tenant: On the Participants screen, select Edit Party next to the surviving party. Select I Represent this Party. Check that the Party Details are correct, and provide information where required: Name Date of Birth Preferred contact phone number Address Details Select Save  The Proprietor is now shown as represented on the Participants screen. Repeat Step 4 until all surviving Proprietors are represented. Create the Survivorship document: Note: You can add multiple deceased parties to a single Survivorship in WA. Navigate to the Documents screen and then select Create Document > Survivorship. Some details on this form are pre-populated from the information you entered on the Participants screen. Check the Land Title. If there is a single title then title will be automatically populated. Otherwise, select the correct title from the list. Under Deceased Proprietor Details, check that the deceased party is correctly listed and the following details are correct and entered: Details of Death. Evidence Type: To add an evidence, select an  Evidence Type then enter the Evident Document Reference ID and Evidence Date. You may add more than one evidence type for each deceased party by clicking Add Evidence. Address: Either select an address from the drop-down or add a new one by clicking +. Check that the Applicant Details are correct and an address is entered.  All surviving tenants are required to be represented (in Step 4) and their details will be listed here. Save the document. The Document Status will be Prepared - awaiting attachment and won't move to Prepared until you upload and attach the evidence files. Upload and attach the evidence: Each evidence must have a corresponding file attached to it.  Navigate to the Files screen. Upload your file: Click Upload then Browse for your file. For File Description, select a file type under Land Registry Attachment Files that corresponds with your evidence type. Note: If you have selected an evidence type of ‘Other’ then you must: Select Land Registry Attachment Files > Other as the File Description Additionally, upload and attach a Statutory Declaration.  Click Upload. Attach your file: From the Action column, select Attach.  Select the Survivorship document.  Click Attach.  The Document Status should be Prepared.  View, Sign and Lodge the Survivorship: Note: The document status related to the Survivorship must be Prepared and Successful before you can sign the documents. If you have more than one Survivorship in the Workspace, ensure to check the order of lodgement. On the Document screen, select the View against the Survivorship(s) and review the details. On the Document screen, select the Sign against the Lodgement Instructions. Select the checkboxes for Lodgement Instructions and Survivorship(s) for all deceased Proprietors. Click Sign Documents. The documents will be verified with the Land Registry and once they are successfully verified and signed, you can go ahead and lodge the documents. Select Submit for Lodgement to lodge the documents with the Land Registry.    Related topics Transfer articles     ... View more

PEXA is pleased to present PEXA Maintenance Release 13.1.0, scheduled for business go live 08 February 2021.   UPDATE: There is no expected outage during the rollout of this release.     Key Highlights New ATO GST Withholding forms (Pilot) (Updated 11 March 2021) Lease Reform (NSW) (Updated 25 January 2021) Clients notified of bank account detail changes from PEXA Key request (ALL) (Updated 21 January 2021)   Other Highlights Improved visibility on the status of PEXA Key client’s funds (ALL) (Updated 21 January 2021 Extended address lookup to VIC and NSW (VIC & NSW) Additional Consideration Types in a Transfer (QLD) (Removed 01 February 2021) Updates to Form 24B (QLD) New option to select from when withdrawing from a Workspace (ALL) Option to restrict Incoming Proprietors’ ability to change the Settlement Date (PoT) Restriction of Incoming Proprietors’ Ability to Edit a QLD Transfer (PoT) (Updated 08 February 2021) Ability to Add a Trust Name to a QLD Frequently Represented Party (PoT) (Removed 19 January 2021) Updates to VIC SRO category name (VIC) (Added 19 January 2021) Bug fix: Invitation API Notes unable to format invalid characters (ALL) Bug fix: Invitation API not returning forwarded invitations (ALL)   New ATO GST Withholding forms (Pilot) UPDATE: The pilot of the ATO GST Withholding will be available to select members on Monday 15 March 2021.   NB: This is for new GST Withholding Form submissions only. If forms for a particular withholding have already been submitted through the ATO website, please avoid duplication, and do not create another form through PEXA. PEXA has made it easier for members to pay ATO GST Withholding amounts at settlement by introducing Forms 1 and 2 to the PEXA Platform. This feature will be made available as a pilot to select members, followed by a full roll out at a later date. The new ATO GST feature gives members the option to create GST Withholding Forms 1 and 2 within the PEXA platform and lodge directly to the ATO, instead of completing these forms on the ATO website. By streamlining the process and pre-populating the forms with information already provided within the Workspace, PEXA members can benefit from the following:   Less duplication of data entry and reduced errors on forms. Greater transparency of GST Withholding form(s) creation between the Incoming Proprietor and the Proprietor on Title through visibility of a rendered document, removing the need to use emails between PEXA members. Auto-creation of the GST Withholding destination line item (if there is one Proprietor on Title Subscriber within the Workspace), with the Payment Reference Number details pre-populated. And, if selected by the Incoming Proprietor, auto-lodgement of GST Withholding Form 2, with all details accurately represented  per the settlement date .   For details on how to complete Form 1 & Form 2, refer to the ATO Help articles.     (Referencing PEXA SETT-10621)   Lease reform Several changes have been made to the NSW Lease in this release:   Activation of sub-leases We have activated the ability to lodge a Sub-Lease in this release.   To lodge a Lease, you must be in the role of Proprietor on Title or Incoming Proprietor (if the Lease follows a Transfer). On selecting the Lease from the Document screen, the question “Is this a Sub-lease of a Lease?” defaults to No.   To lodge a Sub-Lease, you must be in the role of To deal with an Interest. On selecting the Lease from the Document screen, the question “Is this a Sub-lease of a Lease?” defaults to Yes. Now, only the Lessor is required to complete and sign the NSW Lease/Sub-Lease.   Standard Terms You can now optionally enter in the Registered Memorandum for a set of standard terms already registered with NSWLRS.   Rent Details Amount - Optional Payment Frequency - Optional Terms of Payment – Mandatory freeform text with a maximum of 200 characters Rent Description – Mandatory freeform text with a maximum of 200 characters   Attachments A Conditions and Provisions must still be attached to a NSW Lease or Sub-Lease, however, we support a range of additional attachments that may be attached if needed: Plan Caveator’s Consent Minister’s Consent Mortgagee’s Consent Statutory Declaration Supporting evidence   Lease descriptions The Part - Lease Description character limit for a Lease/Sub-Lease has been reduced to 200 characters. When multiple titles are reference in the lease, you are no longer required to provide a ‘description of the part being leased affecting all titles’. You will still be required to enter a Lease description for each Title if the Extent is ‘Part – Lease description’.     (Referencing PEXA LS3-5252)   Clients notified of bank account detail changes from PEXA Key request (ALL) PEXA Key clients have additional security and peace of mind as they are now notified of changes to their bank account details. When a practitioner creates line items from details provided through PEXA Key, their PEXA Key client will receive a notification whenever the BSB and/or account number is entered or edited in PEXA Exchange. To indicate a destination line item is using account details provided via PEXA Key, subscribers will see a PEXA Key logo and green border around name and account number in the Destination tab of the Financial Settlement Schedule. For editing, our members will see a PEXA Key logo and a green border around Account Name, BSB and Account number fields.   Desktop view of Destinations line item provided via PEXA Key     Mobile view of Destinations line item provided via PEXA Key   Desktop view when editing Destinations line item provided via PEXA Key     Mobile view when editing Destinations line item provided via PEXA Key     (Referencing PEXA FS-7451)   Better visibility on the status of PEXA Key client’s funds (ALL) Members who require a client to deposit funds in to their Trust Account will be notified when their PEXA Key client has completed the funds transfer. Members can also notify their PEXA Key client when the funds have been successfully received into their trust account. Members who use the PEXA Source Account will be notified when their PEXA Key client has completed the PEXA source account task and once the funds have been successfully received into the PEXA source account. A PEXA system generated notification will be sent to notify the PEXA Key client and the member.  This enhancement gives practitioners and their clients increased visibility on the status of the Trust Account or PEXA Source Account funds. Members will see the following: Updated PEXA request status to ‘Funds transferred’ on the Source tab of the Financial Settlement Schedule. When funds have been successfully received, ‘Funds Received’ status will display (manual trigger for Trust Account and automatic update for PEXA Source Account). Upon clicking ‘View’, additional status information displays on the View Account Details screen. All changes recorded in the History tab of the Workspace. Notification banner displays on the Workspace Summary screen (only for PEXA Source accounts)     Sending Source Account Details for a Trust Account OR PEXA Account       Members will see the status ‘Details sent’ for the Source Line item     Once a PEXA Key Client has completed the funds transfer and notify their practitioner via the PEXA Key app, Members will see the status ‘Funds Transferred’ for the Source Line item         When the total funds have been deposited into; The Practitioner Trust account, Members will have the ability to manually update the status to ‘Funds Received’ for a notification to be sent out to the PEXA Key Client The PEXA Source account, the Source Line item status will automatically update to ‘Funds Received’ for our Members and a notification will be sent out to the PEXA Key Client     View Account Details will contain date and time stamps for statuses that has been actioned     In addition, to continuously make transacting in PEXA more efficient, we have removed the cog icon and replaced it with the action instead so you’ll be able to see what immediate action is available and the ‘Funds Received’ actions will display an arrow beside it to indicate that another option is available. Click on the arrow for ‘View’.     (Referencing PEXA FS-8079)   Extended address lookup to VIC and NSW (VIC & NSW) In R13.0.0, we introduced the Address Lookup service in QLD to reduce the number of clicks for our members, help save them time, enrich our member experience, and improve our data quality. In this release, we’ve extended the Address Lookup service to VIC and NSW to include the Party screen and select documents that require an address.   With Address Lookup, the address field automatically populates and refines as you type, allowing you to quickly and efficiently search for a valid address without having to type in the full address. In addition, to enhance usability and standardise the experience of adding and editing addresses within documents, we have updated the Add Address and Edit buttons by replacing the text buttons with icons and aligning the buttons next to the address field, where applicable. To edit the address, simply select an address in the drop-down list then click the pencil icon.      (Referencing PEXA FS-8556 & FS-8557)   Updates to Form 24B (QLD) To reduce potential lodgement errors, PEXA has replaced the Safety Switch and Smoke alarm options from checkboxes to radio buttons. By default, N/A is selected.     (Referencing PEXA LS2-14074)   New reason added to withdraw from a Workspace (ALL) Based on member feedback, we have made it more efficient to withdraw from Workspaces by adding a new “Loan repaid” option as a reason for withdrawing from or abandoning a Workspace.     (Referencing PEXA LS4-7725)   Option to RestricT Incoming Proprietors’ ability to Change the Settlement Date (PoT) You requested, we listened. For PEXA Project Workspaces, if you are a subscriber acting in the role of Proprietor on Title we have added the ability to restrict Incoming Proprietors from amending the settlement date and time for their Project’s Workspaces. When you Create a new PEXA Project you will now find a new ‘Settlement details’ option.     Upon selecting Yes, the Incoming Proprietor representatives across all Workspaces belonging to your Project will be prevented from: Setting a settlement date and time for workspaces where settlement date has not yet been set, and Proposing a settlement date and time for workspaces where settlement date has already been set. When Incoming Proprietors who have this restriction applied tries to update the Settlement date and time, they’ll be presented with a message:     You may change this setting at any time via the Edit Project Details screen in PEXA Project. Note: For existing Projects, this setting defaults to No.   (Referencing PEXA LCH-1123)   Restricted Incoming Proprietors’ ability to edit a Transfer (QLD) From this release, QLD subscribers acting in the role of Incoming Proprietor in a PEXA Project Workspace will no longer be able to enter or edit the ‘Details of Sale Price’ fields, nor define the Agreement Date within a Transfer document. Where these details are pre-populated by the Proprietor on Title (via PEXA Projects), the Incoming Proprietors can only view the Details of Sale Price and Agreement Date. If no other documents updating the tenancy for the title exist in that Project’s Workspace, the Incoming Proprietor can save the Transfer document.   Note for Incoming Proprietors: Incoming Proprietors can create an additional Transfer document in the Workspace for the on-selling of the same title, and enter the Details of Sale Price and Agreement Date. The same applies to a Transfer of a title for which the Proprietor on Title differs from the Project’s Proprietor on Title. For Workspaces not yet settled, Incoming Proprietors  who wish to make changes to the Transfer need to contact the Proprietor on Title.   (Referencing PEXA LCH-627)   Updates to VIC SRO category name (VIC) As a result of a legislative change in regard to the VIC State Revenue Office, an update was required to the PEXA FSS destination category. Destination category changes from ‘Land Tax Clearance Certificate liability’ to ‘Property Clearance Certificate Liability’.   (Referencing PEXA SETT-10959 )   Bug fix: Invitation API Notes unable to format invalid characters (ALL) We have fixed a defect where the Retrieve Invitation API was unable to format invitations with notes where invalid characters have been included. Users can now view all invitations with notes when using the Retrieve Invitation API.   (Referencing PEXA APIS-755)   Bug fix: Invitation API not returning forwarded invitations (ALL) We have fixed a defect where the API was not retrieving forwarded invitations. Now, users can view all invitations, including forwarded invitations.   (Referencing PEXA APIS-1087)   ... View more

PEXA is pleased to present  PEXA Projects 7.3.0 (PoT), scheduled for business go live 16 January 2021.     Key Highlights Updates to the Bulk Upload of Financials Bulk Creation of QLD Transfer Documents     Updates to the Bulk Upload of Financials (PoT) Two new Destination Line Item Categories are now available for upload for subscribers acting in the role of Proprietor on Title via the Bulk Upload Financials tool. You can now select to upload: 'Land Tax Clearance Certificate Liability Payment' for VIC Workspaces, and 'NSW Land Tax' for NSW Workspaces. The BPAY biller code and BPAY biller name will be populated for you. For further details see the ‘Help Information’ tab of the downloadable sample template. IMPORTANT: The sample template is jurisdiction-agnostic. Please ensure you select the correct destination category for the jurisdiction of your Project.     (Referencing PEXA) Bulk Creation of QLD Transfer Documents (PoT) In this upcoming release, QLD subscribers will be able to bulk-create Transfer documents. If you are a QLD subscriber in the role of Proprietor on Title, use the new ‘Create Documents’ sidebar link to navigate to the 'Create Transfer Documents' Page.       You will be presented with a list of Workspaces eligible for this functionality. To qualify, a Project workspace must be populated with all of the information required for a Transfer, i.e.: Contain at least one child title; and have the same Proprietors across all titles where there is more than one proprietor, Have represented Transferor and Transferee parties created, and Have the Gross Consideration Amount, Vendor Terms Amount, Cash Amount and Liabilities Amount defined. Note: Any Project Workspaces where a Transfer document has already been created will be excluded from this list.   Select the Workspaces for which you would like to create Transfer documents then click ‘Create Transfer Document’. Your Project Dashboard’s ‘Document Data’ tab will now include a new ‘Transfer Created’ column with an indication of your Transfer creation status for each workspace: A green ‘tick’ indicates a Transfer document has been created in the Workspace, either via PEXA Projects or in PEXA Exchange. A yellow ‘clock’ indicates the Workspace is ready for Transfer creation. A grey icon indicates mandatory data is yet to be provided.   Use the Bulk Upload Workspaces tool to complete the missing information.       (Referencing PEXA) ... View more

PEXA is pleased to present PEXA Hotfix Release 12.1.2, scheduled for business go live 07 December 2020.   UPDATE: There is no expected outage during the rollout of this release.   Key Highlights Create or retrieve PEXA Key invitations via API (ALL) Added new setting to auto opt-in to PEXA Key invitations (ALL) (Updated 1 December 2020) Bug fix: Incorrect auto-representation was applied upon accepting Participation Request (ALL) Create or retrieve PEXA Key invitations via API You can now make use of the new PEXA Key Invitation API to send PEXA Key invitations to your clients. In addition, a new Retrieve PEXA Key Invitation API will be made available to view details of an existing PEXA Key invitation. Please visit https://www.pexa.com.au/pexa-apis or contact apisupport@pexa.com.au if you are interested or to learn more about our APIs.   (Referencing PEXA SOT-2545 and SOT-2552) Added new setting to auto opt-in to PEXA Key invitations PEXA Key is a settlement app designed for buyers and sellers that allows them to easily track the status of their property settlement. To make it easy for you to invite your clients to register for PEXA Key, we have added a new setting to auto opt-in to PEXA Key invitations. When enabled, the PEXA Key invite check box on the Party Details screen is selected by default*. The  next time a Workspace is created, the PEXA Key check box is automatically selected.     Once you save your the client’s details on the Party Details screen, PEXA will send your client an invitation to register for PEXA Key. For parties who do not wish to register for PEXA Key, simply clear the invitation check box then save the changes, and your client won’t be sent an invitation.   If you’re a PEXA member who is keen to get your clients using PEXA Key, then your Subscriber Manager can enable PEXA Key invitation auto opt-in: Navigate to Administrator Tools > Manage Subscriber Details. Scroll down to the PEXA Key - Registration section and select On.   * The PEXA Key invitation displays in Workspaces where there is an eligible transfer.     (Referencing PEXA FS-8255 ) Bug fix: Incorrect auto-representation was applied upon accepting Participation Request (ALL) We’ve fixed a bug where the panel member could not create a Discharge of Mortgage because auto-representation for the party defaulted to the wrong selection upon accepting a Participation Request. If justification is not set up, you can now manually select the correct party representation.   (Referencing PEXA LCH-1073) ... View more