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PEXA is pleased to present a minor release of the PEXA System, Release 12.1.0, scheduled for business go live 03 August 2020.     Key Highlights Introducing land title address lookup service (QLD) Trigger search with one click (ALL) Ability to sign a Discharge prior to lodgement verification (ALL)   Other Highlights Lodgement verification is automatically triggered for a Consent (NSW) Lodgement verification is triggered before stamp duty has been completed (SA)       Introducing land title address lookup service (QLD) We’re introducing a QLD land title address lookup service. 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. QLD will be the first jurisdiction to benefit from this exciting initiative, with other jurisdictions to follow. How it works To use address lookup functionality, navigate to the Land Titles screen, then click the Add Address button; the new and improved address entry screen displays. Start typing and a list of suggested addresses will appear that you can select from via the drop-down. Continue typing the address to further refine the search results. If an address can’t be found using the lookup, then you can enter the address manually by clicking the link beneath the results.     You’ll also be able to add an address from a Transfer document.       (Referencing PEXA FS-7445) Trigger search with one click Selecting a Smart Search suggestion will now trigger the search straight away and take you to your Workspace faster.       (Referencing PEXA PERF-718) Ability to sign a Discharge prior to lodgement verification (ALL) As of this release, Mortgagees can sign their Discharge of Mortgage prior to it undergoing Lodgement Verification. This means that you’ll no longer have to wait for other participants in the Workspace to progress their documents prior to signing off on your Discharge of Mortgage.     (Referencing PEXA LS3-4352) Lodgement verification is automatically triggered for a Consent (NSW) We’ve made a few tweaks so that Lodgement Verification will automatically be triggered on the creation of a Consent in NSW (assuming all other documents within the case are also prepared/ready). This change will reduce the number of clicks in the Consent process.     (Referencing PEXA LS3-4396) Lodgement verification is triggered before stamp duty has been completed (SA) SA Subscribers can expect a smoother workflow now that Lodgement Verification will be run on Transfer Workspaces before stamping has been completed. This will result in fees being loaded into the Workspace much earlier and any document errors highlighted sooner. Note: All documents in the Workspace must be completed for Lodgement Verification to trigger.     (Referencing PEXA LS3-4480) ... View more

UPDATE: Please note, the maintenance release of PEXA System, Release 12.0.2, has been deferred. All scope items planned for 6 July will be rolled into our next minor release, Release 12.1.0, scheduled 3 August 2020. ... View more

PEXA is pleased to present the release of PEXA Projects, Release 7.0.0, scheduled for business go live 01 June 2020.   Updates to Bulk Workspaces Upload for QLD We’ve enhanced the Bulk Upload Workspaces tool for our QLD subscribers. In this upcoming release, if you are a QLD subscriber with your default data setting turned on*, you will be able to use the Bulk Workspaces Upload Wizard to import sales data into your project’s Workspaces, along with your other Workspaces’ information. This will include: Cash amount Deposit paid Vendor terms about Liabilities amount Contract rebate amount Agreement date Date of possession * For the initial release of this enhancement.   Upon creating your documents in your projects’ Workspaces, the sales information that you have uploaded will automatically be populated into your Transfer, Form 24a and Form 24b documents. IMPORTANT: Bulk upload of sales data will not update Transfer, Form 24a and Form 24b documents that are already existing in the Workspace. Those will remain unchanged and signed, if previously signed. Updates can be made to individual documents via PEXA Exchange, if required, subject to business rules. How do I access the sales data upload capability? The access to the Bulk Upload Workspaces tool, where the new capability is included, remains unchanged. It is accessible under the side navigation menu Manage Workspaces > Bulk Upload Workspaces. What has changed in the wizard? 1. On the ‘Upload a file’ step For QLD subscribers toggled on for default data, the downloadable sample template will now include additional columns, designated for sales data:    2. On the ‘Setup and map’ step A new ‘Data’ tab will be displayed for the mapping of your uploaded sales data. 3. On the ‘Review and confirm’ step A new ‘Data’ tab will be displayed with the sales data you have mapped. Errors such as an exceeded upper limit of the amounts’ fields, incorrect format and agreement date that is not in the past, will be highlighted on the screen and must be rectified prior to committing your upload. All other functionality remains as you know it, e.g. the ability to add and delete records within the ‘Review Workspaces’ table and viewing the upload outcomes. What has changed in the Workspace? Once committed, any sales data uploaded for the Workspace using the Bulk Upload Workspaces tool will pre-populate the Transfer, Form 24a and Form 24b documents you will next create in PEXA Exchange.     The ability to edit these fields will be available to the Proprietor on Title role in the Workspace.   Note: The ‘Add Workspaces’ (manual) functionality remains unchanged and will not include the additional sales data fields provided for bulk upload of Workspaces. ... View more

PEXA is pleased to present a maintenance release of the PEXA System, Release 12.0.1, scheduled for business go live 15 June 2020. UPDATE: There is no expected outage during the rollout of this release.   National Highlights New message when accepting a Participation Request–PEXA Project (ALL) (Updated 1 June 2020–Available Now) New Workspace Summary item–PEXA Project (ALL)   QLD Highlights Allowing for any organisation type to transact on any dealing (QLD) Ability for Mortgagees to act in capacity (QLD) Enhanced the ‘Details of Sales Price’ fields in a Transfer (QLD) (Removed–1 June 2020) NSW COVID-19 Residual Lodgement (NSW) (Updated 3 June 2020)   New message when accepting a Participation Request–PEXA Project (ALL) When accepting a participation request, Mortgagees on Title will see a new message on the Participation Request screen:   IMPORTANT: If your MOT client is not a Panel Master, please ensure they are listed as a Frequently Represented Party (FRP) by your PEXA Administrator. The FRP must match the name on title EXACTLY and be set up PRIOR to accepting this PR.     The 'client' in this instance refers to the Mortgagee on Title.   (Referencing PEXA LCH-554)   New Workspace Summary item–PEXA Project (ALL) To quickly identify if a Workspace is linked to a matter in PEXA Project, we’ve added a new Workspace summary item – PEXA Projects – to the Workspace Summary screen. The PEXA Project summary shows the name of the project to which the Workspace belongs and is displayed only if the current Workspace is linked to a matter in PEXA Project. Users in the role of Mortgagee on Title or Proprietor on Title can click on the summary link and they’ll be redirected to the project Dashboard in PEXA Project.     (Referencing PEXA LCH-595)   Allowing for any organisation type to transact on any dealing (QLD) PEXA has extended its capability to allow any organisation type to transact on any dealing in QLD. Previously, only a few organisation types were supported. The full list of Organisation Types supported in PEXA include: Charitable body Commonwealth government or body Co-operative Foreign company - unregistered Incorporated Association Local government or body Non-government statutory entity Other legal entity Registered Australian body or foreign company Registered company Registered company in external administration Religious body State/Territory government or body Subdivisional body Trade Union   (Referencing PEXA LS4-6298)   Ability for Mortgagees to act in capacity (QLD) The QLD Mortgage and Discharge of Mortgage documents have been updated to allow mortgagees to act in capacity. Mortgagees who are acting in capacity will have the capacity displayed next to their name on the Participants screen. The party capacity will also be displayed on the rendered Discharge of Mortgage (for Mortgagee on Title) or Mortgage (for Incoming Mortgagee) document.             For a Mortgagee on Title party, the party capacity is obtained from RIS (where applicable) and the following Party Capacities are supported: Personal Representative Responsible Entity Statutory Trustee For Sale Trustee Trustee For Sale   For an Incoming Mortgagee party, a party capacity can be added, via a dropdown selection, to the party upon Create or Edit of the party. The following Party Capacities are supported: Trustee     (Referencing PEXA LS4-6031, LS4-6032)   NSW COVID-19 Residual Lodgement (NSW) As of 25 May 2020, paper documents that don’t have a Real Property Act Land Title Reference or where the Land Title is not valid for electronic lodgement in the PEXA Platform, can be lodged through the PEXA Platform using a prescribed Title Reference, as part of the NSW COVID-19 Residual Lodgement* solution. From 15 June 2020, the "Miscellaneous Document" will be added to this functionality.   *Note: You'll need to join the NSW Group in Community to view this content.   (Referencing PEXA  LS1-6359)   ... View more

Hi Community,   UPDATE: 26 May 2020   There will be a PEXA outage from 9am – midnight on Saturday 30 th  May 2020 to conduct an infrastructure upgrade. As a result, the PEXA system will not be available during this time.  If you have any questions, please don’t hesitate to ask below.   Thanks, Saysa ... View more

PEXA is pleased to present a major release of the PEXA System, Release 12.0.0, scheduled for business go live 04 May 2020.   UPDATE : There is no expected outage during the rollout of this release.   PEXA Exchange R12.0.0 Showcase  (Updated URL 24 April, 2020) Please note that some items have been removed from this release since the video was created on 20 April 2020. For the most up-to-date scope, please check the features listed on this page below .     Key Highlights Mobile responsive (Updated 17 April 2020 - screenshot update) New copy Workspace ID button Email and mobile validation (Available now) (Added 14 April 2020)   Other Highlights Further enhancements to support PEXA Key (Removed 14 April 2020) Updates to the 'Request to Join' screen (Updated 07 April 2020 – screenshot update) Further activation of residual documents (VIC)   Mobile responsive We’re super excited to announce that we’ve made PEXA Exchange mobile responsive and it’s now available to you! With mobile responsiveness, the interface adapts and scales according to your screen size. This means you can conveniently access PEXA Exchange from any mobile device (phone or tablet) to view your Workspace anywhere, anytime. To deliver a better experience, we’ve optimised the mobile experience ensuring that you can easily navigate your Workspace no matter how big (or small) your device is. Here’s what you need to know when viewing on a mobile device: By default, the left-navigation menu is hidden to maximise the screen space. To display the menu, tap on the arrow icon to view the menu slide out from the left. Grids (such as tables and rows) have been replaced by vertically stacked lists, which makes it easier for you to scroll on a hand-held device. Click View to view more details of the Workspace (FIG 1) The Workspace status bar displays only the current status of the Workspace. If you want to see all Workspace statuses, click the + icon to expand the statuses list (FIG 2). We are very excited about Conversations as we have made it easy to read and respond to! (FIG 3). For those of you who have many Workspaces, you can use the filter tool to find your Workspace easily. Signing has not changed,  so you will need to continue using your computer or existing device for signing.   FIG 1: Dashboard       FIG 2: Workspace statuses     FIG 3: Conversations screen     Logging in to PEXA on a mobile device: To log in to PEXA from your mobile device, go to https://workspaces.pexa.com.au and enter your email and password. You’ll be required to authenticate with multi-factor authentication (MFA) whenever you log in from a browser, whether on desktop or a mobile device. Read more about MFA in PEXA.       We're continually working on improving this and would love to hear your feedback. Simply post your comment below to share your feedback.   (Referencing PEXA UI-40)   New copy Workspace ID button It’s now easier for you to copy the Workspace ID and paste it into another document or application. We’ve added a Copy button next to the Workspace ID on the Workspace Summary screen. Simply click on the Copy button then paste it where you want to put it.     (Referencing PEXA FS-6660)   Email and mobile validation (Available now) From 14 th April, we’ve activated  email and mobile validation on the   Party   screen to ensure that the email or mobile you enter for the PEXA Key invitation is valid. When an Incoming Proprietor or Proprietor on Title enters their client’s mobile or email, PEXA checks to see if the data entered is valid: The email or mobile has the correct format: 10-digits for local mobile phone (e.g.: 0412 345 678). The syntax is name@email.com for email addresses. The email or mobile entered is a valid account to an existing service provider or network, respectively. If the details entered are valid, you’ll see a small green tick appear next to your entry to indicate that the email or mobile has been successfully validated. If the email or mobile is invalid, then a red error message appears. You’ll be required to re-enter a valid email or mobile to proceed. In some instances, an email or mobile cannot be verified so a warning message appears. When this happens, you’ll still be able to save the form, however, the PEXA Key invitation may not necessarily be sent to the recipient.     (Referencing PEXA FS- 6231 )   Updates to the 'Request to join' screen We’ve updated the Request to join PEXA form (via Subscriber Search > Invite them to connect!) to include a new Jurisdiction field and made some existing fields mandatory. This ensures that relevant data is captured in the initial request. You can use this form to send an invitation to a Subscriber inviting them to join the PEXA network. Our referral teams use this information to contact the Subscriber.     (Referencing PEXA FS-6701)   Further activation of residual documents (VIC) PEXA completes the release of the remaining residual documents in Victoria and the following residual documents are available: CHANGE PROPRIETORSHIP - TRANSFER TO THE CROWN CHANGE PROPRIETORSHIP - TRANSFER AND CREATION OF EASEMENT CHANGE PROPRIETORSHIP - TRANSFER BY COUNCIL - RATES RECOVERY CHANGE PROPRIETORSHIP - TRANSFER BY SHERIFF CHANGE PROPRIETORSHIP - TRANSFER TO RELIGIOUS SUCCESORY TRUSTEE   (Referencing PEXA LS1-5820)   ... View more

PEXA is pleased to present the release of PEXA Projects 6.1.3 (PoT), scheduled for business go live 06 April 2020. New destination funds category   A new destination funds category ‘Other – BPAY’ has been added in PEXA Projects. This new category is accessible to subscribers in the role of Proprietor on Title and enables them to make BPAY payments without the need to associate it with any subscriber. Since an associated subscriber is not needed, you may add Other – BPAY destination funds, even if an Incoming Proprietor of Proprietor on Title has not accepted the Workspace invitation.   Advising the required fields for Other (BPAY):     After entering the values for Other (BPAY):   ... View more

First published: 16 March 2020 Jurisdiction: NSW Additional Resources: Help Card   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. If all joint tenants are deceased or the tenancy type is Tenants in Common, then lodge a Transmission instead.   In New South Wales, a Notice of Death: 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 Notice of Death. Note: If there are multiple joint tenants in the tenancy group and one or more surviving tenant will remain on title, a Notice of Death application for each deceased proprietor must be prepared in a separate workspace. A Notice of Death can be lodged as a standalone, or in combination with any of the following document types supported in PEXA: Consent Discharge of Mortgage Withdrawal of Caveat Mortgage Transfer Part Tenancy Transfer Note: A Transmission can be lodged in the same workspace as a Notice of Death where the tenancy type is TIC with joint inter -se and one of the Tenants in common is also deceased. Evidence requirements When lodging a Notice of Death in PEXA, you are not required to upload evidentiary material, however, you are still required to provide evidence details and retain the evidence for auditing purposes. PEXA accepts the following evidence types: Death Certificate Certificate under NSW Trustee and Guardian Act Coroners Report Medical Certificate certifying death   Steps Create Workspace with the following settings: Role = Proprietor on Title. 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 from the left-hand-side menu. Select Edit Party from the Actions column next to the deceased party. Select The Proprietor is Deceased. In the Details of Death panel, click Add Details of Death and enter the date of death: Actual date, Date range, or Date description. Click Confirm. Save the changes. Note: If there is more than one deceased tenant, then you must create a Notice of Death document for each deceased party in a separate Workspace. Represent the surviving tenant: Note: If there is more than one surviving joint tenant, you are required to represent only one of the surviving tenants in the Workspace. On the Participants screen, select Edit Party from the Actions column next to the surviving party you represent. In the Party Details panel, enter all required information: Full name of the surviving tenant (this must match the name registered on title). Date of birth. Address details (required for the Notice of Sale (enter if the address does not appear in the available addresses). Save the changes. Create the Notice of Death document: Note: If there is more than one deceased tenant, then you must create a Notice of Death document for each deceased party in a separate Workspace. Navigate to the Documents screen from the left-hand-side menu. Select Create Documents > Notice of Death. Some details on this form are pre-populated from the information you entered on the Participants Under Deceased Proprietor Details, check that the deceased party is correctly listed and then add the evidence details: Select an Evidence Type. Enter the Evident Document Reference ID. Enter the date the certificate or report was dated. Check that the Surviving Tenant Details is correct. If there are multiple surviving tenants, only one tenant is required to be listed here. If you need to make any corrections, go to the Participants screen and edit the Party Click Save to create the document. Edit the Notice of Sale: Upon creation of a Notice of Death document, a Notice of Sale document is automatically generated. On the Documents screen, select Edit next to the Notice of Sale. In the Property Details panel, enter the Locality (i.e.: the name of the local government area). In the Service of Notice Details panel, ensure the details are correct and a Service of Notice Address has been added. Ensure that the Acquisition Date is correct; If necessary, update the date. The Acquisition Date can be different from the actual date of death if the date of death is unknown. Click Save. Create a Consent: The Consent Type is Transacting Party Consent. The Transacting Party is the surviving tenant. Note: If there is a Mortgagee registered on title, proceed to the Participants screen and invite the Mortgagee on Title as Consentor. This allows them to prepare the Consent document. Sign, and lodge the Notice of Death application: On the Documents screen, select Edit next to Lodgement Instructions. Check that the details are correct and then click Save. If document verification is successful, and each document in the lodgement case is prepared and successful, signing will be available for that document. Select Sign next to Lodgement Instructions to go to the Document Signing Review the signing terms and conditions listed in the Lodgement Instructions panel and then select the Sign all check box.   Results Once the Notice of Death is lodged with the Land Registry, the deceased tenant will be removed from the Title. If there are multiple deceased tenants, any subsequent Notice of Death documents can be lodged once the first Notice of Death has been registered.      Related topics Transmission Application (NSW) Notice of Sale (NSW) Preparing a Consent (NSW) Transfer Articles         ... View more

First published: 16 March 2020 Jurisdiction: NSW Additional Resources: Help Card   Overview A Transfer of Interest allows an Interest such as a Mortgage or Annuity Charge to be transferred from one interest holder to another. Note: PEXA currently does not support the transfer of dutiable interest in NSW. Therefore, a transfer of interest for a lease or sub-leases is not supported as they require duty assessment. The Transfer of Interest document can be created by participants in the following roles: Mortgagee on Title—if you are transferring a Mortgage. To Deal with an Interest—if you are transferring an Annuity OR if you represent the party receiving the Interest (this role is not available to Principal FIs). To process a Transfer of Interest (of Mortgage or Annuity Charge), you are not required to complete a Notice of Sale.   Steps Create a Workspace with the following settings: Jurisdiction: NSW Representative Role: To deal with and Interest or Mortgagee on Title Will this transaction involve a Transfer?: Yes Complete the other fields as required. Note: If the Workspace will not have have a financial settlement date and time, the party representing the Mortgagee on Title will need to wait for the To Deal with an Interest role to create the Workspace. Review the Land Title. Note: Multiple titles can be added to the Workspace to transfer the mortgage or annuity across the titles. Represent the participants: Invite the Interest Holder into the Workspace by clicking Invite Participant. Represent the Mortgagee on Title or Interest Holder on Title by selecting Edit beside the unrepresented party. Note: Ensure that the party is invited in the role of Mortgagee on Title. This allows the Mortgagee on Title to exercise their right as the Interest Holder, to transfer the Interest to another party. Create a Transfer of Interest document: Navigate to Documents > Create Document > Transfer of Interest. Complete the following fields on the Transfer of Interest screen: Titles Check that the Title is correct. Interest Affected Select the Mortgage or Annuity Charge to which the interest holder is transferring. Note : Multiple titles can be added to the Workspace to transfer the mortgage or annuity across the titles. Tenancy Details Select the Tenancy Type and Party. The new interest holder of the interest is populated as the Transferee. Consideration Type Select a Consideration type and fill in the subsequent fields. Save the document. Sign the Transfer documents. The parties in the role of Mortgagee on Title and To deal with an Interest both need to sign the documents. If applicable, prepare and sign the financial settlement. If there is no financial settlement, then sign the documents. The responsible subscriber will need to submit the documents for lodgement.   Related Topics Transfer Help Centre Articles   ... View more

PEXA is pleased to present a maintenance release of the PEXA System, Release 11.1.2, scheduled for business go live 06 April 2020.   UPDATE: There is no expected outage during the rollout of this release.   Key Highlights PEXA Key invitation extended to organisations Unique email and mobile number required for PEXA Key registration (Updated 13 March 2020)       PEXA Key invitation extended to organisations From this release, PEXA Key will be available to organisations. This means if you are representing a client who is an organisation, you can invite them to register for PEXA Key. To send a PEXA Key invitation: When representing your client on the Party screen, select the PEXA Key check box. Enter your client’s contact details: first and last name, email address, and phone number. Save the form. Once you save the changes, a PEXA Key invitation will be sent to your client via email and SMS. For more information on PEXA Key and how it works, please visit our Community page: PEXA Key.     (Referencing PEXA FS-6447) Unique email and mobile number required for PEXA Key registration Practitioners who wish to provide their clients with access to PEXA Key must enter a unique email and mobile number in their client’s party profile in PEXA. We’ve added additional validation to ensure that the mobile and email addresses entered are unique so that your client can log in to PEXA Key without any issues. This validation is specific to each Workspace.  If your client has more than one property or has more than one PEXA transaction, you may invite your client to PEXA Key in each Workspace where you represent them.   (Referencing PEXA FS-6393)   ... View more

Published: 10 February 2020 Jurisdiction: WA Additional Resources: Help Card   ­­Overview A Change of Name document is now available in WA. If a party on title or an Interest Holder has changed their name, they can now lodge this document to have their name updated on title. The Change of Name document can be lodged either: Standalone, OR Together with a Mortgage, preceding it in lodgement order. In WA, where a proprietor requires a name justification prior to the lodgement of a Mortgage, a WA 'Change of Name' document will need to be created and signed by a representative of the proprietor. Please note that the proprietor's representative must complete the Change of Name document. This means that the Mortgagee will need to invite to the Workspace, a representative of the proprietor. Upon creation of a Change of Name document, the Mortgage will reflect the updated name and both documents can be lodged together in the same lodgement case. Holders of the following Interest Types can lodge a Change of Name to update their name on title: Carbon Covenant Benefit Carbon Right Caveat Charge Crown Lease Lease Mortgage Plantation Interest Profit-a-Prendre Sub Lease The following optional attachments may be submitted for lodgement with a Change of Name document:   ­­Steps Create a new Workspace with the following settings: Representative role: Standalone: Proprietor on Title–if representing the registered proprietor on title, Mortgagee on Title–if representing the registered mortgagee on title, Caveator on Title–if representing the registered caveator on title, or To Deal with an Interest–for all other roles that deal with interest, such as change of name of a Lessee or holder of a Plantation Interest, etc. Financial Settlement = No Review the Land Title: Review the On Title party names Check the other land title details returned from Land Registry. Select the party to justify: Note: In a refinance/new mortgage, invite the Proprietor on Title into the Workspace and wait for them to represent the party. Navigate to the Participants screen. ClickEdit Party next to the party who is changing their name. For Representation, leave I represent this party In the Name field, enter their new name. In the Name On Title section, select a Justification reason. Complete these steps for each party who has changed their name. Note: If the party is an organisation, then an ACN must be provided on the Party screen. Both the ACN and updated organisation name must match the ASIC Register. Save the changes. Create a Change of Name document: Note: In a refinance/new mortgage, the Proprietor on Title must create the Change of Name document first. Navigate to Documents > Create Document > Change of Name. By default, the represented party’s details is pre-populated with the name you updated in Step 4. Add a correspondence address Click Save. Notes: Only parties who are represented and have a name justification will be pre-populated here. Check that the pre-populated information is correct and that an address has been provided. If there are multiple parties with a name justification, then create a change of name document for each party within the same lodgement case. Edit the Lodgement Instructions You will need to Edit the Lodgement Instructions to progress your status to Prepared.  From the Actions column select Edit to edit the Lodgement Instructions. Review the information and click Save. Note: If the Title is a Duplicate Certificate of Title, ensure you enter the Duplicate Holding Details and select the appropriate Issuing Details for the new Certificate of Title. You can now view and sign the caveat. Before you Sign, it is important to view the rendered document to confirm details. From the Actions column select View to view the Lodgement Instructions and Change of Name. From the Actions column select Sign to sign the Lodgement Instructions and Change of Name. Once signed, select Submit for Lodgement from the Actions column. Related topics Name justification / Change of name – Vendor Justify a Mortgagors Name using the National Mortgage   ... View more

PEXA is pleased to present a maintenance release of the PEXA System, Release 11.1.1, scheduled for business go live 14 March 2020.   UPDATE: There is no expected outage during the rollout of this release.     Key Highlights New document: Notice of Death (NSW) (Updated 17 March 2020) New document: Transfer of Interest (NSW) (Updated 17 March 2020) ATO Foreign Residential Capital Gains Withholding (FRCGW) integration (Updated 27 February 2020)   Other Highlights New attachment types for documents (NSW) Tasks enhancements (Updated 27 February 2020) Usability enhancements (Updated 24 February 2020)     New Document: Notice of Death (NSW) New to this release is the ability for NSW Representative subscribers to lodge Notices of Death documents in PEXA. If a joint tenant is deceased, then the surviving 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 New South Wales, a Notice of Death: Can be processed for Joint Tenant Title, Can be processed for Tenant in Common Titles which have Joint Tenant groups, Some or All surviving Joint Tenants can be represented as Applicants in the Notice of Death. A Notice of Death can be lodged as a standalone, or in combination with any of the following document types supported in PEXA: Consent Discharge of Mortgage Withdrawal of Caveat Mortgage Transfer Part Tenancy Transfer Note: A Transmission can be lodged in the same workspace as a Notice of Death where the tenancy type is TIC with joint inter -se and one of the Tenants in common is also deceased.     Learn how to lodge a Notice of Death (NSW).   (Referencing PEXA LS4-2003)   New Document: Transfer of Interest (NSW) PEXA now supports Transfer of Interest documents in NSW. The holder of either a Mortgage or Charge interest can now transfer their interest to a new interest holder. Note: A Transfer of Interest (when the interest is a Mortgage or Charge) does not require a Duty Assessment in NSW. In New South Wales, a Transfer of Interest: Can include one interest per Transfer (The interest can affect up to 20 Titles), Can include one or many Transferors and Transferees, Can be a Monetary or Non-Monetary consideration type, Can optionally include Financial Settlement. From Release 11.1.1, Transfers of Interest can be lodged standalone. You may also lodge multiple Transfer of Interest documents in the same lodgement case.     Learn how to lodge a Transfer of Interest (NSW).   (Referencing PEXA LS4-229)   ATO Foreign Residential Capital Gains Withholding (FRCGW) integration We are pleased to advise that PEXA has integrated with the ATO for Foreign Residential Capital Gains Withholding (FRCGW) payments. As part of R11.1.1*, PEXA members will be able to now complete the details of the Purchasers Payment Notification and lodge it with the ATO. Once successfully lodged, a FRCGW destination line item is automatically created with the payment reference number and amount, unique to the client(s). Upon settlement, the payment(s) will be directed accordingly to the ATO. Any steps outside of lodging the form and submitting payment will still need to be completed by existing process which you may have. *The ATO integration will be available post-release; with the date to be confirmed.   (Referencing PEXA SETT-8998)   New attachment types for documents (NSW) PEXA has added support for further attachment types, which may be attached and lodged with documents in NSW: Transfer one 'Minister’s Consent' attachment one or more 'Caveator’s Consent' attachment one or more 'Statutory Declaration – statement for notice of severance' attachment one or more 'Native Title Registration Approval Certificate' attachment Transfer of Interest one 'Minister’s Consent' attachment one or more 'Caveator’s Consent' attachment National Mortgage one 'Terms and Conditions' attachment (already supported) one 'Minister’s Consent' attachment one or more 'Caveator’s Consent' attachment Caveat one 'Claim Details' attachment   (Referencing PEXA LS4-588, LS4-61, LS4-5419)   Task enhancements As you can now complete a wide variety of documents in PEXA, we have replaced the Complete Transfer task with a more general Create Document task. When you click on the Create Document link, you will be taken to the Document List screen where the full list of documents that are available to you will be displayed. This task is relevant only to subscribers in the role of Incoming Proprietor or Proprietor on Title.     (Referencing PEXA FS-6227)   Usability enhancements Transfer warning message We understand it’s often hard to determine why your Transfer document is not moving to a Prepared document status. Quite often, this is because the Proprietor on Title party is not yet represented or is missing identification information such as date of birth. To help you quickly ascertain what is missing from your Workspace, we have added a warning message to the Transfer document to highlight when information is missing. When you see this warning message on a Transfer document, the proprietor's representative should navigate to the Participants screen and then Edit the Proprietors on Titles party record to add these details.       (Referencing PEXA FS-6293)   ... View more

PEXA is pleased to present a minor release of the PEXA System, Release 11.1.0, scheduled for business go live  03 February 2020 10 February 2020.   UPDATE: PEXA System, Release 11.1.0, is scheduled for business go live 10 February 2020. There is no expected outage during the rollout of this release.     Key Highlights New document: Change of Name (WA) (Updated 30 January, 2020) Making transacting in PEXA easier Enhancements to Tasks (Updated 14 January, 2020)   Other Highlights All jurisdictions New Workgroup column on the Active dashboard New User Type column on Manage Users screen Updated the Document Reference field in a National Mortgage Email notification when Transfer document is un-signed Simultaneous Settlement Notifications WA jurisdiction Enhancement to Document type: Mortgage of an Interest (WA) (Updated 20 January, 2020) Enhancement to Document type: Mortgage of Part of the Land (WA) Enhancement to Document type: Caveat (WA) (Updated 20 January, 2020) Extended scope of WA Title (WA) (Updated 31 January 2020) Displaying Issuing Details on Document List header (WA & VIC) Display of Other Interests (WA) Updates to the Model Participation Rules (MPR) extended to WA (Added 15 January, 2020) New attachment type:Mortgage (WA) (Updated 31 January 2020) New attachment types:Transfer (WA) (Added 31 January 2020) QLD jurisdiction Removal of QLD Compliance Data fields from a QLD Transfer (Updated 31 January 2020) NSW jurisdiction Extended scope of Part Tenancy Transfers (NSW) VIC jurisdiction Displaying Issuing Details on Document List header (WA & VIC)     New document: Change of Name (WA) A Change of Name document is now available in WA. If a party on title or an Interest Holder has changed their name, they can now lodge this document to have their name updated on title. The Change of Name document can be lodged either: Standalone, OR Together with a Mortgage, preceding it in lodgement order. In WA, where a proprietor requires a name justification prior to the lodgement of a Mortgage, a WA 'Change of Name' document will need to be created and signed by a representative of the proprietor. Please note that the proprietor's representative must complete the Change of Name document. This means that the Mortgagee will need to invite to the Workspace, a representative of the proprietor. Upon creation of a Change of Name document, the Mortgage will reflect the updated name and both documents can be lodged together in the same lodgement case. Holders of the following Interest Types can lodge a Change of Name to update their name on title: Carbon Covenant Benefit Carbon Right Caveat Charge Crown Lease Lease Mortgage Plantation Interest Profit-a-Prendre Sub Lease The following optional attachments may be submitted for lodgement with a Change of Name document: Australian Securities Investment Commission Certificate Change of name certificate Citizenship certificate Consent letter Court Order Marriage certificate Other Statutory Declaration   Create a standalone Change of Name document (high-level steps) Create a new non-financial Workspace in the role of: Proprietor on Title, Mortgagee on Title, Caveator on Title, or To Deal with an Interest. Represent the party who is changing their name: Enter their updated name in the Name field. Select a Justification reason. Note: If the party is an organisation, then an ACN code must be provided on the Party screen. Both the ACN code and updated organisation name must match the ASIC Register. Create a Change of Name document. Only parties who are represented and have a name justification will have their details pre-populated here. Check that the pre-populated information is correct and that an address has been provided. If there are multiple parties with a name justification, then create a change of name document for each party within the same lodgement case. Save the document.   (Referencing PEXA LS4-3744)   Making transacting in PEXA easier We are continuously looking at ways to make transacting in PEXA more efficient and to reduce the amount of time it takes to complete a transaction. We have continued this work in R11.1.0 by: Removing the cog icon from the Stamp Duty (VIC only), and Land Titles screens so that you can see the next available action instead. Defaulting fields where possible to save you time and clicks. In this release, we have defaulted the Title field on the NSW Consent and Caveat documents, the VIC Withdrawal of Nomination and Caveat documents and the Customer Reference on a VIC Caveat   (Referencing PEXA S-5892, FS-5889, FS-5890, FS-6080, FS-5455)   Enhancements to Tasks For R11.1.0, we have improved some of the Tasks so that they more effectively guide you through your transaction. These enhancements include: Updating the Complete Transfer task so that it displays only if a Transfer document is incomplete. In the past, this task has caused much confusion as it continued to display until all other documents and stamp duty were completed. Updating the Create Consent task, which previously only displayed for those in the role of Consentor. This task now displays to the Proprietor on Title when there is no Mortgage on Title in the Workspace. Updating the VIC Complete Stamp Duty Estimate in Duties Online System task so that it only displays when it is possible to complete your duty assessment in Duties Online. Correcting the Signing Financial Settlement task, so it displays when you have dual signing enabled. Correcting the Sign Documents tasks, so it displays for QLD users who don't have signing rights. We have removed the Create Transfer Task for Workspaces that are marked with the transaction type of Non-Transfer   (Referencing PEXA FS-5754, FS-5851, FS-6065, FS-5753, FS-5939, FS-5768)   New Workgroup Column on the Active Dashboard We've added a new Workgroup column to the Active dashboard so you can filter and sort by Workgroup. This column provides greater visibility of your team's workload, making it easier to manage.     (Referencing PEXA UI-442)   New User Type column on Manage Users screen We've added a new 'User Type' column to the Manage Users screen so Subscriber Managers can quickly identify the type of user. Subscriber Managers will now be able to sort and filter by user type. We've also added this column to the Subscriber User Support screen so that member support staff can easily see the user type when taking support calls.     (Referencing PEXA UI-445)   Updated the Document Reference field in a National Mortgage Some banks have advised us that the Document Reference should be a mandatory field in a National Mortgage. From this release, a Subscriber Manager has the option to enable this as a compulsory field for Financial Institutions. Enable Document Reference as mandatory field Navigate to the Administrator Tools > Manage Subscriber Details screen. In the National Mortgage – Set Document Reference to Mandatory section, select Yes. By default, this option is disabled. After making the above selection, you can create or edit a National Mortgage document, and the Document Reference will be mandatory in the Terms and Conditions section of the screen.   (Referencing PEXA FS-6138, FS-6156)   Email notification when Transfer document is un-signed We are now notifying you via email when your Transfer document has been unsigned. Hopefully, this means any last-minute unsigning of a Transfer can be quickly rectified, and settlement can go ahead as scheduled.   (Referencing PEXA FS-6106)   Simultaneous Settlement Notifications Further enhancements around broken simultaneous settlement links have been introduced into this release. In scenarios where simultaneous settlement financial links are de-linked due to an automated process – i.e. where a PEXA user has not actively removed the link – then the link owners (the participants who send and accept financial settlement links) will receive enhanced emails and notifications informing them of the broken link. This is in addition to the current notifications in the history page of the impacted workspace.   (Referencing PEXA SETT-8593)   Enhancement to Document type: Mortgage of an Interest (WA) PEXA has enhanced the WA Mortgage to support Mortgages of an Interest in Land to allow for the following: Up to 20 titles can be added to the Workspace. Multiple Interests across all titles in the Workspace can be mortgaged in the same document as long as they share the same Interest Holder(s) and Tenancy structure. Multiple Interest Types can be mortgaged. Currently, not supported in PEXA: Mortgage of an Interest where the mortgage is to affect only part of the Land in the Interest. Mortgage of an Interest and Mortgage of the Fee Simple (Land) in the same document.   Supported interest types The supported Interest Types for the Mortgage of an Interest Document is not limited to Lease and Sub-Lease interests only. Below is a list of all supported Interest Types for the Mortgage of an Interest Document: Carbon Covenant Benefit Carbon Right Charge Crown Lease Lease Plantation Interest Management Order Profit-a-Prendre Sub Lease           (Referencing PEXA LS4-3823)   Enhancement to Document type: Mortgage of Part of the Land (WA) PEXA has enhanced the WA Mortgage to support the Mortgage of Part of the Land in a Title. This enhancement supports scenarios where the Mortgage is multi-lot, and the mortgage is to be registered over a sub-set of the titles lots. The enhancements include the ability to lodge: Mortgage of a sub-set of a title's lots (parcels). Mortgage of multiple titles, some whole of the land and some part of the land. Currently, not supported in PEXA: Mortgage of Part of the Land using a free-text description.   (Referencing PEXA LS4-3823)   Enhancement to Document type: Caveat (WA) PEXA has extended the scope of WA Caveats to support more scenarios. Additionally, WA Land Registry have revised their Claim Categories and Statements and included the category of 'Other' to support those that don't fit into the specified categories. Supported in PEXA: Caveat as to Part of the Land: Caveat of a sub-set of a title's lots (parcels). Caveat of multiple titles, some whole of the land and some part of the land. The ability to select some of the Proprietors in a Caveat. New Claim Categories. Currently, not supported in PEXA: Caveat as to an Interest in Land. To see the list of updated WA claim categories and statements in this release, click here.   Part of the land:   Some of the Proprietors:   New Claim Categories:   WA Caveat Claim Categories and Statements table This table shows an updated list of all WA Caveat Claim Categories and Statements. Claims category Claim Statements added Claim Statements removed Claim Statements renamed Agreement/Contract Agreement with the following Parties and Date Purchaser’s lien to secure repayment of money paid under a contract of sale with the following Parties and Date   Agreement with the following Parties and Date providing an option to purchase Unpaid Vendor under a contract of sale with the following Parties and Date   Agreement to create a Profit a Prendre with the following Parties and Date Option to Purchase with the following Parties and Date   Agreement to create a Restrictive Covenant with the following Parties and Date Option to Lease with the following Parties and Date   Agreement to create an Easement with the following Parties and Date     Charge   Charge contained in a building agreement with the following Parties and Date     Charge contained in a mortgage with the following Parties and Date    Lease Option to renew a lease for the following Lease Term with the following Parties and Date Option to renew a lease for the following Lease Term, the option being in a lease/document with the following Parties and Date   Sub-lease of a Lease with the following Parties and Date Option to purchase in a lease with the following Parties and Date     Sub-lease with the following Sub-Lease Parties and bearing the Sub-Lease Date for the following Sub Lease Term, deriving from a Lease with the following Parties and Date   Certificate of Title   All Claim Statements are removed, this Claim Category is removed.   Mortgage Mortgage of a Lease with the following Parties and Date Mortgage with the following Parties and Date   Mortgage of a Carbon Right with the following Parties and Date Mortgage with the following Mortgage Parties and Mortgage Date for the Mortgage Term of a Lease with the following Parties and Date   Mortgage of a Carbon Covenant with the following Parties and Date Mortgage with the following Parties and Date of the following Carbon Right   Mortgage of a Plantation Interest with the following Parties and Date Mortgage with the following Parties and Date of the following Carbon Right and Carbon Covenant     Mortgage with the following Parties and Date of the following Plantation Interest   Other (new claim category) Other     Statutory Charge Equitable charge under section 255-105 of the Taxation Administration Act 1953 (TAA 1953)     Trust or Settlement Beneficiary under a will of the following deceased Party Beneficiary under the will of the following deceased Party, where probate has been granted and administration of estate is complete Beneficial interest under a declaration of trust or trust document with the following Parties and Date Beneficial interest under a declaration of trust or trust document with the following Parties and Date Court Order under the Family Law Act 1975 (Cth) of the following Court, Action Number, Parties and Date conferring or recognising an estate or interest in land or permitting the lodgment of a caveat     (Referencing PEXA LS2-8184)   Displaying Issuing Details on Document List header (VIC and WA) PEXA has enhanced visibility by displaying the Issuing Details information on the header of the Document List screen. Similar to the display of 'Responsible Subscriber' on the Document List screen, by displaying Issuing Details information, this should alleviate the need for Subscribers to edit the Lodgement Instructions unnecessarily. The following details are included for each title in the lodgement case: Title Format Recipient We've limited the number of titles that display on the header to three titles. If there are more than three titles in the Workspace, you may click the View more Issuing Details link to navigate to the Lodgement Instructions rendered view.     (Referencing PEXA LS4-5124)   Extended scope of WA Title (WA) We've extended the scope of what can be transacted on in PEXA for a WA title: Title Types – Freehold (existing), Community Title, Crown, Leasehold Strata, Leasehold Survey-Strata, Strata, Strata Plan, Subsidiary Title for Leasehold Purposes Estate Types – Fee simple (existing), Crown Land, Leasehold Sub Jurisdictions – Western Australia (existing) Party Capacity Types – Executor, Administrator, Trustee in Bankruptcy. (Note: Party Capacity cannot currently be used in WA Transfers). The WA Land Titles screen will be updated to display the following additional information:     (Referencing PEXA LS2-7489)   Display of Other Interests (WA) As part of Registry Information Supply, WA Land Registry will now provide PEXA with more Interests in Land. PEXA will display these under the Other Interests section of the Land Titles screen for the member's view.     (Referencing PEXA LS2-7490)   Updates to the Model Participation Rules extended to WA Updates to the Model Participation Rules (MPR), defined by ARNECC, have been extended to WA documents. This update includes the recognition of an agent (i.e.: administrator or attorney) transacting on behalf of a client. When a Subscriber navigates to the Document Signing screen, they’ll see the updated certifications for the document: Previous: The Certifier has taken reasonable steps to verify the identity of the [transacting party]. Updated: The Certifier has taken reasonable steps to verify the identity of the [transacting party] or his, her or its administrator or attorney. Subscribers are required to comply with the MPR made by the Registrar. By signing the documents, the Subscriber certifies that they comply with their obligations, as stated in the MPR.     As of R11.1.0, all jurisdictions, except NSW, have adopted this updated certification.   For more information, see here.   (Referencing PEXA LS3)   Removal of QLD Compliance Data fields from a QLD Transfer As part of our continuous improvement, we have removed non-essential fields from a QLD Transfer: GST Amount (if known) Market Value (appears if Transfer is Non-Monetary or Parties are marked as being related) Valuer Name (appears when Market Value is visible) Valuer Licence Number (displays when Market Value is visible) Were all Transferees named in the Contract/Agreement? Transferees not named in the Contract / Agreement (appears when 'Named in Contract / Agreement is set to 'No') Business Goodwill Component, if applicable Business Intellectual Property Component, if applicable Goods component, if applicable Is this Purchase a Terms Sale?   Screenshot highlighting the fields removed:     Screenshot showing the new form:   (Referencing PEXA LS4-5130)   Extended scope of Part Tenancy Transfers (NSW) PEXA has worked closely with NSW Land Registry Services and State Revenue Office to open up Joint Tenancy titles for use in a PEXA Part Tenancy Transfer. When a title's proprietors have a Tenancy Type of Joint Tenants, ALL Proprietors must be included as Transferors and represented in the Workspace. This requirement has been added to prevent a Transfer that might attempt to 'Sever the Joint Tenancy'. Proprietors on Title can then be re-selected to be used as Transferees, as required.     This change allows the following scenarios to be completed in PEXA using a Part Tenancy Transfer: Joint Tenant – Sole Joint Tenant – Joint Tenant Joint Tenant – Tenant in Common   (Referencing PEXA LS2 – 9293)   New attachment type: Mortgage (WA) As of this release, the following attachment type that can be attached to a WA Mortgage: Consent letter   (Referencing PEXA LS4 – 5521)   New attachment types: Transfer (WA) As of this release, the following attachment types that can be attached to a WA Transfer include: Change of name certificate Citizenship certificate Consent letter Court Order Deed Easement Detail Marriage certificate Other Paid Duty Certificate Restrictive Covenant detail Sketch State Administrative Tribunal Statutory Declaration Terms and Conditions   (Referencing PEXA LS4 – 5521)   ... View more

  Published: 12 November 2019 Jurisdiction: SA Additional Resources: Help Card   Overview You can lodge a Surrender of Lease or Underlease in PEXA.   A Surrender of Lease available to land titles of any tenancy type and requires both the lessor and lessee to be represented in the Workspace. A Surrender of Lease / Underlease may be applied over a Whole or Part of the lease. If the Lease being surrendered is subject to an Underlease, then the Underlease will be preserved and become a Lease. Who can lodge? Subscribers in the role of Proprietor on Title, Incoming Proprietor, and To Deal with an Interest can lodge a Surrender of Lease or Underlease either: As a standalone document Together with a Transfer A Surrender of Lease/ Underlease may be applied: As a partial surrender As a full surrender If you surrender multiple Leases within the same Lodgement Case, please ensure that only one Surrender of Lease document is created for each Lease or Underlease. You cannot create one Surrender of Lease document for multiple Leases or Underleases. Are supporting documents required? Supporting documents are required when lodging a Surrender of Lease or Underlease in PEXA. If there is a mortgage or encumbrance over the lease or land, then a consent from the mortgagee or encumbrancee must be attached to the Surrender of Lease or Underlease. To determine which supporting documents are required, please refer to the 'Jessups Lands Titles Office Forms and Practice' guide. Dealing with name justifications In the state of South Australia, when the Proprietor on Title (who is remaining on title) has a current name that is different from the name that is registered on title, then an ‘Application to Note Change of Name’ must be lodged in paper through Land Services SA to update the Register before the following Document Types can be lodged electronically: Lease Underlease Surrender of Lease/Underlease Part Tenancy Transfer For more information, please visit the Land Services SA website on how to lodge an ‘Application to Note Change of Name’.     Steps Prerequisites Ensure that the current name of the Proprietor on Title is the same name registered on title, otherwise you are required to complete and lodge an 'Application to Note Change of Name' with Land Services SA first. Instructions These instructions assume you're creating a new Workspace in PEXA. If you've accepted an invitation to the Workspace, then skip to Step 3. Create a Workspace with the following settings: Representative role: Proprietor on Title–If you're representing the current proprietor, Incoming Proprietor–If you're representing the new proprietors being transfered onto a title, or To deal with an Interest–For any other role in the Surrender of Lease/Underlease. Note: If you represent both parties, you must add the other role in Workspace Settings, then for each party, continue with the steps relevant for your role. Financial Settlement Required? Select Yes because stamp duty must be assessed. Complete the other fields as required. Review the Land Title: Check the details returned from the Land Registry. Represent all lessors in the Lease/Underlease: Depending on your role in the Workspace, you’ll represent the party in your respective role.  Navigate to the Participant screen, click Edit next to the lessor whom you represent. Complete the Party Details. Save the changes. Repeat this step for all lessors whom you represent. Note: All lessors in the Lease / Underlease must be represented. Represent the lessee as Interest Holder: Now it's time to represent the lessee in the role of To deal with an Interest. If you don't represent the lessee, then invite the party's representative into the Workspace in the role of To deal with an Interest. On the Participants screen, click Invite Participant. In the Participants field, start typing the name of the practitioner representing the lessee and select their name from the drop-down list. If their name doesn't appear in the list, you can 'invite them to connect' via the on-screen link. For the Role, select To deal with an Interest. Click Send Invitations. An invitation will be sent to the participant.  Wait for the participant to: Accept the invitation via Invitations. Edit and represent the lessee party as Interest Holder. If you also represent the lessee then ensure you're in the role of To deal with an Interest to represent the lessee in the Workspace. If you're in another Workspace role, then switch roles now. In the role of To deal with an Interest, select Edit next to the lessee you represent. Complete the Party Details. Save the changes. Create a Surrender of Lease document: The Surrender of Lease document is created by the lessor. Navigate to Documents > Create Document > Surrender of Lease. Complete the following fields on the Surrender of Lease screen: Titles For each land title, specify whether the lease that was originally registered applies to a Whole or Part of the land. The Extent must match the extent of the lease registered on title. For Interest Affected, select the Lease or Underlease on title. This is the lease/underlease you wish to surrender. Lessor Details This section auto-populates with the details of the represented lessor. You must enter an address for each lessor. Lessee Details This section auto-populates with the details of the represented lessee. You must enter an address for each lessee. Surrender Details Specify the details of the surrender. Is the Whole of the Land in the Lease being surrendered: Yes–If the Whole lease is being surrendered, then you need to enter only the Consideration Amount. No–If only Part of the lease is being surrendered, then you need to enter either the Consideration Amount or Consideration Details. Consideration Amount: Enter the consideration amount. Consideration Detail: Enter some text to describe the scope of the surrender. Describe only what is being surrendered. Save the Surrender of Lease document. Note: Multiple Surrenders of Lease can be created in the same Workspace. If there is more than one Surrender of Lease, then repeat this step for each surrender required. Upload and attach supporting files: Upload supporting files and attach it to the Surrender of Lease document. If applicable, attach a Consent signed by both the lessor and the lessee. To determine which supporting documents are required, please refer to the 'Jessups Lands Titles Office Forms and Practice' guide. If you are the lessor, navigate to Files > Upload Files. Upload the file: Browse for the file. Under Land Registry Attachment File, select Consent. Complete the other fields as required. Click Upload. From the Action column, select Attach to attach the file to the Surrender of Lease. Enter stamp duty details: It is the lessor's responsibility to prepare the duty assessment. After completing duty assessment in RevenueSA, navigate to the Stamp Duty screen and click Enter Duty Information. Complete your stamp duty. Click Save. View, sign, and lodge the documents: Once the Surrender of Lease or Underlease is Prepared and Successful, select View from the Action column to view a render of this document. Click Back to return to the Documents screen. Click Sign to sign the Lodgement instructions, Surrender of Lease / Underlease, and if applicable, Transfer. Note: The Surrender of Lease must be signed by both the lessor and lessee. The Lodgement Instruction is signed by the lodging party. Complete Financial Settlement Schedule: Navigate to the Financial Settlement screen. Enter the Destination funds: Select the Destinations or Payments and Adjustments tab. Click Add Destinations. Complete the destination details then Save the changes. Enter the Source funds: Complete this step only if you are providing source funds, otherwise skip this step. Select the Source or Source Funds tab. Click Add Source. Complete the details then Save the changes. Click Verify Funds. Click Authorise Funds. Select Sign to digitally sign the settlement schedule. Results You have submitted a Surrender of Lease for lodgement. All parties need to sign the Financial Settlement Schedule. Make sure the status of the Workspace is Ready on the day of settlement.         Related Topics Lease (SA) Lease (NSW)   ... View more

  Published: 12 November 2019 Jurisdiction: SA Additional Resources: Help Card   Overview PEXA now supports the electronic lodgement of Leases in South Australia.  A Lease enables the representatives of the Lessor and the Lessee to prepare, sign and lodge a Lease or Underlease over Whole or Part of the land in a title. Who can lodge? A Lease or Underlease may be lodged by the Proprietor on Title or by the lessee of a Lease or Underlease. In the case where a Transfer is involved, then the Incoming Proprietor may lodge a Lease. Supported scenarios A Lease may be lodged in the following scenarios:   As a standalone document, In combination with other documents such as a Transfer of Land or Mortgage and Discharges, In a series with other Leases (i.e. consecutive leases), except on a Lease or Underlease not yet registered. Is supporting document required? Supporting document may be required when lodging a Lease in SA. If there is a mortgage or encumbrance over the lease or land, then a Consent from the mortgagee or encumbrancee may need to be attached. To determine if supporting documents are required, please refer to the ' Jessups Lands Title Office Forms and Practice' guide. Dealing with name justifications In the state of South Australia, when the Proprietor on Title (who is remaining on title) has a current name that is different from the name that is registered on title, then an ‘Application to Note Change of Name’ must be lodged in paper through Land Services SA to update the Register before the following Document Types can be lodged electronically: Lease Underlease Surrender of Lease/Underlease Part Tenancy Transfer For more information, please visit the Land Services SA website on how to lodge an ‘Application to Note Change of Name’.     Steps Prerequisites Ensure that the current name of the Proprietor on Title is the same name registered on title, otherwise you are required to complete and lodge an 'Application to Note Change of Name' with Land Services SA first. Instructions These instructions assume you're creating a new Workspace in PEXA. If you've accepted an invitation to the Workspace, then skip to Step 3. Create a Workspace with the following settings: Representative role: Proprietor on Title–If lodging as the lessor in a standalone Lease, Incoming Proprietor–If lodging as the lessor in a Transfer, or To deal with an Interest–If lodging as the lessor for an Underlease or when representing a lessee. Note: If you represent both parties, you must add the other role in Workspace Settings, then for each party, continue with the steps relevant for your role. Financial Settlement Required? Yes–If lodging together with a Transfer. No–If lodging as a standalone Lease. Complete the other fields as required. Review the Land Title: Check the details returned from the Land Registry. Represent all lessors in the Lease/Underlease: Navigate to the Participant screen and click Edit next to the lessor whom you represent. Complete the Party Details. Save the changes. Repeat this step for all lessors whom you represent. Note: All lessors in the applicable Lease / Underlease must be represented. Represent the lessee as Interest Holder: Now it's time to represent the lessee in the role of To deal with an Interest. If you don't represent the lessee, then invite the party's representative into the Workspace in the role of To deal with an Interest. On the Participants screen, click Invite Participant. In the Participants field, start typing the name of the practitioner representing the lessee and select their name from the drop-down list. If their name doesn't appear in the list, you can 'invite them to connect' via the on-screen link. For the Role, select To deal with an Interest. Click Send Invitations. An invitation will be sent to the participant.  Wait for the participant to: Accept the invitation via Invitations. Create and represent the lessee party. If you represent the lessee then ensure you're in the role of To deal with an Interest. If you're in another Workspace role, then switch roles now to add the lessee in to the Workspace. In the role of To deal with an Interest, click Create Party. Complete the Party Details. Save the changes. Create a Lease document: The Lease/Underlease document is created by the lessor when all parties have been represented. Navigate to Documents > Create Document > Lease. Complete the following fields on the Lease screen: Titles For each land title, specify whether the lease applies to a Whole or Part of the title: If the extent is Part then select Part - Land description or Part - Other description and add details  of the part of the land being leased. For Is this an Underlease: Select No if you are creating a Lease. Select Yes if you are creating an Underlease. For Interest Affected, select the applicable Lease/Underlease on title. Lessor Details This section auto-populates with the details of the represented lessor. You must enter an address for each lessor. Lessee Details This section auto-populates with the represented Lessees' details. You must enter an address for each lessee. Lease Details Specify the details of the lease. Field Field description Lease period Use the date picker on the calendar to specify the start and/ or end date for the lease. If either a start date or end date hasn’t been specified, then you must enter a text description describing the length of lease or lease expiry terms. Rights of renewal details Select Yes if a right to renew the lease has been granted. If you select Yes, you are required to enter a general text description describing the renewal. Rent details Enter a text description of the rent amount. Easement details Select Yes if easement has been granted as part of this lease agreement. If you select Yes, you are required to enter a general text description describing the easement. Standard terms Enter the dealing number (ID) of the memorandum instrument from the Land Registry. Attach file for Covenants Select the check box if you are attaching a PDF copy of the covenants Additional Covenants Additional Covenants is required if attaching a PDF copy of the covenants, you must upload and attach the Covenants to the Lease. Development Act Statement Specify if a Development Act Statement is applicable. Save the Lease document. Note: Multiple leases can be created in the same Workspace. If there is more than one lease, then repeat this step for each lease required. Upload and attach supporting files: Upload supporting files and attach it to the Lease document. If there is a mortgage or encumbrance over the lease or land, then a consent from the mortgagee or encumbrancee must be attached to the Lease or Underlease. In the role representing the lessor, navigate to Files > Upload Files. Upload the file: Browse for the file. Under Land Registry Attachment File, select Consents/Covenants to attach consents or covenants. Click Upload. From the Action column, select Attach to attach the file to the Lease. View, sign, and lodge the documents: Once the Lease or Underlease is Prepared and Successful, select View to view a render of this document. Click Back to return to the Documents screen. Click Sign to sign the Lodgement instructions, Lease / Underlease, and if applicable, a Transfer. Note: The Lease must be signed by both the lessor and lessee. The Lodgement Instruction is signed by the Responsible Subscriber. Click Submit for Lodgement. Results You have submitted a Lease.        Related Topics Surrender of Lease (SA) Lease (NSW)       ... View more

Updated: 3 February 2020 Jurisdiction: QLD Additional Resources: Help Card   Overview The Transmission application, also known as Application by Personal Representative, is now available in PEXA to QLD Subscribers. If a Sole Proprietor on a property passes away, then a Transmission application can be lodged to appoint a legal representative to an estate. This allows the party or organisation appointed in the capacity of Personal Representative to deal with the Estate.   A Transmission application (QLD) can be lodged: As a standalone with or without financial settlement, or In combination with other documents in the Workspace, except a Transfer. In instances where a Transfer is required, you must first lodge and register the Transmission application, and then create a new Workspace to lodge and register a Transfer. Note: Please ensure you have obtained the Probate before completing this transaction in PEXA. Click here to visit the Land Registry page for more information.   Steps Prerequisites Where a Transmission is required to be lodged over multiple titles, the tenancy type and names on title must be the same on all titles. A name justification can be completed in PEXA for the deceased proprietor if required. Instructions Create a Workspace with the following settings: Representative role: Incoming Proprietor Complete the other fields as required. Review the Land Title: Check that the tenancy type is Sole Proprietor. Check the other land title details returned from the Land Registry. Register the Proprietor on Title as deceased: Navigate to the Participants Click Edit Party next to the deceased party’s name. For Representation, select The Proprietor is deceased. Add details of death:  Click Add Details of Death. Enter the Date of death. Save the changes. Create the Legal Personal Representative: Navigate to the Participants screen and then click Create Party. For Role, ensure Incoming Proprietor is selected. Under Party Details complete the Legal Personal Representative’s details: Enter their name, date of birth, and address For Party Capacity to be recorded on Title, select Personal Representative. Save the changes. Create a Transmission document: Navigate to Documents > Create Document > Transmission. By default, the Applicant’s Details is pre-populated with the party you created in Step 4. The Tenancy section is pre-populated with details of the deceased. Ensure that Details of Death are correct. Select Edit Details of death to amend the details if necessary Add one Evidence Type: Select an Evidence Type. Enter the Evidence Details required for the selected Evidence Type. Click Save. View, sign, and lodge the documents: Once the Transmission Application has a Prepared and Successful status, from the Action column, select View to view a render of this document. Go Back to the Documents screen to sign and lodge the Transmission.     Related topics Transfer articles Transmission (VIC) Transmission (NSW)     ... View more

PEXA is pleased to present a maintenance release of the PEXA System, Release 11.0.1, scheduled for business go live  09 December 2019 .   UPDATE: There is no expected outage during the rollout of this release.   Key Highlights Corrective Payments notifications (Updated 9 December 2019–Added link to article) FRCGW category visibility System Status footer link (Added 18 November 2019) Lifting some restrictions on conversations between certain roles (Added 18 November 2019) Enhancement to Participation Request to display Financial Institution–PEXA Projects (Added 02 December 2019)   Corrective Payments notifications We’ve enhanced the Corrective Payments feature to now include the ability for users to receive email notifications, even when logged out of PEXA. Corrective Payments notification is an opt-in / opt-out feature which is available when a user has corrective payment permission. Upon release, users will have this feature enabled by default. Whenever a new corrective payment is identified in the Workspace for a subscriber, they’ll receive a single email to inform them that they are required to action a pending corrective payment in the Workspace. Only users who have Corrective Payments Notifications enabled will receive the email notification. In addition to the email notification enhancement, we’ve also reordered the Corrective Payments menu link so that it sits higher on the menu. For information on how to set up corrective payment notifications, refer to the Corrective Payments help article.     (Referencing PEXA SETT-8278)   FRCGW category visibility To ensure trust and accuracy within the platform, and reduce manual data entry, we’ve made the Foreign Resident Capital Gains Withholding (FRCGW) details visible to all parties. When adding a Destination for a Foreign Resident Capital Gains Withholding (FRCGW), the account particulars are now visible to all parties in a Workspace.     (Referencing PEXA SETT-8594)   System Status footer link To give members a quick and easy way access to the new Status Page dashboard, we’ve added a new link to the PEXA Exchange footer. When logged in to PEXA Exchange, simply scroll down to the footer section and click the System Status link. Upon clicking, the System Status page opens in a new tab.     (Referencing PEXA UI-397)   Lifting some restrictions on conversations between certain roles In release 11.0.0, we applied some restrictions to users in specific roles when using the Conversations tool. The restriction was intended to protect sensitive information; however, feedback received highlighted that conversations between specific roles is required in certain transactions. In this release, we’ll be updating the restriction so that you’ll be able to send conversations to the relevant Participant when you are completing transactions such as Survivorships, Transmissions, and Part Tenancy Transfers. The representative of the Proprietor on Title can send conversations to the Incoming Mortgagee (where there is no Incoming Proprietor in the Workspace). The representative of the Incoming Proprietor can send conversations to the Mortgage on Title (where there is no Incoming Mortgagee in the Workspace).   (Referencing PEXA FS-6079)   Enhancement to Participation Request to display Financial Institution–PEXA Projects We’ve updated the Participation Request (PR) functionality so that upon acceptance of a PR request, the legal entity name of a Financial Institution instead of its business name is displayed in the Workspace.   (Referencing PEXA NIK-2237)   ... View more