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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, Some or all surviving Joint Tenants can 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. Refinance or new mortgage: Incoming Mortgagee–if representing the registered proprietor on title in a refinance or new mortgage. 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

PEXA is pleased to present a major release of the PEXA System, Release 11.0.0, scheduled for business go live 11 November 2019.   UPDATE: There is no expected outage during the rollout of this release.   Key Highlights New document: Transmission (QLD) (Updated 21 October 2019) New document: Lease / Underlease (SA) (Updated 21 October 2019) New document: Surrender of Lease / Underlease (SA) (Updated 21 October 2019) Introducing a status page to PEXA (Updated 7 November 2019) Other Highlights Updates to PEXA's automated conversations (Carmen’s Solution) Updates to conversations between certain roles to protect privacy (Katrina's Solution) Defaulting values for efficiency Extending the BPAY category to Representative Subscribers Removed the cog icon for better efficiency Fixed the Update Party task Extended archiving period for PEXA Projects Workspaces Documents must be removed before land titles can be removed Updates to the Lodgement Instructions' Issuing Instructions (VIC) (Updated 9 December, 2019) Changes to Form 24A & 24B (QLD) (Added 15 October, 2019) Ability to select multiple items from a drop-down list (Updated 25 October, 2019) Removed compliance data fields from a Transfer form (NSW) (Added 21 October, 2019) Press Enter to trigger land title verification (Added 25 October, 2019) Further activation of additional Residual Documents (VIC) (Added 6 November, 2019)   New document: Transmission (QLD) The Transmission application is now available in PEXA to QLD Subscribers. If a Sole Proprietor on a property title passes away, then a Transmission application should be lodged to appoint a legal representative to an estate. This allows the party or organisation appointed in the capacity of Personal Representative to obtain ownership of the title to deal with the Estate. A Transmission application (QLD) can be lodged: As a standalone without financial settlement, or In combination with other documents in the Workspace, except a Transfer*: Transmission with a Discharge of Mortgage Transmission with a Withdrawal of Caveat Transmission with a Mortgage Transmission with a Caveat Transmission with a Sole Proprietor with two or more titles Note: For multiple titles, the tenancy on title must be the same sole Proprietor on Title. Transmission with a Different Evidence Jurisdiction * 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. In QLD, you are not required to submit supporting documents when lodging Transmission Applications in PEXA, however, ensure that you are in possession of the correct documentation. As of Release 11.0.0, PEXA supports the lodgement of the Transmission document in NSW, QLD, SA, and VIC.   (Referencing PEXA LS-8630)   New document: Lease / Underlease (SA) PEXA now supports the electronic lodgement of Leases in South Australia. A Lease in PEXA enables the representatives of the Lessor and the Lessee to prepare, sign and lodge a SA Lease or Underlease over Whole or Part of the land in a title. Who can lodge? Users in the role of Incoming Proprietor, Proprietor on Title or To Deal with an Interest can lodge a Lease in SA. Supported scenarios A Lease (SA) can be lodged: 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. Supporting documents are optional 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.   Note: In the state of South Australia, when the Proprietor 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 For more information, please visit the Land Services SA website on how to lodge an ‘Application to Note Change of Name’.   (Referencing PEXA LS3-2414)   New document: Surrender of Lease / Underlease (SA) In addition to Lease documents, PEXA is also introducing the ability to lodge a Surrender of Lease in SA. A Surrender of Lease is used to mutually end a lease or underlease agreement early. It’s available to land titles of any tenancy type and requires the consent of both the Lessor and Lessee, and may be applied over a Whole or Part of the land in a title. 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 in SA in the following scenarios: As a standalone document Together with a Transfer 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/Underlease. You cannot create a Surrender of Lease document for multiple Leases/Underleases. Supporting documents are required in PEXA to lodge a Surrender of Lease. If there is a mortgage or encumbrance over the lease or land, then a consent from the mortgagee or encumbrancee must be attached to surrender the lease.   Note: In the state of South Australia, when the Proprietor 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: Surrender of Lease Surrender of Underlease For more information, please visit the Land Services SA website on how to lodge an ‘Application to Note Change of Name’. * If the Lease being surrendered is subject to an Underlease, then the Underlease will be preserved and become a Lease.     (Referencing PEXA LS3-2414)   Introducing a status page to PEXA One of the highlights of Release 11 is the launch of our new System Status page. PEXA, together with our industry partners, endeavours to provide you with a seamless settlement experience. As part of this, we want members to have easy-to-access visibility of the network’s current status, availability and outages. On the System Status page, incident communications are hosted above a table indicating the availability of network services for each of our active e-Conveyancing jurisdictions. A screenshot can be found below which outlines the page’s format. For more information, you can refer to our Community post and FAQS here.         (Referencing PEXA)   Updates to PEXA's automated conversations (Carmen's Solution) At PEXA, we love to receive feedback from members so that we can continually improve our products and services to you. In this release, we’ve taken up a suggestion made by Carmen from Bankwest, which we’ve dubbed as ‘Carmen’s Solution’. Thanks Carmen, this one’s thanks to you! As a way to close the conversation loop between participants on discussions that are no longer relevant in the Workspace, we have removed the ability for Subscribers to respond to auto-generated messages in Conversations. These messages are sent as a courtesy to notify all Workspace participants whenever any of the following occurs: A participant withdraws from the Workspace, A settlement date is added to a Workspace, or The settlement date and time has changed. If you receive an auto-generated message and wish to discuss the matter further, simply send a conversation to the relevant Workspace participant to start a new thread.   (Referencing PEXA FS-5807)   Updates to conversations between certain roles to protect privacy (Katrina's Solution) We’ve received feedback (special thanks to Katrina from Eureka Conveyancing for this suggestion!) that it is essential to protect sensitive information by restricting conversations that occur between specific roles in a Workspace. Going forward, we’ve restricted conversations between these roles: Incoming Proprietor’s representative and Mortgagee on Title, and vice versa, and Proprietor on Title’s representative and Incoming Mortgagee, and vice versa. By restricting conversations between these roles, it ensures that sensitive information, such as bank account details, is not shared amongst Workspace participants who do not require this information.     (Referencing PEXA FS-5067)   Defaulting values for efficiency We continue to make improvements by defaulting fields where possible to save you time and clicks. In this release, we have defaulted the I Represent this Party radio buttons when editing the Proprietor on Title and Caveator on Title parties.   (Referencing PEXA FS-5451, FS-5450) Extending the BPAY category to Representative Subscribers Representative Subscribers can now benefit from the new destination category, Other (BPAY), which was initially introduced to Principal Non-FIs in Release 10.1.1. The BPAY category enables Representative Subscribers in the role of Caveator on Title, Incoming Proprietor, or Proprietor on Title to make BPAY payments without the need to associate it with any Subscriber. When this option is selected, the BPAY payment details for this line item is not displayed to other roles or Subscribers in the Workspace. The details are visible only to the Subscriber role who created the line item. By selecting this option, it allows for BPAY payment details to remain discreet in a transaction where an associated subscriber is not required to sign off on.   (Referencing PEXA SETT-8212)   Removed the cog icon for better efficiency We are always looking at ways to make transacting in PEXA more efficient and to reduce the amount of time it takes to complete a transaction. One of the ways we have done this is by removing the cog icon from the Participants and Documents screens, so we can show the action instead. With the cog item removed, you’ll be able to see what immediate action is available for this item instead of having to click through to find it under a cog. Some actions will display an arrow beside it to indicate that more options are available. Click on the arrow to reveal all possible actions for this item.           (Referencing PEXA FS-5596, FS-5589, FS-5438, FS-5436, FS-5638, FS-5534) Fixed the Update Party task We received feedback that the Update Party task was not always displaying for the Proprietor on Title. We have now fixed this issue. It’s important to remember to complete all mandatory party information for the Proprietor on Title, such as Date of Birth (for individuals) and ABN/ACN details (for organisations), as this is required for the Transfer.   (Referencing PEXA FS-5631) Extended archiving period for PEXA Projects Workspaces We have extended the archiving period from 120 days to 365 days for Workspaces issued with a child title created via PEXA Projects. This means Workspaces created in PEXA Projects are available in PEXA Exchange on the Active dashboard for longer, giving you more time to access them. Note: The extended archiving applies only to Project Workspaces that contain a child title that has been converted from Parent to Child. After 365 days of inactivity, the Workspace will be moved to the Abandoned dashboard.   (Referencing PEXA FS-5244)   Documents must be removed before land titles can be removed To ensure Subscribers are not accidentally removing land titles from a Workspace, we have restricted the removal of land titles from the Land Titles screen until their associated documents are first removed by the relevant Workspace participant. After the document that the land title is referenced in is removed from the Workspace, then can the land title be removed.     (Referencing PEXA FS-5238)   Updates to the Lodgement Instructions issuing instructions (VIC)   UPDATE: 9 December 2019 Due to feedback from members and from the Land Registry, we have reverted this change back to its original state with the default state being "Electronic".   To ensure that mistakes are not made, we have updated the Issuing Instructions within the Lodgement Instructions. The Format option now defaults to ‘Please select’ rather than ‘Electronic’.   This update applies to VIC Transfer Workspaces.   (Referencing PEXA FS-5238)   Changes to Form 24A and 24B (QLD) To make it easier for Subscribers to transact in a QLD Transfer Workspace, we’re now allowing representatives of the following parties the ability to view the Form 24 (after the document moves to a Prepared status): Incoming Proprietor's representative can view Form 24B Proprietor on Title's representative can view Form 24A This means that the representatives can view the entire document from their Workspace rather than taking screenshots and then sending them to each other.     (Referencing PEXA FS-5661)   Ability to select multiple items from a drop-down list To stay on top of design and technology changes, we have applied a software upgrade. You'll see the change when you to select multiple items from a drop-down list (for example: land titles, parties). Upon selection of a land title or party from a drop-down list, the selected entry will now be highlighted and remain displayed instead of being removed from the list. This enables you to view a list of al entries from the drop-down, whether or not they’ve been selected. To select multiple items, hold down the CTRL (Windows) or COMMAND (Mac) key and use your mouse to click on multiple entries.     Example Land Titles field before any entries are selected   Land Titles field after some titles have been selected     (Referencing PEXA UI-312)   Removed compliance data fields from a Transfer form (NSW) Previously, Subscribers were given the option to provide compliance data when selecting a Consideration type in a NSW Transfer. After further discussions with the NSW State Revenue Office (SRO), they have agreed to remove the compliance data fields as these fields are optional and are used to provide additional information to the SRO. From this release, the following compliance data fields are removed: All Non-Monetary Consideration options Are the transferor and transferee related or associated at the date of the transfer? Market Value Valuer Name Valuer Licence Number Were all Transferees named in the Contract / Agreement? Is this Purchase a Terms Sale?   With Monetary Consideration Business Goodwill component (if applicable) Business Intellectual Property component (if applicable) Goods component (if applicable) Contract Rebate Amount (if applicable) Are the transferor and transferee related or associated at the date of the transfer? Were all Transferees named in the Contract / Agreement? Is this Purchase a Terms Sale?     (Referencing PEXA LS-8842)   Press Enter to Trigger land title verification When creating a Workspace, you can now press Enter on your keyboard after entering the land title to trigger the land title verification (LTRV). This is an alternative to using your mouse to click on the Validate button.   (Referencing PEXA UI-246)   Further activation of additional Residual Documents (VIC) From Monday 11 November 2019, the following Victorian residual documents are available in PEXA: ACTION - APPLICATION - REMOVE CAVEAT Transfer of Land Act - section 89A ACTION - NOTICE - ABANDONMENT Transfer of Land Act - section 89A CHANGE PROPRIETORSHIP - ACQUISITION BY ACQUIRING AUTHORITY Transfer of Land Act - section 54 CHANGE PROPRIETORSHIP - FORECLOSURE BY MORTGAGEE Transfer of Land Act - section 79 CHANGE PROPRIETORSHIP - TRANSFER OF EASEMENT Transfer of Land Act - section 45 CHANGE PROPRIETORSHIP - TRANSMISSION BY TRUSTEE IN BANKRUPTCY Transfer of Land Act - section 51 CHANGE PROPRIETORSHIP - VESTING - ACT OR COURT ORDER Transfer of Land Act - section 59 CHANGE PROPRIETORSHIP - VESTING - COMPLETED PURCHASE Transfer of Land Act - section 47 CHANGE PROPRIETORSHIP - VESTING - ROMAN CATHOLIC TRUSTS Roman Catholic Trusts Act - section 10 CHANGE PROPRIETORSHIP - VESTING - SUCCESSOR AT LAW Transfer of Land Act - section 59A CHANGE PROPRIETORSHIP - VESTING - TRUST Transfer of Land Act - section 58 CHANGE PROPRIETORSHIP - VESTING - UNITING CHURCH Uniting Church Act - section 23 RECORD - ANNUITY CHARGE Transfer of Land Act - section 74 RECORD - CREATION - FOREST CARBON RIGHT Climate Change Act - section 57 RECORD - LEASE Transfer of Land Act - section 66 RECORD - SUB-LEASE Transfer of Land Act - section 71 RECORD - TRANSFER - FOREST CARBON RIGHT Transfer of Land Act - section 45 REMOVE - EASEMENT - SURRENDER Transfer of Land Act - section 45 REMOVE - LEASE - SURRENDER Transfer of Land Act - section 69 VARY - ANNUITY CHARGE Transfer of Land Act - section 75A VARY - LEASE Transfer of Land Act - section 67A VARY - MORTGAGE Transfer of Land Act - section 75A (Referencing PEXA LS1)   ... 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Published: 11 September 2019 Jurisdiction: ALL   Overview This article shows you how to complete a transfer where the tenancy is Tenants in Common with a Joint Tenant inter-se.       Steps Important: In R11.0.0, we're going to remove the Actions Cog button from the Participants and Documents screen. This affects the navigation path to select action items on these screens. We will update the help articles soon to reflect these changes. Pre-requisite: You have created a Workspace. Ensure all parties are correctly represented. Instructions: Create the Transfer document: Navigate to Document > Create Document > Transfer. All Proprietors on Title are listed as Transferors on the Transferor Details panel. On the Tenancy Details panel, select Tenants in Common as the Tenancy type. Select the action cog next to one of the parties who is to hold the title jointly, then select Remove. Select Cog > Add Joint Tenant for the party on screen who is to hold the title jointly. Note: A new row is created with the Share as Held jointly. In the row where the Share is Held jointly, click on the Please Select field and add the party who is to hold the share jointly. Note: Complete these steps for all parties who will hold the title jointly. Complete the remaining details in the Transfer. Save the changes. Results: You will now see all the parties listed as tenants in common with Held Jointly beside the tenants who will have joint tenancy.     Related Topics Transfer representing the purchaser (ALL STATES) Transfer representing the vendor (ALL STATES) Transfer Help Centre Articles   ... View more

This maintenance release of the PEXA system, Release 10.1.2, will focus on defects and therefore no notes will be published. Release 10.1.2 is scheduled for business go live 7 October 2019.   UPDATES: There is no expected outage during the rollout of this release (30 Spetember, 2019) Activation of Residual documents (4 October, 2019)   Activation of additional Residual Documents (VIC) From Monday 7 October 2019, four additional Victorian residual documents are available in PEXA: RECORD - JUDGEMENT DECREE ORDER OR PROCESS OF EXECUTION OF COURT Transfer of Land Act - section 52 RECORD - AGREEMENT - FORESTRY AND CARBON MANAGEMENT Climate Change Act - section 58 REMOVE – AGREEMENT Water Act - section 245 ACTION - APPLICATION - AMENDMENT BY COURT/VCAT ORDER Transfer of Land Act - section 103 In addition, the Application for Lost Title (Section 31) has been updated to now support lodgement by any parties (for example, Financial Institutions and parties who don't represent a Proprietor on Title): ACTION - APPLICATION - REPLACE LOST OR DESTROYED CERTIFICATE OF  TITLE Transfer of Land Act - section 31 ... View more

CUA have provided the following information and tips when completing a transfer as vendor or purchaser with them. Please let us know in the comments if this is helpful, and if there is further information you'd like added. CUA Phone Line – Settlements If there is an issue with a digital settlement and it is: Inconsistent with the checklist below;  Inconsistent with industry guidelines; OR It is an issue related to bank requirements for processing in the Workspace on day of settlement, Please call the settlements line number: CUA SETTLEMENTS LINE 133 282, opt 2, opt 2, opt 2. … all other queries are to be communicated via the PEXA Workspace.     Transfer - Sale (Mortgagee on Title) How to initiate a Sale Request Please provide or advise the client to complete the Discharge Authority – this document is to be provided to CUA via upload to the PEXA Workspace. The CUA Discharge Authority form is available on request from: CUA Branches The Members CUA Lender CUA 1300 767 539 Note: The Discharge Authority is required to be uploaded to the PEXA Workspace. Delays in settlement will occur if the Discharge Authority is not provided to the Files tab in the PEXA Workspace. It is critical that the tick box in PEXA is selected to notify when the Discharge Authority has been shared with CUA.   PEXA Invitation Request Please ensure the PEXA invitation is sent as early as possible or at least 15 days prior to settlement with the following: Loan Account number Borrower's name (if different from the Property owner) Completed Discharge Authority (if able) Note: Invitations without the above information or where settlement is set less than 15 days may impact settlement. If CUA is acting as ‘Mortgagee on Title’ and ‘Incoming Mortgagee’, please ensure two separate invitations are sent, one for each role.   Preferred Settlement times: (AEST/AEDT) 12pm – 2pm (Eastern States) 11am – 1pm (Central & Western States)   Document Creation and Settlement acceptance Once the Discharge Authority has been received please allow CUA 5 business-days to review – CUA will to confirm the correct discharge authority has been provided. Once reviewed, CUA will load the respective settlement documents and accept the settlement date/time. If CUA have accepted the settlement date/time and created the discharge of mortgage documents, a conversation is not required to confirm if we have received the Discharge Authority.   CUA Payout Process CUA cannot provide an indicative payout figure All payout figures are entered as final figures, reviewed and signed on the morning of settlement as close as possible to 10am (AEST/AEDT) in order to meet settlement times. CUA will send a conversation on the morning of settlement to advise of any delays. Please do not escalate unless final payouts are not in the PEXA Workspace post 10am the day of settlement.   Surplus Funds CUA’s preference will be for their member’s legal representative to manage all surplus funds, if this is not possible CUA will only be able to manage surplus funds if the member has provided a nominated account on the Discharge Authority.    Same Day Settlements CUA require a phone call via our Settlements Team for same day settlements to confirm if we can accommodate. Amending the settlement date and time in PEXA on day of settlement without confirmation from CUA can result in settlement delays   Withdrawing from PEXA Withdrawing from a Workspace to proceed with a paper settlement (where the jurisdiction permits) may cause further settlement delays. Please ensure a clear reason for the withdrawal is provided via the Conversation tool.     Transfer - Purchase (Incoming Mortgagee) How to initiate a Purchase request: Please ensure an invitation request has been sent as soon as possible or at least 15 days prior to settlement and all the relevant member information is provided upfront to avoid settlement delays.   Information required on a PEXA invitation When sending an invitation please include as much information about the member as possible. As a minimum include the following: Full name of the member/s Address of property Application number / reference number / account number Note: CUA will only accept an invitation if the member can be identified by CUA. Where we have identified the member but the above information is missing or incorrect, a further conversation will be sent in PEXA which may delay settlement.   Preferred Settlement times: (AEST/AEDT) 12pm – 2pm (Eastern States) 11am – 1pm (Central & Western States)   Transfer of Land (TOL) Please ensure the TOL document is prepared as soon as possible, preferably at the time of Workspace creation, or at least prior to executed loan documents being returned to CUA to avoid any delays to settlement   Progression of Workspace CUA will update Workspace participants by utilising the tick boxes on the Workspace Summary page, it is important to note the following re: progression of the loan and settlement. Loan Documents Sent, tick box – indicating CUA have reached Full Approval, Loan documents issued to member Loan Documents Received tick box – indicating CUA have received the signed loan documents and are beginning the 2-4 day certification process Settlement Date/Time accepted – indicating certification has been completed and all loan conditions have been met Note: If loan documents have been returned incorrectly a conversation will be issued to all Workspace participants it will be the CUA Lender/Broker’s responsibility to rectify any outstanding issues, once rectified the settlement date/time will be accepted.   Funds Available for Settlement CUA will update the source tab with loan funds available once ready to settle (post certification) –in all instances this will be 2-4 days after loan documents have been returned to CUA.   Total Funds Required for Settlement Please provide total funds required including all fees e.g. Registration fees, Solicitor fees for settlement as soon as possible or ideally 2 days prior to settlement.   CUA Loan Proceeds Loan Proceeds will be finalised and confirmed by CUA on the day of settlement.   Customer's equity required at settlement When loan documents are received and verified, CUA will note on the Settlement Summary screen in PEXA that we hold a member authority to debit customer's equity along with the last 4 digits of the account number – CUA will have an account for customer equity in all instances. Ensure the client has sufficient funds in their nominated account at least 48 hours prior to settlement to avoid settlement delays. CUA will update the members equity contribution on the morning of settlement prior to 10am providing total funds required for settlement have been provided.   Day of Settlement Please have your documents and your adjustments on the financial settlement schedule finalised and signed at least 4 hours before settlement. Any amendments made to the financial settlement schedule (post CUA or practitioner adjustments being signed) will result in CUA needing to reconfirm loan proceeds available which could cause settlement delays. Note: CUA will send a conversation on the morning of settlement to advise of any delays.   Same Day Settlements Home loans: CUA require a phone call via our call center 133 282, opt 2, opt 2, opt 2. for Same Day settlements to confirm if we can accommodate. Amending the settlement date and time in PEXA on day of settlement without confirmation from CUA can result in settlement delays.   ... View more