About SallyKite

Hello @WFBall7   If the settlement has taken place and you now have to lodge your stand-alone transfer you will be required to lodge via. PEXA. Please open a workspace as an Incoming Proprietor (Purchaser) as I assume you are as you hold title, if you are not you would open the workspace as a Proprietor on title (Vendor). You will need to mark YES for financial settlement as the workspace involves a transfer. The paper transfer you hold will not be able to be lodged if stand-alone and an ORG Waiver does not apply (circular available on ORG website to clarify) Once you nominate a settlement date and time and you open the workspace you must invite the other side into the matter (from the Participants screen). If the other side is the Vendor you must return the CT to them to create the Consent required along with signing the generated Transfer in PEXA. You must do this in order to lodge the Transfer with the LRS via PEXA. The CT must be in possession of the Vendor's practitioner as they need to prove they have the Right to Deal when creating the Consent document, this evidence is proven, by entering the CAC into PEXA, located on the CT. They then must retain this on file for 7 years and have this available if ever audited by the ORG. You will need to create and complete the transfer, lodgement instructions and ENOS in the workspace and fill in the particular party details associated with the documents/ transaction. You will need to ensure Stamp Duty has been paid and the OSR reference number (located on Notice of Assessment) is entered into the workspace to move your Transfer to prepared status. Please make sure before you sign and lodge anything both practitioners have completed a Client Authorisation Form (CAF) with their client as this must be retained on file for 7 years, along with the CT - please visit www.arnecc.gov.au to find this form.  You will also need to allow for the lodgement fees and PEXA fee to be available in your trust account and the other side will also be required to have the PEXA fee available in their trust account, also. I hope this helps, please feel free to email or call our Support team and request for a PEXA Direct Specialist to call you or come to your office to assist with the completion of this matter. Kind Regards, @SallyKite         ... View more

Hello @ConveyancingDepartment ,   In NSW, the requirement for ADI's (Authorised Deposit Taking Institutions) to lodge stand alone discharges via PEXA came into effect for discharges signed on or after the 1st March 2017. If you intend to settle on PEXA and you hold a NSW title and discharge signed before the 1st March 2017, you will need to send the title, discharge and cheque into the LRS so they can discharge this and send you a new CT (so you can create consent doc with CAC) before settling on PEXA. There’s been cases where a bank has been invited into the workspace to create the discharge however due to the bank no longer holding the title they will usually request the original title be surrendered at a bank. Please let me know if you do not have a Specialist assigned to your firm and I can assist with assigning one to help you further, in house or over the phone?    Kind Regards, Sally  State Manager, PEXA Direct ... View more

Hello @MVBS   Thanks @Ames , I can confirm that in NSW the EDR assessment can be completed by the practitioner direct or they can use an agent.   If using an agent the Lodgement Case ID found in PEXA must be provided to the agent along with any additional evidence they require (please clarify this with agent direct). The ID is located on the Stamp Duty screen in PEXA. The agent will then return the OSR Transaction/Reference ID to the prac to enter back into PEXA, moving the Transfer of Land to "prepared" status.   @MVBS If you require further assistance from one of our Specialists (they can provide transactional help over the phone or face to face) please let me know and I am more than happy to arrange. Contact me via private message.   Cheers, Sally      ... View more

Great work GMS    ... View more

Please find two links below to assist you with understanding the intro of the National Verification of Identity Framework to paper conveyancing ; 1 - LPI Circular that was released in April 2016. This explains the introduction of VOI to paper conveyancing. 2-  VOI Guidance notes available on the ARNECC website, explaining the National Framework.   LPI Circular   ARNECC - VOI Guidance Notes   Cheers Sally ... View more