About JHLegal

I'll add to the call for change here.  We had to withdraw a Priority Notice at settlement (due to our error), so the fees for that were a line item fee in destinations funds.  For us to put those funds in from trust was technically a breach of our trust account obligations as the trust funds we held were not for that purpose.   There has to be a better way.   ... View more

Hello @JHLegal   You have a few options available to you within PEXA.   You can create a workspace as Incoming Proprietor, with the settlement date and time entered, and then create a priority notice. You can  lodge the priority notice and then use the same workspace to create and process the transfer transaction. For more details around a priority notice, please refer to this article.   Alternatively, if you wish to lodge a purchasers caveat, probably the simplest way is to create a lodge the caveat in it's own workspace. The transfer transaction would then be in a separate workspace.    If anyone has any further experience around this scenario, please feel free to add some additional commentary.   @JHLegal, please let us know if you require any further assistance and be sure to update us as to how you go.   Thanks Brett ... View more