Survivorship—with Transmission (SA) | Help Centre

[Saysa]

Last updated: 16 September 2021
Jurisdiction: SA
Additional Resources: Help Card, Walk Thru

Overview

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PEXA supports the electronic lodgement of a Survivorship followed by Transmission, known as Application to Register Death (all applicants deceased) in South Australia.

If all parties in a Joint Tenancy passes away, a Survivorship with Transmission application should be made to confirm the pre-deceased Proprietors and appoint the Executor/Administrator of the last deceased Proprietor. In PEXA, the last deceased Proprietor is known as the Primary Deceased.

Note: You are required to provide supporting documentation in PEXA to lodge a Transmission so please ensure that you are in possession of the correct documentation.

Note:

• If one or more Proprietors in a Joint Tenancy passes away and there is a surviving tenant remaining on title, please lodge a Standalone Survivorship instead.
• If a Sole Proprietor passes away, please lodge a Transmission instead.
• If you are lodging a Survivorship followed by a Transfer, click here.

Walk Thru

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• Select Walk Thru a Survivorship (SA) from the Help tab in PEXA then follow the on-screen prompts.

Steps

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1. Create the Workspace in with the following settings:
   
   • Jurisdiction: SA
   • Transaction Type: Other > Transmission
   • Role: Incoming Proprietor
     
     Important
   • For a standalone Transmission, select No to Financial Settlement required?.
   • For a Transmission lodged with a Transfer in the same Workspace, select Yes to Financial Settlement required? and Will this transaction involve a Transfer?.
2. Review the Land Title.
3. Confirm the Proprietors are deceased:
   
   1. Navigate to the Participants screen and select Edit Party against the deceased Proprietors.
   2. Select The Proprietor is Deceased.
   3. Click Add Details of Death and complete the details.
   4. Save the changes.
      The Proprietor now appears as deceased on the Participants screen.
   5. Repeat step 3 for all deceased Proprietors.
4. Represent the Executor/Administrator/Legal Personal Representative:
   1. On the Participants screen, click Create Party.
   2. Select I Represent this Party.
   3. Ensure the role of Incoming Proprietor is selected.
   4. Complete the required information for Party Details:
      • Name
      • Date of birth
      • Party Capacity to be recorded on Title
   5. Click Save.
5. Create a Survivorship document for each of the pre-deceased Proprietors (except for the last deceased):
1. Navigate to the Documents screen and then select Create Document > Survivorship.
2. Check the Land Title.
   • If there are multiple titles in the workspace, select the correct title.
   • If there is a single title, the title will be automatically populated.
3. Check the Deceased Proprietor Details:
   • The correct Proprietor is registered as deceased.
   • Their details of death are correct. To update their details of death, click Edit Details of Death.
4. Under Applicant Details, check that the surviving Proprietors' details are correct and complete.
5. Under Grantee Details, check that the Name, Party Capacity, and Address are correct.
6. Save the document.
7. Repeat Step 5 until a Survivorship document is created for all pre-deceased Proprietors (except for the last deceased).
6. Create the Transmission:
   The Transmission Application is created for the Proprietor who passed away last.
   
   1. On the Documents screen, select Create Documents > Transmission.
   2. Under Applicant Details, check that the correct Party Capacity is selected and the Address is correct.
   3. Under Tenancy, check that the details for the last deceased Proprietor are correct.
   4. Add Evidence Details:
      • The Evidence Type will populate automatically, depending on the Party Capacity entered.
      • Enter the Evidence Date.
      • If there are additional evidence types that support this transaction, add them by clicking Add Evidence.
   5. Save the Transmission.
7. Attach evidence to Transmission:
   You are required to attach supporting documentation for the Transmission (e.g. Probate/Letters of Administration).
   1. Navigate to the Files screen and click Upload Files.
   2. Browse for the file and complete the required fields.
      Note: Under File Description, select the Land Registry Attachment File applicable to the Evidence Type you are uploading.
   3. Click Upload.
   4. Select Cog > Attach to attach the file to the Transmission.
8. For a Transfer Workspace only—If you are lodging a standalone Transmission then skip this step.
   Invite the Incoming Proprietor into the Workspace via the Participants screen and then wait for them to:
   1. Create and represent the incoming party as a new party in the Workspace.
   2. Create the Transfer document.
9. View, Sign and Lodge the documents:
   Note: The document status for documents within the Lodgement Instructions must be Prepared and Successful before you can sign the documents.
   1. On the Document screen, select the Edit against the Lodgement Instructions.
      Ensure to check the order of lodgement.
   2. On the Document screen, select the View against the Survivorship(s) and Transmission and review the details.
   3. On the Document screen, select the Sign against the Lodgement Instructions.
   4. Select the checkboxes for Lodgement Instructions, Survivorship(s), and Transmission and if applicable, Transfer then click Sign Documents.
      The documents will be verified with the Land Registry and once they are successfully verified and signed, you can lodge the documents.
   5. Select Submit for Lodgement to lodge the documents with the Land Registry.

Related Topics

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• Survivorships or Transmissions and a subsequent Transfer (VIC & SA)
• Transmission Application (SA)
• Survivorship—Standalone (SA)