Table of Contents


Create a VIC Purchase of Land matter

1.    Select New Matter from the triConvey Home Dashboard.

2.    Select State:  VIC.

3.    Select Matter Category:  Conveyancing.

4.    Select Matter Type:  Purchase.


5.    Pre-populate the matter with the Volume/Folio or an Address or Order Title.

6.    Select Create.




Complete Matter Details

1.    Double-click Info and complete required details.  

Tip:  Not all details need to be entered immediately.  However, it is best practice to enter as much information as possible to save yourself time when generating documents.  


2.    Double-click Purchaser and complete required contact details.  

Tip:  To add an additional Purchaser, right click on Purchaser and select Add Purchaser.



3.    Complete contact details for Vendor, Vendor Solicitor and Vendor's Agent if available.


4.    Double-click Property Details to enter the the Address, Property Details, Improvement Details, Property Details and Manner of Holding.


5.    Select the Title Particulars tab to enter the relevant title type, plan registration and particulars.


6.    Double-click Conveyancing Details and enter the Price, Deposit Breakdown and Key Date Details. 

Tip:  You can use the Date Calculator to calculate the date of settlement.


7.    Select the Stamp Duty, Tax & Registration tab to review the stamp duty information. 


Stamp Duty will prepopulate based on the purchase price entered on the Contract & Settlement Details tab. Use this tab to add any concessions or exemptions and Transfer Registration Fees (if applicable).


8.    Select the Sunset Details tab to enter the Sunset Details where applicable.


9.    To add uncommon contacts to your matter, select the gear icon from the top right corner of the Matter.


10.   From Show/hide details for this matter, select the additional contact/s to be displayed in Matter Details.

Tip:  You can add details such as Vendors Agent as well as the Agent's commission and fees under Agent's Details, Incoming Mortgagee, Settlement Agent, Council and Water Authority and the Revenue Office.


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