Table of Contents


Create a SA Transfer of Land matter

1.    Select New Matter from the triConvey Home Dashboard.

2.    Select State:  SA.

3.    Select Matter Category:  Conveyancing.

4.    Select Matter Type:  Transfer.


5.    Select party:  Transferor or Transferee.

Tip: This will open the Matter file where you will complete the Matter Details.




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.    Enter and complete all parties contact details.  

Tip:  To add an additional party, such as the Transferor, right click on Transferor and select Add Transferor.


3.    Double-click Property Details to enter the Address, Authority References, Tenancy Details and Contract Details.


4.    Select the Title Particulars tab to enter the title details.


5.    Double-click Transfer Details to enter the Consideration and Market Value


Stamp Duty will automatically be calculated once the Consideration and Market Value has been entered. You can use this page to apply any concessions or grants if applicable.


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


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

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