Assignment of Lease - SA

Table of Contents

• Create a SA Assignment of Lease matter
• Complete Matter Details

Create a SA Assignment of Lease matter

1.    Select New Matter from the triConvey Home Dashboard.

2.    Select State:  SA.

3.    Select Matter Category:  Leasing.

4.    Select Matter Type:  Assignment of Lease.

5.    Select party:  Assignor, Assignee or Lessor.

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

Complete Matter Details

Learn more about creating a new matter here.

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 Assignor, right click on Assignor and select Add Assignor.

3.    Double-click Premises Details to enter the Address, Premises Details and Title Particulars.  

4.    Double-click Assignment Details and enter all relevant details.

5.    Double-click Lease Details to enter Term Details.

Tip:  Lease Details contains separate tabs for Rent, Options, Fixtures P&E, Fit Out and Shopping Centre Details for completion if required.

6.    Double-click Outgoings to enter all relevant details. 

7.    To add uncommon contacts to your matter, select the gear icon.  

8.    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 Consenting Mortgagee, Head Lease Details, Owners Corporation and Strata Manager.

9.    Select Save.