Proposed Purchase of Land - NSW

Table of Contents

• Create a NSW Proposed Purchase of Land matter
• Complete Matter Details
• Order Property Enquiries and Certificates
• Fee Summary

Create a NSW Proposed Purchase of Land matter

1.    Select New Matter from the triConvey Home Dashboard. 

2.    Select State:  NSW. 

3.    Select Matter Category:  Conveyancing. 

4.    Select Matter Type:  Proposed Purchase.

5.    Select Next.

Complete Matter Details

1.    Click the Info field 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.    Click the Purchaser field 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.    Click the Property Details field to enter the Address, Property Details, Title Particulars and (if relevant) Pre-Subdivision Title Particulars or Unregistered Lot Details.

5.    Select the Transfer & Contract Details tab to enter the Transfer and Tenancy Details, Improvements, Inclusions and Exclusions.

6.    Click the Conveyancing Details field and enter the Price, Deposit Breakdown and Key Date Details.

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

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

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

9.    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 Owner's Corporation, Strata Manager, Strata Inspector and Pest and Building Inspector.

Order Property Enquiries and Certificates

1.    Select the TRISEARCH tab from the matter.

2.    Select New Search

3.    Choose from ordering Title & Plans, ASIC, PPSR etc.

4.    Alternatively, click Open all services and order from All property services available.

5.    To order searches, refer to Order Searches and Certificates instructions from Ordering Property enquiries and Certificates - NSW article.

6.    Status of ordered searches can be found under the Status heading from the TRISEARCH tab in the matter.

Fee Summary

1.    Access a detailed Fee Summary by clicking the Fee Summary icon from the Action bar.