New Legal Product Releases - December 2023

View all new updates to matter types, automated forms and precedents for your area of law and state.

Matter Type Amendments and Updates

Care & Protection & Child Protection

NSW/VIC/SA/QLD

What was updated? Location of update
Updated the Foster Carer option in the Details sub-layout of the Party Details - Care & Protection layout.
  • Party Details - Care and Protection (NSW, SA)

  • Child Protection (QLD, VIC)

Form and Precedent Updates

All Matter Types

Federal

Document Name Location Type of release
Nomination of a legal representative to act on behalf of a non-individual entity  Federal Forms/ATO Forms Added new form

VIC

Document Name Location

Type of release

Notice that Legal Practitioner has ceased to Act VIC Forms/Supreme Court of VIC/Criminal Division Forms Added new form
Administrative Tribunals

Federal

Document Name Location Type of release
  • Application for Extension of Time for Making an Application for Review of Decision

  • Application for Review of Decision (Individual)

  • Appointment of Representative and or Appointment of Authorised Recipient - Form MR5

  • Request for Access to Documents under the Freedom of Information Act - Form FOI 1

  • Request for Access to Written Material under Section 362A of the Migration Act - Form MR16

  • Summons to Give Evidence

  • Withdrawal of Application for Migration or Refugee Review - Form MR10

Federal Forms > Administrative Appeals Tribunal

 

With a shortcut available in Immigration > Merit Review > Application

Added new form

NSW

Document Name Location Type of release
Summons NSW Forms > NCAT Forms > Other Forms Updated
Tenancy and Social Housing Application NSW Forms > NCAT Forms > Consumer and Commercial Division Added new form
  • Tenancy Application

  • Rental Bond Application

NSW Forms > NCAT Forms > Consumer and Commercial Division Deleted as it was removed from source website
Notice of Appeal NSW Forms/NCAT Forms/Other Forms Added new form
Conveyancing

NSW

Document Name Location Type of release
  • Notice of Death

  • Transmission Application by Devisee, Beneficiary or Next of Kin

  • Transmission Application by an Executor, Administrator or Trustee

  • Change of Name

NSW Forms > LRS Forms Updated
  • Transfer Creating Profit a Prendre or Forestry Right

  • Transfer Including Covenant

  • Transfer Including Easement

  • Variation or Modification of Restriction on the Use of Land

NSW Forms > LRS Forms Updated
Application for Reassessment and Refund - Cancelled Agreements for the Sale or Transfer of Dutiable Property NSW Forms/ Revenue NSW Forms Updated
Macquarie Bank Discharge Authority
FED Forms/ Discharge Authorities Updated
Resimac Full Discharge Authority Form FED Forms/ Discharge Authorities Updated
Connective Home Loans Discharge Authority FED Forms / Discharge Authorities Updated

QLD

Document Name Location Type of release
1(A). Initial Contact Letter - Buyer Commercial - Prospective client

Lexon Insurance/Lexon Insurance/Conveyancing/Purchase/Automated/Commercial

Updated
1(B). Initial Contact Letter - Buyer OTP CTS- Contract received

Lexon Insurance/Lexon Insurance/Conveyancing/Purchase/Automated/Off The Plan CTS

Updated
4. Buyer First Letter OTP Vacant (Non-CTS)

Lexon Insurance/Lexon Insurance/Conveyancing/Purchase/Automated/Off The Plan Vacant Non-CTS

Updated
2. Buyer File Note - Rural

Lexon Insurance/Lexon Insurance/Conveyancing/Purchase/Automated/Rural

Updated
Call or Put and Call Option - text and prompts

Lexon Insurance/Lexon Insurance/Conveyancing/Purchase/Automated/Rural

Updated
2. CTS Developer First Letter

Lexon Insurance/Lexon Insurance/Conveyancing/Sale/Automated/Developer CTS

Updated
Letter to Buyer advising Contracts have been signed

Conveyancing/Purchase/Conditional

Updated
Reconciliation Statement - Purchase

Conveyancing/Purchase/Pre Settlement

Updated
Macquarie Bank Discharge Authority

FED Forms/ Discharge Authorities

Updated
Resimac Full Discharge Authority Form

FED Forms/ Discharge Authorities

Updated
Application for the Queensland First Home Owners' Grant

QLD Forms/ QRO Forms

Updated

 

SA

Document Name Location Type of release
  • Annexure (Blank Form)

  • Application

  • Application for New Certificate(s) of Title

  • Application to Note Change/Correction of Address

  • Application to Note Change/Correction of Name

  • Application to Register Death

  • Caveat

  • Discharge of Encumbrance

  • Discharge of Mortgage

  • Encumbrance

  • Extension of Lease

  • Extension of Underlease

  • Lease

  • Re-entry of Lease

  • Removal of Caveat

  • Revocation of Power of Attorney

  • Standard Terms and Conditions of Lease

  • Surrender of Lease

  • Surrender of Underlease

  • Transfer by Mortgagee Exercising Power of Sale

  • Transfer Dealing with Rights

  • Transfer of Mortgage, Encumbrance or Lease

  • Transmission Application

  • Underlease

  • Withdrawal of Caveat

SA Forms/ LTO Forms Updated
  • A4 Application to Note Change/Correction of Name Guide

  • C1 Caveat Guide

  • D1 Discharge of Mortgage Guide

  • D3 Discharge of Encumbrance Guide

  • L1 Lease Guide

  • P2 Enduring Power of Attorney Guide

  • S1 Surrender of Lease Guide

  • S2 Surrender of Underlease

  • T4 Transfer by Mortgagee Guide

  • W1 Withdrawal of Caveat Guide

SA Forms/ LTO Forms Guidance Notes Updated
Criminal

QLD

Document Name Location Type of release
1. Initial Letter to client Lexon Insurance/Criminal/Criminal General/Automated Formatting amendments

SA

Document Name Location Type of release
  • Proceeding Heading

  • List of Authorities (Criminal Appeals)

SA Forms / Supreme Court of SA > Criminal Forms Updated

VIC

Document Name Location Type of release
List of Authorities (Criminal Appeals) Supreme Court of VIC > Criminal Division Forms Updated
Summary Case Conference Form (Word version) VIC Forms / Magistrates' Court of VIC/Criminal Forms folder. Added new form
Case Abridgment Application VIC Forms/Magistrates' Court of VIC/Criminal Forms Added new form
Elder Law

QLD

Document Name Location Type of release
Aged Care Review Checks and Advice Letter Lexon Insurance/Elder Law/Automated Formatting amendments
Employment

Federal

Document Name Location Type of release
General Protections Application Involving Dismissal Federal Forms/Fair Work Commission Added new form
Estate Administration

Federal

Document Name Location Type of release
Tax File Number - Application for a Deceased Estate Federal Forms/ATO Forms Added new form

NSW

Document Name Location Type of release
Publish Probate Notice Form NSW Forms/ Supreme Court of NSW / Probate Forms Updated
Notice of Intended Application for Administration Where There May Be a De facto Spouse or Domestic Partner NSW Forms/UCPR Forms Added

QLD

Document Name Location Type of release
Affidavit of Publication and Service QLD Forms/UCPR Forms Updated
Certificate of Exhibit QLD Forms/UCPR Forms Updated
All automated precedents (except 4b. Letter to Surviving Joint Tenant on CGT implications) Lexon Insurance /Estate Administration / Automated Updated
All non automated precedents Lexon Insurance /Estate Administration / Non Automated Updated

SA

Document Name Location Type of release
Affidavit of Due Execution SA Forms/Supreme Court of SA/Probate Forms Added
Estate Planning

NSW

Document Name Location Type of release
Appointment of Enduring Guardian NSW Forms / Estate Planning Forms Updated

QLD

Document Name Location Type of release
Enduring Power of Attorney - Short Form QLD Forms/Estate Planning Updated
  • Initial Letter to Client

  • Letter to Client - Enclosing Costs Agreement

  • Letter to Client - Enclosing Estate Planning Documents

  • Letter to Accountant or Financial Planner

Lexon Insurance / Will and EPOA / Automated Updated
  1. First Contact and Estate Planning Checklist

  2. Initial Letter to Client

  3. Letter to Client - Enclosing Costs Agreement

  4. Wills Information Checklist

  5. Interim Will Checklist

  6. EPOA Instructions Checklist

  7. Letter to Client - Enclosing Estate Planning Documents

  8. Will Execution Checklist

  9. EPOA Execution Checklist

  10. Letter to Client - Completion of work

  11. Letter to Attorney enclosing EPOA for signing

Letter to Accountant or Financial Planner

Letter to Client - Chasing instructions

Letter to Doctor

Wills and EPOA - Overview

Wills and EPOA Risk Pack Completion Checklist

  • Lexon Insurance/Lexon Insurance/Wills & EPOA/Automated

  • Lexon Insurance/Lexon Insurance/Wills & EPOA/Non-Automated

Updated

SA

Document Name Location Type of release
Power of Attorney
Enduring Power of Attorney
SA Forms / LTO Forms Updated
Family

Federal

Document Name Location Type of release
Application for Consent Orders Federal Forms/Federal Circuit and Family Court of Australia/Family Forms Updated
Credit Card Payment Information Federal Forms/Federal Circuit and Family Court of Australia/Family Forms Updated
Representative Authority (CS3042) Federal Forms > Services Australia Added new form
PPP Financial Summary Federal Forms/Federal Circuit and Family Court of Australia/Family Forms Updated
  • Priority Property Pools under $500,000 cases (PPP500) - Preparing for the First Court Date

  • Priority Property Pools under $500,000 cases (PPP500) - Short-Form Expedited Hearings

FED Forms/ Federal Circuit and Family Court of Australia Updated

QLD

Document Name Location Type of release
  1. Letter to Client - Family Law Property Settlement

Lexon Insurance / Family / Property / Automated Updated

1a. Checklist - Initial interview with applicant

1b. Checklist - Initial interview with legal personal representative

2. Letter to potential applicant

2a. Applicant's Checklist

3. Letter to client - chasing instructions

  1. Checklist - Commencing proceedings

  2. Checklist - Mediation, Settlement and Finalisation

  3. Checklist - Preparing for Trial

FPA - Overview

FPA Risk Pack Completion Checklist

  • Lexon Insurance/Lexon Insurance/FPA/Automated

  • Lexon Insurance/Lexon Insurance/FPA/Non-Automated

Updated

VIC

Document Name Location Type of release
  • Chapter 3 - Court Operation

  • Chapter 5.1 - Family Division - Child Protection - after 1 March 2016

  • Chapter 6 - Family Division - Intervention Orders

  • Chapter 8 - Criminal Division - Investigation

  • Chapter 9 - Criminal Division - Custody and Bail

  • Chapter 10 - Criminal Division - Procedure

  • Chapter 11 - Criminal Division - Sentencing

VIC Forms / Children’s Court of VIC / Research Materials / Updated
Financial Agreement

QLD

Document Name Location Type of release
2b. Post-consultation - Confirming instructions and scoping - Post relationship Lexon Insurance/Family/Financial Agreement/Automated

Formatting amendments

General

VIC

Document Name Location Type of release
Grants of Legal Assistance - Guide and Application Form VIC Forms > Legal Aid VIC Updated
Immigration

Federal

Document Name Location Type of release
  • Application for Australian Citizenship Other Situations

  • Application for Australian Citizenship General Eligibility

FED Forms > Department of Home Affairs Updated
Consent to Grant an Australian Visa to a Child Under the Age of 18 Years FED Forms / Department of Home Affairs Updated
Intervention Order

VIC

Document Name Location Type of release
Intervention Order Subpoena VIC Forms / Magistrates' Court of VIC / Intervention Order Forms Updated
Leasing

NSW

Document Name Location Type of release
Transfer of Lease, Mortgage or Charge NSW Forms/LRS Forms Updated
Liquor Licence

NSW

Document Name Location Type of release
How to Prepare a Category B CIS NSW Forms > Liquor and Gaming NSW > Liquor Fact Sheets Updated

VIC

Document Name Location Type of release

Variation to an Existing Licence or Permit

VIC Forms / Liquor Control Victoria Updated
  • Declaration of Associates Form

  • Notice of Right to Occupy the Premises

  • Notice of Right to Use the Premises

VIC Forms / Liquor Control Victoria

Updated
Litigation

Federal

Document Name Location Type of release
Interlocutory Process FED Forms/ Federal Court Updated

QLD

Document Name Location Type of release
Subpoena to Attend for Enforcement Hearing QLD Forms > UCPR Forms Updated
  1. Pre-engagement letter

  2. Initial Advice to Client

Lexon Insurance / Litigation / Automated Updated

VIC

Document Name Location Type of release
  • Writ

  • Originating Motion between Parties

County Court of VIC > Civil Forms Updated

Subpoena for production to a registrar

VIC Forms > County Court of VIC > Civil Forms Updated
  • Notice of Change of Practitioner

  • Notice of Discontinuance

  • Notice of Discovery

  • Notice of Solicitor Acting

  • Notice of Solicitor Ceasing to Act

  • Notice to Produce

  • Overarching Obligations Certification

  • Proper Basis Certification

VIC Forms / County Court of VIC/ Civil Forms/ Updated
Mortgage

Federal

Document Name Location Type of release
Connective Home Loans Discharge Authority FED Forms / Discharge Authorities Updated

QLD

Document Name Location Type of release
Sign-off Lender Loan Agreement Lexon Insurance/Mortgage/Mortgagee/Automated Formatting amendments
Personal Injury

Federal

Document Name Location Type of release
Consent for the NDIA to Share Your Information FED Forms > NDIS Forms Updated
Compensation Advice of Lump Sum Payments FED Forms/ Centrelink Forms Updated

QLD

Document Name Location Type of release
All automated precedents(except non-engagement letter) Lexon Insurance / Personal Injury/ Automated Updated
All non automated precedents Lexon Insurance / Personal Injury/ Non Automated Updated
Transfer

NSW

Document Name Location Type of release
Transfer of Lease Mortgage or Charge NSW Forms/LRS Forms Updated

Marketplace Precedents Updates

Conveyancing

Precedents Online

New Precedents:

  • 2022 Special Conditions for Off the Plan Sales Unregistered Vendor

Updated Precedents:

  • Contract for Sale of Land 2022 - SPECIAL CONDITIONS - Commercial
  • Contract for Sale of Land 2022 - SPECIAL CONDITIONS - Residential

Deleted Precedents:

  • Letter to Council post-settlement

  • Letter to Water Authority post-settlement

  • Letter to former solicitor requesting Certificate of Title

  • Special Conditions for the Contract for the Sale and Purchase of Land 2019

Trusts

Precedents Online

Updated Precedents:

  • Family Discretionary Trust

Report Updates 

Updates to Smokeball Desktop App Reports

  • Personal Injury (MVA) - Next Steps report - Added Costs to Date column

  • Conveyancing Settlement Client List - Added Client PO Box column

  • Matter Full List (with client address) - Added PO Box column

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