SA - Purchase of Land

This article will show you how to:

• Create a new Purchase matter
• Add Property Details
• Add Settlement Financials 
• How to add Third Party

To create a new purchase matter, follow the steps below:

1. Click New Matter from the Home Screen
2. Select State: SA
3. Select Matter Category: Conveyancing 
4. Select Matter Type: Purchase 
5. Click Create
   
6. Enter the parties, including all relevant details. To add an additional party, such as the Purchaser, right click on the Purchaser and select Add Purchaser.
7.  Select Property Details to enter the Property Information and enter the Address, Authority References, Tenancy Details and Contact Details.

8. Navigate to Title Particulars to enter the Title Reference details. 

9. Select Conveyancing Details and input the Price, Deposit Breakdown and Key Dates. 

10. Click on 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 and Settlement Details page. Use this tab to add any concessions or exemptions and Transfer Registration Fees (if applicable).

11. Select Settlement Financials and input relevant adjustments by clicking on the title and description of the adjustment and inputting the relevant details. 

12. You can delete an existing adjustment by hovering the mouse over the Title & Description of the adjustment and clicking the red arrow box to the right of the adjustment. 

13. You can add an additional adjustment by clicking Add Statement Item. 

14. Review and complete the payment directions by clicking on the Payments tab. Rates payable on settlement will prepopulate from your adjustments and additional payments may be added by clicking Add Payment. 

15. Any payments that you input in Time and Disbursements will automatically prepopulate under Our Fees on the Payment Directions. 

16. Click on the Water Consumption tab on the Settlement Financials screen to add Water Consumption details including the Consumption Amount, Calculation, Statement Details, and Payment Details. 

17. You can add details for the following common contacts:

• • the Vendor's Agent as well as the Agent's commission and fees under Agent's Details;
  • the Incoming Mortgagee including the Mortgage Details;
  • Settlement Agent;
  • Council; and
  • Water Authority.

18. To add Uncommon Contacts to your matter, open the Matter Settings and select the appropriate contact from the Parties & Data available for your matter.