QLD - Settlement Statement - Purchaser Amounts for Settlement - Purchase

Where it is

State: QLD

Path: Conveyancing/Purchase/Pre Settlement

What it looks like

Where the data comes from

1. Calculation: Matter Info: Person Responsible initials: Matter number
2. Calculation: Purchaser's surname(s) obtained from Purchaser contact card(s) and Vendor's surname(s) obtained from Vendor contact card(s)
3. Property Details: Property Address
4. Conveyancing Details: Settlement Date
5. Settlement Financials: Adjustment Date automatically populates from Conveyancing Details: Settlement Date but can be manually overwritten
6. Conveyancing Details: Contract Date
7. Conveyancing Details: Settlement Details: Location
8. Conveyancing Details: Settlement Details: Time
9. Conveyancing Details: Purchase Price
10. Conveyancing Details: Deposit Total
11. Calculation: Purchase Price less Paid Deposit Amount
12. Settlement Financials: All Adjustment Items
13. Calculation: Total of all Purchaser and Vendor Adjustments in Settlement Financials plus Balance (11)
14. Settlement Financials: List of all amounts required to settle
15. Settlement Financials: Total amount required to settle
16. Settlement Financials: Adjustments: Water Usage

Handy Hints

• To remove an item from Settlement Financials hover over the entry with your mouse and click the Delete button
• If the deposit does not display, ensure it has been selected as paid in Conveyancing Details
• If GST applies to the purchase price select the GST Type in Conveyancing Details and complete the GST Amount
• If GST applies to adjustments, check Plus GST on each adjustment in Settlement Financials