Key Risk Checklist: Sale of land – questions for the vendor

7 May, 2018

Sale of land – questions for the vendor   Instructions ☐  Please circle yes or no as applicable. ☐  Please provide the additional information as indicated e.g. a copy of your title(s). ☐  If you do not know the answer or are unable to provide the additional information please insert the words ‘not known’. ☐ […]

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Key Risk Checklist: Electronic property transactions – office management

18 December, 2017

Electronic property transactions – office management checklist Office policy content Below is a list of issues to consider when writing your office policy and recommended responses. ☐  Who will hold a digital signature? The digital signature is embedded in a USB. Preferably only partners have digital signatures. ☐  How a digital signature’s USB and pin […]

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Key Risk Checklist: Electronic property transactions

18 December, 2017

Electronic property transactions – matter checklist ☐  Is there an electronic transaction clause in the contract? ☐  Discussed with the client whether the conveyance can be done electronically or on paper. – Land Use Victoria has announced that all transaction will be electronic by August 2019. ☐  Client told consequences of conducting electronically. Any paper […]

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Key Risk Checklist: Solicitor’s certificates for borrowers or surety providers

12 December, 2017

Updated: December 2017 Solicitor’s certificates for borrowers or surety providers ☐  Allocate only one person in the office to give solicitor’s certificates. ☐  Confine the provision of a solicitor’s certificate to existing clients. ☐  Where the client receives the security documents before you, request they send you the documents well in advance of your meeting […]

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Key Risk Checklist – Conveyancing resources

16 August, 2017

    LPLC Resources Comments Checklists: Sale of land – questions for the vendor Purchase of land – questions for the purchaser Property websites and comments Tax issues GST LPLC Face to face verification of identity checklist LPLC has posted numerous blogs about property law issues. Our blogs can be searched by area of law. Subscribe […]

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Key Risk Checklist: Advice on equity release products

19 October, 2016

While the following checklist is not exhaustive, it is designed to prompt you to consider the many dimensions of these transactions. The checklist may be copied for ongoing use. Advice on equity release products Client: Matter: Taking instructions Explore with the client: ☐  Did the client obtain financial advice before seeing you? If not, recommend the […]

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Key Risk Checklist: Amadio Checklist

19 October, 2016

While the following checklist is not exhaustive, it does draw attention to the key areas that many practitioners overlook in Amadio transactions. The checklist may be photocopied for ongoing use. Amadio Checklist Client: Matter: ☐  Allocate only one person in the office to give practitioner’s certificates. ☐  Confine the provision of a solicitor’s certificate to […]

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Key Risk Checklist: Purchase of land – questions for the purchaser

16 August, 2016

Purchase of land – questions for the purchaser   Responses required without delay ☐  Circle yes or no as applicable. ☐  Provide the additional information as indicated. ☐  If you do not know the answer or are unable to provide the additional information please insert the words ‘not known’. ☐  Please sign where indicated at […]

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Key Risk Checklist: Property websites and comments

9 September, 2014

Property websites and comments Property reports http://services.land.vic.gov.au/landchannel/jsp/reports/ReportsIntro.jsp Comment – planning report and bushfire prone report. Note s. 32C(b) of the Sale of Land Act 1962 (SOLA) which requires a vendor to state when land is in a bushfire prone area. Plan of land http://maps.land.vic.gov.au/lassi/LassiUI.jsp Comment – this plan is useful to identify a property by […]

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