Legal Project Management Plan & Checklist
Use this plan when your client is the vendor (seller) of real property in New South Wales and you are acting as their solicitor or licensed conveyancer in an electronic conveyancing transaction. Open this file at engagement, once your client instructs you to act on the sale. The plan covers the full vendor-side lifecycle from client onboarding through to post-registration compliance archival.
Jurisdiction: New South Wales. Dealings are mandatorily lodged through an Electronic Lodgement Network Operator - being PEXA or Sympli - and registered with NSW Land Registry Services under the oversight of the Office of the Registrar General. The plan covers mainstream electronic transfers. Two forks exist: Deceased Estate (Transmission Application), for properties where the registered proprietor has died; and Dealing with Exception (Paper Lodgement), for the rare circumstances where a fully electronic lodgement is not possible.
The Process at a Glance: The matter begins with client onboarding including face-to-face Verification of Identity to Safe Harbour standard and execution of a Client Authorisation Form. A current title search is obtained and the vendor's Right to Deal is verified. An ATO clearance certificate must be obtained for all contracts dated on or after 1 January 2025 to satisfy Foreign Resident Capital Gains Withholding obligations. A workspace is created and the purchaser's representative and any outgoing mortgagees are invited to join. The electronic Transfer of Land is drafted in with an integrated electronic Notice of Sale (eNOS). The Electronic Duties Return is linked in the workspace and duty verification is confirmed. Both the Financial Settlement Statement and all documents are digitally signed to achieve Ready status. On the scheduled settlement date and time, simultaneously executes financial settlement via the Reserve Bank of Australia and lodges the transfer with NSW LRS. After registration, a seven-year compliance archive is compiled and retained.
Use this fork when the registered proprietor of the property has died and the estate must update the title before any Transfer can be lodged. Open this fork immediately upon confirming from a title search that the registered proprietor is deceased. This fork covers the Transmission Application process that must precede any Transfer of Land on behalf of a deceased estate.
Use this fork when a mainstream electronic lodgement is not possible for this transaction - for example, because multi-party consents cannot be accommodated in the ELN platform, an unrepresented party cannot participate in a PEXA workspace, or a court order requires physical execution. Open this fork only after confirming that the exception ground is genuine and cannot be resolved by restructuring the transaction.
Key Legislation and Case Law: Electronic Conveyancing (Adoption of National Law) Act 2012 (NSW) - adopts the Electronic Conveyancing National Law as a NSW law. Real Property Act 1900 (NSW) - Torrens title system, electronic dealing obligations. NSW Participation Rules for Electronic Conveyancing Version 7 - effective 1 July 2026, governing all transactions settled on or after that date; introduces permanently standardised remote witnessing and electronic execution under Rule 12; ARNECC Model Participation Rules prescribe VOI category requirements (Categories 1-6) and Client Authorisation Form execution. Duties Act 1997 (NSW) - Electronic Duties Return (EDR) assessment via the Revenue NSW portal, linked to the PEXA workspace. Foreign Resident Capital Gains Withholding: Treasury Laws Amendment (Better Targeted Superannuation and Other Measures) Act 2023 removed the ,000 threshold from 1 January 2025; all vendors must now provide an ATO clearance certificate or the buyer must withhold 15% of the purchase price. Evidence retention: 7 years from lodgement date under ARNECC MPR Guidance Note 5. NSW LRS lodgement fees are prescribed by the Real Property Regulation 2019 (NSW) (scheduled for staged repeal on 1 September 2026 and replacement by the Real Property Regulation 2026).
* Disclaimer: We're nobody's lawyer, because we aren't lawyers. You are, so you know better than to take legal advice from an app. We also aren't accountants or dog trainers - just digital spirit guides taking zero liability for any of this. This site exists to gather the collective knowledge of practitioners like you. Verify everything and submit your feedback on the Electronic Conveyancing Transfer (Vendor) matter plan to improve the playbook. THIS IS NOT LEGAL ADVICE, it's a request for input.
This legal matter plan provides a structured workflow for REAL_ESTATE cases, outlining the standard TRANSACTIONAL process. Utilize these tracking templates to manage your legal cases efficiently.
Client identity verified to Safe Harbour standard, Right to Deal confirmed on title, and CAF signed before any ELNO workspace actions are taken.
Verify all prerequisite documentation has been obtained, cross-reference against the statutory requirements for this matter type, and confirm compliance with practice direction protocols.
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Prepare the relevant forms and supporting materials required under the applicable legislation, ensuring all mandatory fields are completed and all attachments are properly certified.
Draft and dispatch formal correspondence addressing the procedural requirements at this stage, including any required notices, requests for information, or proposals for resolution.
All electronic registry instruments are drafted, LVA-approved, and ready for digital signing.
Coordinate the collection and review of all financial documentation required for disclosure, including statements, valuations, and supporting schedules as mandated by the rules.
Conduct a thorough review of all filed materials to ensure compliance with court requirements, verify service obligations have been met, and prepare for the next procedural milestone.
Assess the strategic considerations for interim applications, prepare supporting evidence, and draft the necessary documentation for urgent or time-sensitive relief sought.
All taxation and duty compliance requirements satisfied: FRCGW clearance confirmed and stamp duty verified in PEXA.
Verify all prerequisite documentation has been obtained, cross-reference against the statutory requirements for this matter type, and confirm compliance with practice direction protocols.
Prepare the relevant forms and supporting materials required under the applicable legislation, ensuring all mandatory fields are completed and all attachments are properly certified.
The Revenue NSW refund pause runs from Monday 29 June to Monday 6 July 2026 inclusive. No refunds can be processed or scheduled during this period due to Revenue NSW system upgrades. Practitioners should avoid scheduling duty-dependent transactions that require refund workflows during this week.
Approved CSP portals for EDR include InfoTrack, Hazlett, and Dye & Durham, all of which integrate directly with the Revenue NSW EDR and eDuties systems under Duties Act 1997 (NSW), s 289A.