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Conveyancing

A complete matter management solution for practitioners running a busy conveyancing practice.

2 Matter Plans

Overview

The sale and purchase of real estate matter plans cover all the common and less frequent issues that arise in conveyancing matters. Each step of the transaction is outlined in sequential order, with all required precedents conveniently located, along with links to the relevant sections of the comprehensive commentary.

The Reference materials folder includes guidance on electronic signing and remote witnessing, and the Getting the matter underway folder contains essential compliance and client engagement documents. The comprehensive Retainer Instructions ensure that all necessary information is gathered from the client at the outset of the matter.

Precedents in this publication include:

  • A full suite of letters to:
    • clients;
    • real estate agents; and
    • mortgagees.
  • Library of further terms;
  • Library of other agreements, deeds, and contracts;
  • Option agreement and notices.
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2 Matter Plans Included

  • Item icon ALERTS - Nil
  • Item icon Full Commentary - Sale of Real Property
  • Folder icon Reference materials
    • Item icon AI Prompts
    • Item icon Electronic Signing and Witnessing
    • Item icon Further information
  • Item icon Overview
    The purpose of a conveyancing transaction is to transfer the title and use of real property from one party to another. Conveyancing is not adversarial. This is largely due to the disclosure regime that governs the transaction, contractual warranties and undertakings, and the practice of obtaining ...

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  • Item icon Summary of the process
    The usual steps in a sale of real property matter are:

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  • Folder icon A. Getting the matter underway
    • Item icon File cover sheet - Sale of real property
    • Item icon To do list - Sale of real property
    • Item icon First steps
    • Folder icon Client authority and instructions for electronic land transactions
      • Item icon Client details and verifying identity
      • Item icon Electronic land transactions
      • Item icon LINZ Authority and Identity Requirements for E-Dealing Standard 2018 – LINZS20018 – Land Information New Zealand
      • Item icon Certification of Electronic Instruments (Statutory Requirements and Retention of Evidence) Standard 2018 – LINZS20012 – Land Information New Zealand
      • Item icon Authority and Instruction (A&I) form
        Practitioners acting on behalf of their clients in registering land title transactions must obtain the proper written authority to do so. An A&I form is required to certify, sign, and lodge electronic instruments on behalf of clients. The required certifications are covered by various ...

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      • Item icon Authority and instruction (A&I) from private individual client for an electronic transaction
      • Item icon Authority and instruction (A&I) from private corporate client for an electronic transaction
      • Item icon Authority and instruction (A&I) from public corporate client for an electronic transaction
    • Item icon Retainer instructions - Sale of real property
    • Item icon Conflict of interest check
    • Item icon Initial letter to client with Client Care and Terms of Engagement
    • Item icon AI Prompt for Initial letter to client - sale
    • Item icon Client Care and Terms of Engagement
    • Item icon Conveyancer Client Care and Terms of Engagement
    • Item icon Scope of work - Sale of real property
    • Item icon Time and costs estimates
    • Folder icon If required - Updating costs disclosure
      • Item icon Letter to client updating costs estimate
    • Folder icon General deeds, agreements, execution clauses and statutory declaration
      • Item icon Deeds and Agreements
      • Folder icon Deeds
        • Item icon Deed for general use
        • Item icon Deed of guarantee
        • Item icon Deed of release
        • Item icon Confidentiality deed
        • Item icon General deed of indemnity
        • Item icon Deed of assignment of agreement
        • Item icon Deed of gift
      • Folder icon Agreements
        • Item icon Agreement for general use
        • Item icon Heads of agreement
        • Item icon Non-disclosure agreement - Formal
        • Item icon Non-disclosure agreement - Informal
      • Folder icon Library of clauses for deeds and agreements
        • Item icon Amendment clause
        • Item icon Confidentiality clause for defined information - All parties
        • Item icon Confidentiality clause for defined information - One party
        • Item icon Confidentiality clause for terms of agreement - All parties
        • Item icon Confidentiality clause for terms of agreement - One party
        • Item icon Costs clause
        • Item icon Counterparts clause
        • Item icon Dispute resolution clause
        • Item icon Events beyond control clause
        • Item icon Governing law and jurisdiction clause
        • Item icon Interpretation clause
        • Item icon No assignment clause
        • Item icon Notices clause
        • Item icon Severance clause
        • Item icon Waiver clause
        • Item icon Whole agreement clause
      • Folder icon Execution clauses
        • Item icon Execution clauses - Agreements
        • Item icon Execution clauses - Deeds
      • Folder icon Statutory declaration
        • Item icon Statutory declaration
        • Item icon Standard annexure note for documents
  • Folder icon B. Sale and purchase agreement
    • Item icon Form of agreement
      Agreements for sale and purchase set out the terms of the agreement between the vendor and the purchaser. This requires the parties to perform their contractual obligations to achieve completion of the transaction with payment of the purchase price and transfer of the title to the property. Most ...

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    • Item icon Identifying the property
      The land transfer system describes each parcel of land as a Lot in a Deposited Plan, for instance, Lot 10 in DP 1234. A Deposited Plan is also called a Title Plan. This prevents confusion in identifying land solely by its street address or physical boundaries. Legal descriptions of land ...

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    • Item icon Comparing the By Lawyers agreement and the REINZ/ADLS agreement 11th Edition 2022(3)
    • Item icon Agreement terms
      Both the REINZ/ADLS agreement and the By Lawyers agreement are designed to remove the need for any alterations and additions. Many legal representatives add further terms to the REINZ/ADLS agreement, often making minor changes to the standard clauses and providing for every conceivable situation, ...

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    • Item icon Conditional terms
      Finance Clause 9.1 of the REINZ/ADLS agreement makes the agreement conditional on the purchaser securing finance by a specified date. It stipulates that any mortgage arranged will be on the lender's current standard terms and conditions.

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    • Item icon Chattels and fixtures
      This is often an area that leads to dispute. Schedule 2 of the REINZ/ADLS agreement should include all chattels that are included in the sale. The By Lawyers agreement completes the inclusions in the summary. Items that a purchaser might consider to be included, but are not, need identifying. ...

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    • Item icon Off the plan agreements
      Developers frequently market properties for sale off the plan, meaning subject to, and conditional on registration of a proposed subdivision. These are usually a proposed unit title plan. The strategy assists vendors in gauging the level of interest in a proposed development and providing evidence ...

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    • Item icon Agreement for sale and purchase of land - Part 1 of 2 - Agreement summary - By Lawyers NZ 2024
    • Item icon Agreement for sale and purchase of land - Part 2 of 2 - Standard terms and conditions - By Lawyers NZ 2024
    • Item icon Accompanying notes for the By Lawyers Agreement for Sale and Purchase of Land
    • Item icon Further terms of sale
      When using the By Lawyers agreement, it is not usually necessary to add further terms of sale, as those customarily included by vendors have already been incorporated. There is an extensive Library of further terms included in the matter plan to deal with potentially relevant issues.

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    • Folder icon If required - Library of further terms
      • Item icon Auction - Terms of sale of land
      • Item icon Building consent - Completion subject to
      • Item icon Certificate of acceptance - Completion subject to purchaser obtaining
      • Item icon Confidentiality - Purchaser
      • Item icon Contamination - Purchaser accepts any contaminant
      • Item icon Contamination - Purchaser accepts named contaminant
      • Item icon Defects liability - Builder vendor - No liability period
      • Item icon Defects liability - Builder vendor - 3 month liability period
      • Item icon Defects liability - Minor defects period
      • Item icon Deposit - Bond issued to vendor
      • Item icon Deposit - Less than 10 per cent
      • Item icon Deposit - Payment in interest bearing trust account
      • Item icon Deposit - Release for use by vendor as deposit
      • Item icon Development - Vendor will facilitate purchaser's proposed development
      • Item icon Early settlement - Discount for
      • Item icon Early settlement - Discount price - Time critical to vendor
      • Item icon Finance - Subject to finance
      • Item icon Finance - Supplied by vendor
      • Item icon GST - Payable by purchaser in addition to price
      • Item icon Guarantee - Corporate purchaser
      • Item icon Interdependent - Agreement subject to purchase by vendor
      • Item icon Interdependent - Agreement subject to sale by purchaser
      • Item icon Interdependent agreements
      • Item icon Limitation - No requirement on vendor in relation to limitation on title
      • Item icon Maori land
      • Item icon Outstanding notice - Purchaser will comply
      • Item icon Passing of risk - Changing time
      • Item icon Pest report - Completion subject to satisfactory report
      • Item icon Plant and equipment - Value included in sale
      • Item icon Possession - Purchaser enters before settlement
      • Item icon Possession - Vendor stays on after settlement - Licence agreement
      • Item icon Possession - Vendor stays on after settlement - Residential lease
      • Item icon PPSA - Release of security interest
      • Item icon Probate - Settlement subject to grant
      • Item icon Purchase price allocation - Agreed values
      • Item icon Purchase price allocation - Valuation required
      • Item icon Release and indemnity - General
      • Item icon Repair - Settlement subject to
      • Item icon Reports and approvals - Assignment of
      • Item icon Rural - Further terms
      • Item icon Sale by mortgagee - Terms
      • Item icon Severability
      • Item icon Sewer - Responsibility to connect to
      • Item icon Solar panels
      • Item icon Subdivision - Sale subject to
      • Item icon Sunset date
      • Item icon Survey - Completion subject to satisfactory survey
      • Item icon Terms agreement
      • Item icon Unapproved works - Disclosure of
      • Item icon Use - No warranty as to use
      • Item icon Use - Purchaser to be satisfied as to use
      • Item icon Waiver of breach
      • Item icon Whole agreement
    • Folder icon If required - Unit title - Pre-contract disclosure statement
      • Item icon Letter to body corporate requesting pre-contract disclosure statement
      • Item icon Letter to other side's lawyer with pre-contract disclosure statement
    • Folder icon If required - Tenant - Notice of marketing property
      • Item icon Letter to tenant advising property being sold
    • Folder icon If required - Library of common terms for easements, restrictions, profits a prendre and covenants
      • Item icon Easement instrument to grant easement or profit - prendre
      • Item icon Easement instrument to surrender easement or profit - prendre
      • Item icon Easement variation instrument to vary easement or profit - prendre
      • Item icon Application for extinguishment of easement or profit a prendre
      • Item icon Covenant instrument to note land covenant
      • Item icon Covenant instrument to revoke land covenant
      • Item icon Covenant variation instrument to vary land covenant
      • Item icon Expanded terms of right of way
      • Item icon Expanded terms of right to convey electricity
      • Item icon Restriction - Fencing
      • Item icon Restriction - General
      • Item icon Restriction - Geotechnical
      • Item icon Restriction - Structures
    • Item icon Title
      Property title includes an estate in fee simple, life estate, leasehold, cross-lease, unit title, deeds system, or Māori land title, and will be registered or the subject of a proposed subdivision.

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    • Item icon Taxation
      Goods and services tax (GST) Under s 8(1) of the Goods and Services Tax Act 1985, GST is chargeable at the rate of 15% on the supply of goods and services in New Zealand, on or after 1 October 1986 by a registered person, in the course or furtherance of a taxable activity carried on ...

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    • Item icon Obligations of agents on sale
      For relevant obligations, see:

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    • Item icon Purchaser's lien
      A purchaser who has the right to recover a deposit or other sums from the vendor, whether due to cancellation of the agreement by the purchaser, or failure of a condition, possesses an equitable lien on the land for that amount. This lien may also apply in cases when the purchaser is entitled to ...

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    • Item icon Swimming pools
      Registration and regular safety checks of pool fence and barrier Swimming pools must be registered with the territorial authority. Registration requires carrying out a pool barrier inspection every three years as required under the Building Act 2004. Landlords, their tenants, and property ...

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    • Item icon Residential building work
      At common law, a builder who constructs a building owes contractual and tortious responsibilities to the owner with whom they contract. A tortious duty is owed to a subsequent owner to exercise reasonable care in the construction of the property: Palmer v Hewitt Building Limited [2021] ...

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    • Item icon Energy efficiency requirements
      Owners of properties leased out as government offices need to meet a minimum energy efficiency rating. Government agencies that occupy single tenant, co-tenanted, or co-located government office accommodation must follow the standard below:

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    • Item icon Letter to agent sending agreement pre-sale
  • Folder icon C. Less common agreements
    • Item icon Auction agreement for sale
      Auctions are becoming a more common way to buy and sell property. However, there are some important differences between auction sales and other types of sales, especially in terms of the legal protection that purchasers enjoy. Auction sales are unconditional, meaning purchasers must complete their ...

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    • Item icon Tender agreement
      Selling a property through a tender process involves inviting potential purchasers to submit confidential written offers to the real estate agent within a specified timeframe. The vendor evaluates and selects the most favourable offer. Offers can include conditions such as property inspections and ...

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    • Item icon Statutory building contracts
      Residential construction contracts are governed by the Building Act 2004 and the Construction Contracts Act 2002. Construction contracts cannot contain conditional payment provisions: s 13 of the Construction Contracts Act 2002. Apart from this, parties are free to agree on the payment ...

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    • Item icon In family transfers
      The transferor is treated as having sold the property for market value for tax purposes when:

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    • Folder icon Library of other agreements, contracts, licences, and declaration of trust
      • Item icon Contract for sale of personal property
      • Item icon Declaration of trust for purchase by trustee
      • Item icon Declaration of trust for trustee and another as owner
      • Item icon Licence agreement - Possession before completion
      • Item icon Licence agreement - Vendor retains possession after completion
      • Item icon Property sharing agreement
      • Item icon Sharefarming agreement
      • Item icon Standard annexure note for documents
    • Folder icon Options
      • Item icon Options
        Option or right of first refusal An owner of land may grant an option to purchase, a right of first refusal, or a right of pre-emption. Rights of first refusal and pre-emption frequently appear in leases and are different from options to purchase. They are purely contractual, giving the lessee no ...

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      • Item icon Option to purchase agreement
      • Item icon Option notice
      • Item icon Option nomination notice
    • Item icon Sale of shares or change of trust deed – Land rich
      Land rich companies and trusts are entities when at least 50% of their value is attributed to residential land, directly or indirectly. These are subject to anti-avoidance rules designed to prevent taxpayers from circumventing the bright-line rules. Generally, changes in shareholding or trust deeds ...

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    • Item icon Waterfront properties and foreshore maritime structures
      Permitted marine structures refer to those constructed or placed on the seabed as part of a permitted activity. These are subject to regulation under the Exclusive Economic Zone and Continental Shelf (Environmental Effects - Permitted Activities) Regulation 2013. Their maintenance and repair are ...

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    • Item icon Water trading
      Water permits are commonly required to take, use, dam, or divert water for irrigation, or extract heat or energy from water. There are restrictions on and consents required to use or divert water, including exceptions for use to satisfy reasonable domestic needs: s 14 of the Resource ...

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    • Item icon Agreement created by part performance
      Section 24 of the Property Law Act 2007 mandates a signed document. The equitable principle of part performance allows a party who has partly performed a contract, that is otherwise unenforceable due to lack of compliance with s 24, to enforce the contract. Courts can accept actions done ...

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    • Folder icon Partition
      • Item icon Partition
        Co-owners may agree to terminate their co-ownership by dividing the property between them or selling the property. If an agreement cannot be reached, it may be necessary to seek the assistance of the court in partition proceedings. A partition agreement precedent can be found on the matter plan.

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      • Item icon Partition agreement
  • Folder icon D. Negotiation and signing
    • Item icon Forming the agreement
      The fundamental requirement for an agreement to be valid and enforceable is that it is in writing and signed by the party against whom it is to be enforced, or by someone authorised to sign on their behalf: s 24 of the Property Law Act 2007. Unless the offer is invalid, the acceptance ...

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    • Item icon Letter to client requesting appointment to sign agreement
    • Folder icon If required - Sending the agreement to the client to sign
      • Item icon Letter to client with agreement to sign
    • Item icon Letter to other side’s lawyer enclosing agreement for signing
    • Item icon Letter to agent confirming agreement sent to purchaser’s lawyer
    • Item icon Letter to other side’s lawyer requesting amendments
    • Item icon Letter to other side’s lawyer enclosing signed agreement
    • Item icon Deposit
      Payment of deposit The deposit is usually paid when the purchaser signs the agreement, although the parties may agree to other arrangements. The deposit is usually 10% of the purchase price but may be another agreed amount. It is payable on executing the agreement, and that time is essential. See ...

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    • Folder icon If required - Release of deposit
      • Item icon Letter to purchaser’s lawyer requesting release of deposit
      • Item icon Letter to purchaser’s lawyer requesting authorisation of release of deposit
      • Item icon Letter to agent requesting release of deposit
      • Item icon Letter to client advising purchaser has agreed to release the deposit
    • Item icon Execution, including electronic signatures and power of attorney
      Section 24 of the Property Law Act 2007 requires the agreement to be signed by the parties or their duly authorised attorneys or agents. As in all contracts, there is a basic requirement of sufficient certainty in relation to the parties, property details, purchase price, and any other agreed ...

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    • Folder icon If required - Powers of attorney for land
      • Item icon General power of attorney
      • Item icon Enduring power of attorney - property
      • Item icon Certificate of non-revocation and non-suspension of enduring power of attorney
      • Folder icon Library of clauses
        • Item icon Discharge of mortgage
        • Item icon Purchase of real property
        • Item icon Mortgage
        • Item icon Sale of real property
    • Item icon Insurance and risk
      Historically, the common law held that risk passed on sale and that while the vendor was in the position of a trustee for the purchaser during the agreement period, the risk of any deterioration to the property during that time fell on the purchaser. Statute reverses the common law position and ...

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    • Item icon Letter to agent confirming agreement
  • Folder icon E. Mid transaction
    • Item icon Discharge of encumbrances
      It is standard procedure for the vendor’s practitioner to write to mortgagees to arrange discharge of their mortgages, which they are obliged to do as they cannot clog the equity of redemption: s 97 of the Property Law Act 2007. No such obligation attaches to a caveator, so before signing a ...

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    • Item icon Letter to discharging mortgagee requesting discharge
    • Item icon Possession before settlement
      If the vendor agrees to possession before settlement, both agreements for sale provide for the purchaser to assume the risk of the property and chattels from the date of possession. This means that the purchaser needs to insure from the date of possession and rates are adjusted from that time. Risk ...

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    • Folder icon If required - Licence agreement
      • Item icon Licence agreement - Possession before completion
    • Item icon Requisitions on title and vendor warranties
      The main function of requisitions in modern conveyancing is to remind the vendor of the implied obligation to deliver a good title. However, in most matters the vendor’s title is uncontroversial. The REINZ/ADLS agreement combines a purchaser’s rights to requisition title in clause 6 with ...

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    • Folder icon If required - Replies to requisitions
      • Item icon Letter to purchaser’s lawyer with reply to requisition
    • Item icon Letter to client confirming agreement is unconditional
    • Item icon Letter to agent confirming agreement is unconditional
    • Item icon Letter to other side’s lawyer confirming agreement is unconditional
    • Folder icon If required - Agreement conditions not met
      • Item icon Letter to client confirming agreement conditions not met
      • Item icon Letter to other side’s lawyer confirming agreement conditions not met
      • Item icon Letter to agent confirming agreement conditions not met
    • Folder icon If required - Off the plan
      • Item icon Letter to other side’s lawyer serving separate record of title and code compliance certificate
      • Item icon Letter to other side’s lawyer to extend sunset date
      • Item icon Letter to other side’s lawyer advising development not proceeding
    • Item icon Variation, nomination, assignment, and novation
      Variation of agreement Parties to a sale and purchase agreement may agree in writing to vary it or authorise an agent to do so.

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    • Folder icon If required - Novation
      • Item icon Deed of novation
    • Folder icon If required - Residential land withholding tax and Bright-line tax
      • Item icon Residential Land Withholding Tax (RLWT)
        RLWT conditions Three criteria determine whether s 54C of the Tax Administration Act 1994 applies to the sale of property.

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      • Item icon Bright-line tax
        The Bright-line rule, introduced in 2015, is a measure aimed at curbing speculation in residential property. The term bright-line refers to a clearly defined rule or standard used to avoid ambiguity. The bright-line rule applies only to the disposal of residential land, which includes:

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      • Item icon Letter to client regarding bright-line tax and residential land withholding tax
      • Item icon Residential land withholding tax (RLWT) declaration
      • Item icon Application for exemption from residential withholding tax (RLWT)
      • Item icon Residential land withholding tax (RLWT) return
      • Item icon Land Transfer Tax Statement
        A Land Transfer Tax Statement must be completed for every vendor and purchaser involved in the transfer of a property when it is a freehold or leasehold estate, life estate, stratum estate, licence to occupy, or any other specified estate in land as defined in s 77(1) of the Land Transfer Act ...

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      • Item icon Letter to client sending land transfer tax statement
      • Item icon Land transfer tax statements – Land Information New Zealand
    • Item icon Submission of transfer
      The submission of the transfer or conveyance might be argued to be an acceptance of title and so is made subject to satisfactory replies to any requisition under clause 6 of the REINZ/ADLS agreement and clause 8 of the By Lawyers agreement. In both agreements, the purchaser is deemed to ...

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    • Item icon Transfer instrument
    • Item icon Notice of sale
      Post-settlement, both parties are required to notify numerous rating authorities about the change of ownership. Instead of individually contacting each authority, Landonline streamlines the process by necessitating the lodging party to submit a notice of sale form. Landonline then takes on the ...

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  • Folder icon F. Claims, deterioration, disputes, notices, and demands
    • Item icon Claims, deterioration, and disputes
      Claims for compensation Clause 10.1 of the REINZ/ADLS agreement provides that if the purchaser has not purported to cancel the agreement, the breach by the vendor of any term of the agreement does not defer the purchaser's obligation to settle, but that obligation is subject to the provisions ...

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    • Item icon Notices and demands
      Ownership of land requires the owner to have a relationship with many other people and organisations, for example, neighbours, local councils, and other authorities. This may result in these third parties taking a particular interest in the property and even sending a notice to the owner in ...

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    • Item icon Letter to other side serving notice
    • Item icon Letter to other side’s lawyer serving notice
    • Item icon Letter to other side’s lawyer disputing notice to complete
    • Item icon Letter to other side’s lawyer in response to letter disputing notice to complete
    • Folder icon Library of notices
      • Item icon Notice to complete
      • Item icon Notice of avoidance
      • Item icon Notice of termination
    • Item icon Deed of mutual avoidance of agreement
  • Folder icon G. Settlement
    • Item icon Date and time for settlement
      Usually, settlement will be effected on the day calculated from the standard terms of the agreement or pursuant to a notice given under a further term relating to the registration of a subdivision or other contingency. In situations when there is no explicit provision specifying the settlement ...

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    • Item icon Guidelines of the New Zealand Law Society
      The New Zealand Law Society Property Law Section Guidelines set out the settlement requirements for a property transaction which have contractual force if using the REINZ/ADLS agreement, or if the parties have otherwise agreed that the guidelines will apply to the settlement, as in the By Lawyers ...

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    • Item icon Pre-settlement inspection
      Clause 3.2 of the REINZ/ADLS agreement and clause 20 of the By Lawyers agreement allow the purchaser or a person authorised by them to inspect the property before settlement and to confirm compliance by the vendor with any agreement to carry out work. Inspections are usually arranged ...

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    • Item icon Letter to other side’s lawyer with undertakings for settlement
    • Item icon Letter to other side's lawyer with conveyancer's undertakings for settlement
    • Item icon Apportionments
      Apportionments is an exercise undertaken towards the end of a conveyancing transaction and put into effect at settlement when the purchaser pays the balance of the purchase price to the vendor and becomes entitled to the property. Ownership involves paying outgoings, such as rates, and receiving ...

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    • Item icon Settlement Statement
    • Item icon Letter to other side’s lawyer with settlement statement
    • Item icon Electronic settlements
      Electronic settlement does not require the presence of the parties, however, in the lead up, they will have completed the A&I form, Land Transfer Tax Statement, residential land statement, RLWT form, and electronically signed all required documents. If the vendor has clear title to the property ...

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    • Item icon Letter to client advising settlement date and enclosing settlement statement and invoice
    • Item icon Enclosure - Explanation of settlement and apportionments
    • Item icon Letter to agent confirming settlement
    • Item icon Letter to other sides’s lawyer confirming compliance with undertakings and enclosing documents
    • Item icon Letter to body corporate advising change of ownership
    • Item icon Letter to tenant with attornment notice
    • Item icon Settlement and merger
      The common law doctrine of merger grew out of the principle that when a lesser estate is vested in the same person as the greater estate, the lesser estate merges into the greater estate and is extinguished. An agreement for the sale and purchase of real estate creates an equitable interest for the ...

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    • Item icon Keys
      The purchaser is entitled to receive possession of the property on settlement and the keys are the ultimate indication of possession. Keys are often left with the estate agent, who is usually located near the property. After settlement, the vendor’s representative will advise that settlement has ...

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  • Folder icon H. Finalising the matter
    • Item icon Finalising the matter
      In reporting and accounting to the client it is often difficult for them to understand how apportionments work. The precedent Explanatory Sheet in Relation to Settlement and Apportionments goes a long way in solving this problem. On finalising a matter, the retainer is terminated. This informs the ...

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    • Item icon Letter to client confriming settlement and finalising the matter
    • Item icon Enclosure - Explanation of settlement and apportionments
    • Item icon Example invoice
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