Legal Project Management Plan & Checklist
Purpose of this Guide: This is the practitioner-grade matter plan for managing an electronic conveyancing transfer in New South Wales on behalf of the vendor (seller). Designed for conveyancing solicitors and licensed conveyancers acting for the selling party, this guide covers the entire vendor-side lifecycle under the Electronic Conveyancing (Adoption of National Law) Act 2012 (NSW), Real Property Act 1900 (NSW), Duties Act 1997 (NSW), and the NSW Participation Rules for Electronic Conveyancing Version 7. It covers mandatory Verification of Identity (VOI) under the ARNECC Model Participation Rules, Right to Deal verification, Client Authorisation Form (CAF) execution, PEXA workspace creation, electronic Transfer of Land drafting with integrated eNOS, Foreign Resident Capital Gains Withholding (FRCGW) clearance certificate obligations, Electronic Duties Return (EDR) linkage, pre-settlement Title Activity Check (TAC) monitoring, simultaneous electronic settlement and lodgement via the Reserve Bank of Australia, and post-registration archival compliance under the 7-year retention mandate. Conveyancing Rules Version 7, effective 1 July 2026, governs all transactions settled on or after that date, introducing permanently standardised remote witnessing and electronic execution under Rule 12.
Jurisdiction: This guide applies to mainstream electronic real property dealings in New South Wales, Australia, mandatorily lodged through an Electronic Lodgement Network Operator (ELNO) - being PEXA or Sympli - and registered with NSW Land Registry Services under the oversight of the Office of the Registrar General.
The Process at a Glance: The matter proceeds from client onboarding and face-to-face Verification of Identity (VOI) through to Right to Deal verification via a current title search, execution of the ARNECC Client Authorisation Form (CAF), creation of the PEXA electronic workspace and invitation of the purchaser's representative and outgoing mortgagees, vendor-side drafting and signing of the electronic Transfer of Land and integrated Notice of Sale (eNOS), provision of an ATO clearance certificate to satisfy Foreign Resident Capital Gains Withholding (FRCGW) obligations (mandatory for all contracts on or after 1 January 2025 regardless of price), Electronic Duties Return (EDR) linkage and duty verification in the PEXA workspace, balancing and digital signing of the Financial Settlement Statement to achieve 'Ready/Ready' workspace status, automatic execution of simultaneous financial settlement and lodgement at the scheduled date and time, and post-registration compilation of the 7-year statutory compliance archive.
* 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 Property: Electronic 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.
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.
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.
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.
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.