In Progress
- Seller
- Desmond Whitlock
- Settlement agent
- Marchetti Conveyancing
settlements@example.com ยท 02 9000 0000
1
Step 1Tax invoice โ settlement agent
โ 27/02/2026 09:12๐ RC-2291-tax-invoice.pdf ยท emailed 27/02/2026 09:12 to settlements@example.com
2
Step 2Record ยง184 fee receipt
โ 03/03/2026 11:40๐ฐ Receipt RCT-19204 โ $312.00 on 03/03/2026 from Marchetti Conveyancing
3
Step 3Upload ยง184 Part 1 + Part 2 certificates
โ 04/03/2026 16:40How to prepare these certificates:
- Prepare Part 1 using the scheme, insurance and by-law details for SP 74392.
- Prepare Part 2 using the lot-specific levy and fund balance details for Lot 14.
- Export each as PDF and upload below โ one slot for Part 1, one for Part 2.
๐ Part 1: SP74392-Lot14-s184-Part1.pdf
๐ Part 2: SP74392-Lot14-s184-Part2.pdf
4
Step 4Update new owner
โ Settled 12/03/2026 โ 166 days ago. The roll still carries the seller; levy notices and the AGM pack have gone to him since.
Levy email opt-in enabled by default. Seller's record auto end-dated today.
5
Step 5Charge certificate fee (creditor invoice)
Creditor + amount + description pre-filled. Status: Hold (flip to Ready via invoices page when ready to pay).
Documents
Drop a file here or click to browse
PDFs, images, Word, Excel โ up to 50 MB
| File | Category | Size | Uploaded | Actions |
|---|---|---|---|---|
| RC-2291-tax-invoice.pdf | Financial | 41 KB | 27/02/2026 09:11 by Nadia Halloran | |
| SP74392-Lot14-s184-Part1.pdf | Other | 188 KB | 04/03/2026 16:38 by Nadia Halloran | |
| SP74392-Lot14-s184-Part2.pdf | Other | 122 KB | 04/03/2026 16:39 by Nadia Halloran |