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PRECEDENT LIBRARY PRODUCT CHECKLIST – February 2021

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PRECEDENT SUITE ASIC, Business names & AIA forms Industrial Commission forms Bankruptcy and Insolvency Forms Leases Business Law New South Wales Court Forms Charge Not for Profit Conveyancing Personal Injury

Estates Unit and Discretionary Trusts

Family Law Wills

Federal Court Forms

All Precedent Suites

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ASIC, Business Names and AIA Forms

Precedent Code Precedent Description ASI01 Notification to register, change details of, or cease as an agent ASI05 Remittance advice ASI104 Record of lodgment of documents ASI105 Cover page for office copy of a court order ASI106 Request to withdraw a lodged document ASI157 Application for change of name of a company under external administration ASI201 Application for registration as an Australian company (Superseded) ASI202 Application for registration of a body corporate as an Australian company ASI205 Notification of resolution ASI206 Application for change of company type ASI207Z Certification of compliance with stamp duty law ASI208 Notification of details of shares issued other than for cash ASI210 Notification of statement of special rights carried by shares ASI211 Notification of division or conversion of classes of shares ASI280 Notification of share buy-back details ASI281 Notice of intention to carry out a share buy-back

ASI296

Notification of disqualification from managing corporations - bankruptcy or personal insolvency agreement

ASI313

Notification of address in Australia of information relating to financial records kept outside Australia

ASI314 Notification of return of members of firm of auditors ASI315 Notification of resignation, removal or cessation of auditor ASI342 Application for consent from ASIC to resign as an auditor of a public company ASI361 Notification of a registered agent ceasing to act for a company ASI362 Notification by a company to nominate or cease a registered agent or contact address ASI370 Notification by officeholder of resignation or retirement ASI378 Application to use an alternative address ASI379 Request to suppress residential address or change residential and/or alternative address ASI382 Notification of resolutions for audit relief - proprietary companies

ASI384

Resolution by directors of a small proprietary company controlled by a foreign company which is not part of a 'large group'

ASI389

Opt-in/change of holding entity notice by wholly-owned entity relieved from financial reporting obligations

ASI390

Annual notice by holding entity which does not lodge consolidated financial statements pursuant to ASIC Corporations (Wholly-owned Companies) Instrument 2016/785

ASI394 Notice of cessation of reliance on ASIC Corporations (Foreign-Controlled Company Reports) Instrument 2017/204








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Precedent Code Precedent Description ASI396 Notice of cessation of reliance on ASIC Corporations (Audit Relief) Instrument 2016/784 ASI397 Notification of directors' resolution under s324DAC ASI399 Opt-out notice by wholly-owned entity relieved from financial reporting obligations ASI401 Application for registration of a registrable Australian body ASI402 Application for registration as a foreign company

ASI403 Verification of copy of document authorising on behalf of a foreign company execution of a document appointing a local agent

ASI404 Notification of change to agent of a foreign company ASI405 Statement to verify financial statements of a foreign company ASI406 Annual return of a foreign company

ASI407 Notification of cessation winding up or dissolution of a foreign company or registered Australian body

ASI408 Notice in relation to the register of a registered foreign company under section 601CM ASI409 Notification of change to details of a foreign company or a registered Australian body ASI410 Application for reservation of a name ASI418 Memorandum of appointment of local agent

ASI432 Application to change a company name to omit the word ‘Limited’

ASI433 Notification (by company) of non-compliance with section s150 requirements or licence revocation

ASI485 Statement in relation to company solvency ASI486 Notification to nominate or change or cease a contact address for a company ASI488 Application to change the review date of a company or registered scheme ASI489 Notification of change of registered office or office hours of a registered body ASI490 Notification of change to directors of a registered body ASI491 Change to scheme details ASI492 Request for correction ASI504 Notification that a person has been appointed controller entered into possession etc.

ASI505 Notification of appointment or cessation as an external administrator or controller or scheme administrator

ASI506 Notification of change of address of an external administrator or controller or scheme administrator

ASI507 Report on company activities and property (Superseded) ASI509 Presentation of summary of affairs of a company

ASI509D Notice of special resolution to wind up company ASI509F Notice of failure to execute deed of company arrangement ASI509G Notice of termination of deed of company arrangement ASI511 Statement verifying report under s430(1) 475(2) or 446C(2) ASI519 Notification of court action relating to winding up ASI520 Declaration of solvency








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Precedent Code Precedent Description

ASI522 Notification of meeting of creditors to consider appointing a new liquidator ASI523 Notification of final meeting convened by liquidator ASI524 Presentation of accounts and statement ASI529 Notice of meeting ASI555 Notice of controller extending time to submit report on company activities and property ASI574 Application for early destruction of books ASI581 Application for ASIC reinstatement ASI603 Notice of initial substantial holder ASI604 Notice of change of interests of substantial holder ASI605 Notice of ceasing to be a substantial holder ASI702 Application for discharge of security ASI722 Notice appointing trustee for holders of debentures ASI903AA Application for registration as an auditor ASI903AB Application for registration as an authorised audit company ASI903B Application for registration as a liquidator ASI905 Notification of ceasing to practise as or change to details of an auditor ASI906 Notification of disqualification from managing corporations under Part 2D.6 ASI907 Presentation of triennial statement by an auditor ASI909 Notification of office at which register is kept ASI911 Verification or certification of a document ASI960 Application for copy of a certificate ASI961 Application for copies of documents (docimage search) ASI962 Application for information from an ASIC register ASI963 Application for information about a specific personal name ASI964 Application for information about specific corporations (computer database search) ASI991/992 Notification of location of books on computer ASI1003 Disclosure notice for unlisted disclosing entity (ASCOT 7053) ASI1500 Annual report to creditors ASI2205 Notification of resolutions regarding shares ASI2213 Application for change of State or Territory of registration of a company ASI2501 Application for extension of time to hold Annual General Meeting ASI2560 Notification of reduction in share capital details ASI2601 Notification of intention to give financial assistance ASI2602 Notification of financial assistance details

ASI3190 Notification of appointment of auditor (large pty exempt from lodging accounts under s319(4) of the old Corporations Law – as continued by s1408(1) of the Act)

ASI5011 Copy of minutes of meeting








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Precedent Code Precedent Description ASI001 Applications for relief - fundraising/equities (Form CF01) ASI002 Applications for relief - financial reporting (Form CF02) ASI003 Applications for relief - mergers & acquisitions (Form CF03) ASI004 Applications for relief - debentures (Form CF04) ASI005 Applications for relief - transactions affecting share capital (Form CF05)

ASI006 Deeds of cross-guarantee and related documents – ASIC Corporations (Wholly-owned Companies) Instrument 2016/785 (form CF06)

ASI007 Documents relating to a current disclosure document (Form CF07)

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Precedent Code Precedent Description ASI5047 Copy of deed of company arrangement

ASI5056

Notice that deed wholly effectuated

ASI5057A

Related party benefits - proposed notice explanatory statement & accompanying documents

ASI5100 Application for registration of a managed investment scheme ASI5101 Notification of change to managed investment scheme's constitution

ASI5103

Directors' statement relating to application for registration of a managed investment scheme

ASI5107 Notification of change of responsible entity of a registered scheme ASI5108 Notification of appointment of temporary responsible entity ASI5130 Notification of office at which register of interests is kept

ASI5131 Application for appointment of scheme auditor by member of a registered scheme ASI5132 Application for consent from ASIC for resignation or removal of scheme auditor ASI5133 Notification of resignation removal or cessation of a registered scheme auditor ASI5137 Notification of appointment of scheme auditor ASI5138 Notification of commencement or completion of winding up of a registered scheme ASI5140 Notification of proposed change of name of registered scheme ASI6010 Application for voluntary deregistration of a company ASI6010A Application for voluntary deregistration of a managed investment scheme

ASI6014

Application for transfer of registration of a company to registration under a law of the commonwealth or of a state or territory

ASI6021 Notice of Compulsory Acquisition following takeover bid ASO6024 Cover page: notice of compulsory acquisition ASI6071A Application requesting notice of beneficial ownership ASI7051 Notification of half yearly reports (ASX form 1001)

Corporate Finance Forms (CF Series)








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ASI008 Notice of reliance on class order [CO 14/1000]employee incentive schemes: listed bodies; and class order [CO 14/1001] employee incentice schemes: unlisted bodies (Form CF08)

ASI009

Documents relating to takeovers (Form CF09)

ASI010

Schemes of arrangement (Form CF10)

ASI011 Related party benefits - applications (Form CF11)

Financial Services Forms (FS Series)

Precedent Code Precedent Description ASI20 Change of details for an Australian financial services licence (form FS20)

Business Name

For all national business names information see the Australian Securities and Investments Commission Business names homepage.

Associations Incorporation Act Forms

For Associations Incorporation Act Forms see the NSW Government Fair Trading website.








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BANKRUPTCY & INSOLVENCY FORMS

Federal Court of Australia Bankruptcy Forms

Federal Circuit Court of Australia Bankruptcy Forms

Precedent Code Precedent Description BCC1 Document title BCC2 Application BCC3 Interim Application

Precedent Code Precedent Description BFC1 Document title (Form B1) BFC2 Application (Form B2) BFC3 Interim application (Form B3) BFC4 Notice of appearance (Form B4)

BFC5 Notice stating grounds of opposition to application, interim application or petition (Form B5)

BFC6 Creditor’s petition (Form B6) BFC7 Sequestration order (Form B7) BFC8 Referral of debtor’s petition (Form B8) BFC9 Summons for examination (Form B9) BFC10 Application for summons to examine relevant person or examinable person (Form B10) BFC11 Notice to creditors of annulment application (Form B11)

BFC12 Notice to creditors of application for review of registrar’s decision to make sequestration order (Form B12)

BFC13 Notice to creditors (Form B13) BFC14 Applicant creditor’s petition for administration of deceased person’s estate (Form B14) BFC15 Administrator’s petition (Form B15) BFC16 Arrest warrant under Section 78 of the Bankruptcy Act 1966 (Form B16) BFC17 Apprehension warrant under Section 264B of the Bankruptcy Act 1966 (Form B17) BFC18 Search warrant under Section 130 of the Bankruptcy Act 1966 (Form B18) BFC19 Consent to act as designated person (Form B19) BFC20 Notice of filing of application for recognition of foreign proceeding (Form B20) BFC21 Notice of making of order under Cross-Border Insolvency Act 2008 (Form B21)

BFC22 Notice of dismissal or withdrawal of application for recognition of foreign proceeding (Form B22)

BFC23 Notice of filing of application to modify or terminate an order for recognition or other relief (Form B23)








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Precedent Code Precedent Description BCC3a Application for review (Form B3A) BCC4 Notice of appearance BCC5 Notice stating grounds of opposition to application, interim application or petition BCC6 Creditor’s petition BCC6A Affidavit verifying paragraph 4 of petition BCC6B Affidavit of service of bankruptcy notice BCC6C Affidavit of service of creditor’s petition BCC6D Affidavit of search BCC6E Affidavit of debt BCC7 Sequestration order BCC8 Referral of debtor’s petition BCC9 Summons for examination BCC10 Application for summons to examine relevant person or examinable person BCC11 Notice to creditors of annulment application BCC12 Notice to creditors of application for review of registrar’s decision to make sequestration

order BCC13 Notice to creditors BCC14 Applicant creditor’s petition for administration of deceased person’s estate BCC15 Administrator’s petition BCC16 Arrest warrant BCC17 Apprehension warrant

Winding up Application in the Supreme Court of New South Wales


SWU1

Procedural steps for application relying on non-compliance with statutory demand

SWU2 Creditor's statutory demand for payment of debt (Form 509H) together with affidavit accompanying statutory demand (Corporations Act Form 7)

SWU3 Letter to client enclosing creditor's statutory demand for payment of debt for execution SWU4 Letter to process server enclosing for service creditor's statutory demand SWU36 Consent of liquidator (Corporations Act Form 8) SWU6 Originating Process (Corporations Act Form 2)

SWU7

Affidavit in support of the application for winding up in insolvency (Corporations Act format)

SWU8 Affidavit of search (Corporations Act format) SWU9 Letter to client enclosing affidavit verifying debt for execution SWU38 Affidavit in support of application for winding up in insolvency (Corporations Act format)








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SWU10 Notification of court action relating to winding up (Australian Securities & Investments Commission Form 519) - when an application for winding up has been filed

SWU11 Memo to clerk to file documents at the Supreme Court of New South Wales registry

SWU12

Memo to clerk to lodge form 519 at the Australian Securities& Investments Commission SWU16 Letter to process server enclosing for service an application to wind up a company

SWU17 Letter to client confirming winding up application has been filed

SWU18 Affidavit of publication and search (Corporations Act format)

SWU19 Affidavit that debt remains unpaid (Corporations Act format)

SWU21 Notice to liquidator of appointment (Corporations Act format)

SWU23 Letter to liquidator advising of court appointment and enclosing sealed copies of the notice to liquidator of appointment (rule 5.11)

SWU24 Letter to debtor company enclosing by way of service notice to liquidator of appointment

SWU25 Cover page for office copy of a court order (Australian Securities & Investments Commission Form 105)

SWU26 Notification of court action relating to winding up (Australian Securities & Investments Commission Form 519) – following an application for winding up

SWU42 Email to the Australian Securities & Investments Commission enclosing signed Notification of court action relating to winding up (Australian Securities & Investments Commission Form 519) – notifying outcome of hearing of application

SWU27 Memo to clerk to lodge Form 105 at the Australian Securities & Investments Commission

SWU28 Letter to client advising of court orders

SWU37 Notice of appearance (Corporations Act form 4)








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BUSINESS LAW

Business Law Online Precedents

Precedent Code Precedent Description BLP3 A smorgasbord of commercial clauses BLP113 A smorgasbord of directors' resolutions BLP101 Agenda for a meeting BLP31 Agreement for independent appraisal of a dispute BLP21 Agreement for provision of consulting services BLP94 Agreement for sale of large business involving real estate, brand names, employees,

know-how BLP93 Agreement for sale of medium sized business BLP81 Agreement for sale of shares (simple form) BLP121 Allotment journal for a proprietary limited company (Template) BLP102 Board code of conduct BLP85 Business requisitions on title (short form) BLP4 Certificate under Section 34(1)(c) of the Oaths Act 1900 (NSW) BLP79 Checklist for sale and purchase of a business BLP41 Checklist for sale of solicitor's practice BLP105 Company compliance checklist for a registered charity BLP104 Compliance checklist for a company BLP24 Confidentiality deed BLP117 Consent to act as a company secretary of a company BLP115 Consent to act as a director of a company BLP49 Contract for the sale of business — 2015 edition pages 1 & 2 BLP27 Declaration of trust BLP23 Deed of acknowledgment of debt BLP28 Deed of acknowledgment of debt (when debt has been repaid by one party on behalf of

the other party) BLP29 Deed of assignment of equitable charge BLP89 Deed of gift BLP52 Deed of gift of chattels BLP16 Deed of release (composition) BLP15 Deed of release from an agreement BLP8 Exclusive agency agreement (for sale of manufacturer's product) BLP13 Exclusive distribution agreement BLP1A Format for a deed BLP1B Format for an agreement BLP59A Format for a statutory declaration format (Commonwealth of Australia) (singular form) BLP59B Format for a statutory declaration format (Commonwealth of Australia) (plural form)








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Precedent Code Precedent Description BLP2A Format for a statutory declaration (New South Wales) (singular form) BLP2B Format for a statutory declaration (New South Wales) (plural form) BLP58A Format for a statutory declaration format (Queensland) (singular form) BLP58B Format for a statutory declaration format (Queensland) (plural form) BLP5 Guarantee of supply of goods and services BLP22 Guarantee to the firm for payment by company for all services including legal fees BLP11 Investment management agreement BLP106 Invitation to annual general meeting including notice and proxy form BLP35 Letter of appointment by a constitutional corporation BLP45 Letter of appointment of solicitor BLP116 Letter from company enclosing consent to act as a company director of the company BLP118 Letter from company enclosing consent to act as a company secretary of the company BLP9 Loan agreement (interest free) BLP10 Loan agreement (more than one lender) BLP25 Loan agreement with guarantee and indemnity (where the borrower is a trustee) BLP107 Management Committee Code of Conduct BLP12 Marketing agreement BLP120 Members' Register for a company limited by guarantee (Template) Blp108 Minutes of a general meeting of the members of a company BLP109 Minutes of a meeting of the directors of a company approving the signing of the officer

protection deed poll by the company BLP47 Non-exclusive software licence and service agreement BLP110 Notice of annual general meeting and directed proxy form BLP111 Notice of meeting of the board of directors BLP26 Opinion letters - general conditions BLP18 Option to purchase shares BLP19 Partnership agreement BLP103 Protocol for Board members BLP84 Resignation as secretary of company BLP83 Resignation of director/employee of company BLP86 Services agreement using Australian Taxation Office comparative rates from Tax

Ruling 2006/2 BLP119 Share Certificate (Template) BLP48 Shareholders agreement BLP20 Specialist services agreement BLP51 Standard terms and conditions of sale BLP82 Standard transfer form for non-market transactions BLP33 Technical services and distribution agreement








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Precedent Code Precedent Description BLP46 Trade mark licence BLP14 Underwriting agreement BLP112 Undirected Proxy Form








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CHARGE

Precedent Code Precedent Description CHA14 General security agreement (short form) CHA1 General security agreement (for use after the introduction of the Personal Properties

Securities Act 2009 (Cth)) CHA2 Statutory declaration by a director of the chargor company as to solvency of the company CHA3 Statutory declaration by a director of the chargor company as to the amount of

indebtedness (for duty purposes) CHA4A Minutes of meeting of the directors relating to execution of the general security agreement

by the chargor company in its own right CHA4B Minutes of meeting of the directors relating to execution of the general security

agreement by the chargor company in its own right and as trustee CHA5 Letter to the chargor company enclosing the general security agreement and other

documentation for signature CHA7 Wording for tax invoice for general security agreement CHA8 Final letter to the chargor company CHA9 Deed of priority CHA10 Discharge of deed of charge in respect of certain property CHA12 Share Charge Agreement (Short Form)








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CONVEYANCING

Purchaser

Before Exchange Precedent Code Precedent Description PUR63 Purchaser’s costs and disbursements quoting/estimating PUR2 Working plan when acting for purchaser of residential non-strata property PUR3 Working plan when acting for purchaser of residential strata property PUR4 Letter to purchaser confirming instructions ● See the NSW Department of Planning website for Smoke alarms Advisory note (March 2006):

http://www.planning.nsw.gov.au/~/media/Files/DPE/Reports/smoke-alarms-new-smoke-alarm-requirements-for-existing-buildings-from-1-may-2006.ashx

● See the NSW Department of Planning website for Smoke alarms Factsheet 1: owners of houses residential flats and units (March 2006):

http://www.planning.nsw.gov.au/~/media/Files/DPE/Other/smoke-alarms-new-smoke-alarm-requirements-owners-of-houses-residential-flats-and-units-2006-03.ashx

● See the NSW Fair Trading website Buying property section: http://www.fairtrading.nsw.gov.au/Tenants_and_home_owners/Buying_property.html

PUR6 Letter to purchaser explaining contract for purchase of non-strata residential property PUR8 Letter to purchaser explaining contract for purchase of strata residential property PUR75 Letter to vendor's solicitors requesting clause to be added to contract for the sale and

purchase of land and making pre-contract enquiries PUR21 Additional conditions for contract of sale of land when acting for a purchaser PUR86 Letter to vendor’s solicitors requesting authority for agent to inspect books of the owners

corporation PUR61 Authority to bid at auction on behalf of purchaser PUR7 Letter to vendor’s solicitors rescinding contract in accordance with the purchaser’s cooling-off

rights PUR9 Letter to vendor’s solicitors requesting extension of cooling-off period and enclosing letter for

signature by vendor PUR10 Letter for signature by vendor agreeing to extension of cooling-off period PUR58 Cooling-off certificate PUR11 Letter to vendor’s solicitors enclosing contract for the sale and purchase of land by way of

exchange PUR12 Letter to vendor’s solicitors enclosing statutory declaration to be made by the vendor about no

alterations to the property since the date of survey report PUR13 Statutory declaration to be made by the vendor about no alterations to the property since the

date of the survey report








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After Exchange Precedent Code Precedent Description PUR14 Letter to purchaser confirming exchange PUR27 Letter to vendor’s solicitors enclosing requisitions on title together with notice under Section 22

of the Strata Schemes Management Act 2015 (NSW) PUR55 Residential property requisitions on title PUR64 Strata title (residential) property requisitions on title PUR70 Rural land requisitions on title (from the Law Society of New South Wales) PUR48 Commercial requisitions on title for Real Property Act land PUR85 Strata title (commercial) property requisitions on title PUR88 Community title (non-strata title) property requisitions on title PUR89 Community title (strata title) property requisitions on title PUR26 Notice to owners corporation under Section 22 of the Strata Schemes Management Act 2015 PUR15 Letter ordering survey report PUR16 Letter to council ordering building certificate PUR17 Letter ordering old system search PUR18 Letter to insurance company ordering certificate of currency for owners corporation insurance PUR20 Letter to mortgagee advising particulars of title PUR25 Deed of conveyance PUR28 Letter to vendor’s solicitors enclosing transfer PUR22 Letter to vendor’s solicitors enclosing notice of rescission of contract PUR23 Notice of rescission of contract for the sale and purchase of land PUR76 Deed of variation of contract for the sale and purchase of land PUR29 Letter to vendor’s solicitors advising purchaser is ready to settle PUR30 Letter to vendor’s solicitors enclosing notice to complete PUR31 Notice to complete PUR32 Letter to vendor’s solicitors disputing notice to complete PUR57 Rates update sheet PUR56 Draft settlement sheet PUR40 Settlement sheet PUR19 Letter to vendor’s solicitors enclosing draft settlement figures PUR33 Letter to settlement agent advising settlement arrangements PUR34 Direction to pay to mortgagee PUR35 Order on agent or solicitor PUR84 Tax invoice PUR60 Settlement instructions when acting for purchaser








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After settlement Precedent Code Precedent Description PUR36 Letter paying account PUR59 Letter to council or Sydney Water enclosing payment for rates PUR38 Letter to purchaser confirming settlement of purchase of non-strata property PUR39 Letter to purchaser confirming settlement of purchase of strata property PUR41 Letter to the secretary of the owners corporation enclosing Section 22 notice and payment of

levies PUR50 Letter to purchaser enclosing tax invoice following settlement

Other transactions

When acting for one owner purchasing share from another Precedent Code Precedent Description PUR44 Direction to firm by a co-owner purchasing share from another co-owner not to investigate title

fully PUR42A Statutory declaration by registered proprietor about non strata property PUR42B Statutory declaration by registered proprietors about non strata property PUR43A Statutory declaration by registered proprietor about strata property PUR43B Statutory declaration by registered proprietors about strata property

Trust Arrangements

Precedent Code Precedent Description PUR68 Declaration of trust PUR45 Trust deed executed prior to settlement

PUR46

Statutory declaration by a beneficiary being one of the purchasers supporting the trust deed

Novation Agreements


PUR49 Novation deed (where the original Contract is cancelled and a fresh Contract entered into with substituted purchaser)

Guarantees

Precedent Code Precedent Description PUR66 Deed of assignment of benefit of guarantee of lease

Caveats Precedent Code Precedent Description CAV1 A smorgasbord of 'Estate or Interest claimed' for caveats







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Mortgage

New private mortgage lending

WARNING: THESE PRECEDENTS ARE FOR PRIVATE MORTGAGE LENDING FOR BUSINESS PURPOSES TO FAMILY MEMBERS ONLY AND NOT FOR MONEY BEING ADVANCED UNDER THE NATIONAL CREDIT CODE.

Precedent Code Precedent Description MOR67 Mortgagor costs checklist MOR21 Letter to mortgagor’s solicitor enclosing mortgage documents together with a list of

requirements ● MOR - Mortgage Memorandum No. W829394 MOR66 Mortgage (simple form) MOR6 Mortgage (longer form) MOR10 Old system deed of mortgage MOR12 Deed of guarantee and statutory declaration (one guarantor) MOR13 Deed of guarantee and statutory declaration (more than one guarantor) MOR14 Deed of guarantee for advance guaranteed by company MOR76 Declaration of purpose (Regulation 68 of the National Consumer Protection Regulations 2010) MOR11 Assignment of insurance policy MOR15A Statutory declaration by mortgagor about non strata property MOR15B Statutory declaration by mortgagors about non strata property MOR16A Statutory declaration by mortgagor about strata property MOR16B Statutory declaration by mortgagors about strata property MOR17A Statutory declaration of director of mortgagor company about company and company non

strata property MOR17B Statutory declaration of director of mortgagor company about company and company strata

property MOR19 Authority, undertaking and direction to pay MOR20 Minute of meeting MOR23 Residential property requisitions on title MOR63 Notice to owners corporation under Section 22 of the Strata Schemes Management Act 2015

from mortgagor or incoming mortgagee MOR71 Rule 11 declaration by borrower/grantor of a security interest (Rule 11 of the Legal Profession

Uniform Legal Practice (Solicitors) Rules 2015, Schedule 1) MOR97 Rule 11 declaration by borrower/grantor of a security interest (corporation) (Rule 11 of the

Legal Profession Uniform Legal Practice (Solicitors) Rules 2015, Schedule 1A) MOR79 Rule 11 declaration by borrower/grantor of a security interest (trustee) (Rule 11 of the Legal

Profession Uniform Legal Practice (Solicitors) Rules 2015, Schedule 1B) MOR72 Rule 11 declaration by third party mortgagor, guarantor, surety mortgagor or indemnifier for the

borrower/grantor of a security interest (Rule 11 of the Legal Profession Uniform Legal Practice (Solicitors) Rules 2015, Schedule 2)

MOR98 Rule 11 declaration by third party mortgagor, guarantor, surety mortgagor or indemnifier for the borrower/grantor of a security interest (corporation) (Rule 11 of the Legal Profession Uniform Legal Practice (Solicitors) Rules 2015, Schedule 2A)








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Precedent Code Precedent Description MOR73 Rule 11 interpreter’s certificate (Rule 11 of the Legal Profession Uniform Legal Practice

(Solicitors) Rules 2015, Schedule 3) MOR74 Rule 11 acknowledgment of legal advice by proposed borrower/proposed grantor of a security

interest (Rule 11 of the Legal Profession Uniform Legal Practice (Solicitors) Rules 2015, Schedule 4 Part 1)

MOR75 Rule 11 acknowledgment of legal advice by proposed guarantor (Rule 11 of the Legal Profession Uniform Legal Practice (Solicitors) Rules 2015, Schedule 4 Part 2)

MOR99 Rule 11 acknowledgment of legal advice by proposed borrower/grantor of a security interest (corporation) (Rule 11 of the Legal Profession Uniform Legal Practice (Solicitors) Rules 2015, Schedule 4A Part 1)

MOR100 Rule 11 acknowledgment of legal advice by proposed guarantor (corporation) (Rule 11 of the Legal Profession Uniform Legal Practice (Solicitors) Rules 2015, Schedule 4A Part 2)

MOR92 Rule 11 acknowledgment of legal advice by proposed borrower/grantor of a security interest (trustee) (Rule 11 of the Legal Profession Uniform Legal Practice (Solicitors) Rules 2015, Schedule 4B Part 1)

MOR101 Rule 11 acknowledgment of legal advice by proposed borrower/grantor of a security interest/trustee (corporation) (Rule 11 of the Legal Profession Uniform Legal Practice (Solicitors) Rules 2015, Schedule 4C)

MOR65 Settlement instructions when acting for mortgagee MOR64 Letter to the secretary of the owners corporation enclosing Section 22 notice from mortgagee’s

solicitor MOR27 Letter to insurance company about assignment of insurance policy MOR28 Epitome of mortgage MOR29 Letter to the mortgagee enclosing an epitome of mortgage MOR30 Letter to the mortgagor’s solicitors enclosing an epitome of mortgage MOR38 Letter to the mortgagor’s solicitors enclosing paid tax invoice

Discharge of mortgage


Precedent Code Precedent Description MOR31 Letter to the mortgagor advising the mortgage is due for repayment MOR33 Old System Discharge of mortgage MOR34 Authority to receive MOR11 Assignment of insurance policy MOR58 Notice to owners corporation under Section 22 of the Strata Schemes Management Act 2015

from discharging mortgagee MOR59 Letter to the secretary of the owners corporation enclosing Section 22 notice on discharge of

mortgage MOR35 Letter to the mortgagee enclosing the discharge of mortgage documents for signing MOR36 Letter to the mortgagee confirming settlement of the discharge of mortgage MOR27 Letter to insurance company about assignment of insurance policy








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Variation of mortgage


Precedent Code Precedent Description MOR37 Letter to the mortgagee advising that the mortgage is due for repayment MOR31 Letter to the mortgagor advising that the mortgage is due for repayment MOR40 Letter to the mortgagor enclosing the variation of mortgage documents for signing (when acting

for the mortgagee) MOR39 Deed of variation of mortgage (old system) MOR15A Statutory declaration by mortgagor about non strata property MOR15B Statutory declaration by mortgagors about non strata property MOR16A Statutory declaration by mortgagor about strata property MOR16B Statutory declaration by mortgagors about strata property MOR17A Statutory declaration of director of mortgagor company about company and company non

strata property MOR17B Statutory declaration of director of mortgagor company about company and company strata

property MOR41 Letter to the mortgagee enclosing the variation of mortgage documents for signing MOR42 Letter to the mortgagee enclosing an epitome of variation of mortgage MOR43 Letter to the mortgagor’s solicitor enclosing an epitome of variation of mortgage MOR69 Letter to the mortgagor confirming variation of mortgage MOR28 Epitome of mortgage

Transfer of mortgage


Precedent Code Precedent Description MOR46 Deed of assignment of old system mortgage

MOR47 Memorandum of transfer of insurance policy MOR48 Notice by transferee of transfer of mortgage MOR49 Notice by transferor of transfer of mortgage MOR50 Letter to the outgoing mortgagee enclosing transfer of mortgage documents MOR63 Notice to owners corporation under Section 22 of the Strata Schemes Management Act 2015

from mortgagor or incoming mortgagee MOR64 Letter to the secretary of the owners corporation enclosing Section 22 notice from mortgagee’s

solicitor MOR51 Letter to the mortgagor giving notice of the transfer and enclosing an epitome of mortgage MOR70 Letter to the new mortgagee confirming transfer and variation of mortgage and enclosing

documentation for signing








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Precedent Code Precedent Description MOR28 Epitome of mortgage MOR27 Letter to insurance company about assignment of insurance policy

Default under mortgage


Precedent Code Precedent Description MOR52 Letter to the mortgagor concerning default under the mortgage MOR53 Notice under Section 57(2)(b) of the Real Property Act 1900 (NSW) and Section 111 of the

Conveyancing Act 1919 (NSW)

Trust arrangements


Precedent Code Precedent Description MOR55 Minutes of meeting of directors of a company to act as nominee for lenders

MOR56 Declaration of trust by a company MOR57 Declaration of trust under hand of a director

Caveats

Precedent Code Precedent Description CAV1 A smorgasbord of ‘Estate or Interest claimed’ for caveats

Additional documentation


Precedent Code Precedent Description MOR60 Deed of loan MOR61 Deed of priority MOR62 Deed of mortgagee’s consent to strata subdivision








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Vendor

Before Exchange

Precedent Code Precedent Description VEN48 Working plan when acting for vendor of residential non strata property VEN62 Working plan when acting for vendor of residential strata property VEN55 Taking initial instructions from the vendor VEN81 Checklist for taking instructions from vendor of rural property or when acting for a purchaser

of a rural property ● See the NSW Department of Planning website for Smoke alarms Advisory note (March 2006):

http://www.planning.nsw.gov.au/~/media/Files/DPE/Reports/smoke-alarms-new-smoke-alarm-requirements-for-existing-buildings-from-1-may-2006.ashx

● See the NSW Department of Planning website for Smoke alarms Factsheet 1: owners of houses residential flats and units (March 2006):

http://www.planning.nsw.gov.au/~/media/Files/DPE/Other/smoke-alarms-new-smoke-alarm-requirements-owners-of-houses-residential-flats-and-units-2006-03.ashx

● See the NSW Fair Trading website Selling property section: http://www.fairtrading.nsw.gov.au/ftw/Tenants_and_home_owners/Selling_property.page

VEN1 Letter to vendor on receiving instructions for non-strata sale VEN2 Letter to vendor on receiving instructions for strata sale VEN3 Letter to building over sewers department VEN49 Letter ordering survey report VEN84 Letter to the managing agent authorising the purchaser to inspect the books of the owners

corporation VEN63 Conditions of tender VEN4 Contract for the sale and purchase of land 2017 edition (including pages 1 & 2 of the

contract, cooling-off certificate, additional clauses and schedule of documents) (sale of a residential property)

VEN4A Contract for the sale and purchase of land 2018 edition (including pages 1 & 2 of the contract, cooling-off certificate, additional clauses and schedule of documents) (sale of a residential property)

VEN4B Contract for the sale and purchase of land 2019 edition (including pages 1, 2 & 3 of the contract, cooling-off certificate and additional clauses) (sale of a residential property)

VEN105 Contract for the sale and purchase of land 2017 edition (including pages 1 & 2 of the contract, additional clauses, schedule of documents and cooling-off certificate) (sale of a residential property) (shorter form)

VEN105A Contract for the sale and purchase of land 2018 edition (including pages 1 & 2 of the contract, additional clauses, schedule of documents and cooling-off certificate) (sale of a residential property) (shorter form)

VEN105B Contract for the sale and purchase of land 2019 edition (including pages 1 & 2 of the contract, additional clauses, schedule of documents and cooling-off certificate) (sale of a residential property) (shorter form)

VEN6 Optional additional clauses for the contract for the sale and purchase of land








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Precedent Code Precedent Description VEN79 Additional clauses for the contract for the sale and purchase of land when acting on the

sale of a rural property (to add to VEN4 - Contract for the sale and purchase of land (sale of a residential property))

VEN8 Letter to agent enclosing draft contract for sale VEN9 Letter to the agent enclosing the contract for an auction sale VEN10 Letter to vendor enclosing draft contract for approval VEN50 Letter to the vendor enclosing a tax invoice for preparation of the contract VEN14 Letter to purchaser’s solicitors enclosing contract for approval and signing VEN68 Letter to the vendor enclosing contract for approval and signing VEN15 Letter to purchaser’s solicitors exchanging contracts by post VEN60 Authority to sign the contract at auction on behalf of the vendor VEN113 Auction Reserve Price Letter (for residential or rural property)

After Exchange

Precedent Code Precedent Description VEN16 Letter to the vendor confirming exchange of contracts VEN17 Letter to the agent confirming exchange of contracts VEN106 Residential Withholding Payment Notice VEN82 Deed of variation of contract for the sale and purchase of land VEN13 Letter to the purchaser’s solicitors enclosing the controlled money form VEN18 Letter to mortgagee organising discharge of mortgage VEN19 Letter to the secretary of the owners corporation or strata manager requesting section 184

certificate VEN59 Authority to the purchaser to lodge a development application VEN20 Letter to the purchaser’s solicitors enclosing the abstract of title VEN21 Chronological list of documents, events and facts VEN23 Licence to occupy property before completion VEN65 Letter to the purchaser’s solicitors granting the purchaser access to the property prior to

completion VEN66 Letter to the purchaser’s solicitors granting the purchaser possession of the property prior to

completion VEN24 Statutory declaration re no alterations to survey report VEN25 Statutory declaration by vendor regarding change of name VEN5 Letter to Commissioner of Land Tax requesting land tax clearance when acting for executor VEN28 Replies to requisitions on title - Ausdoc - town land (revised Feb 1992) VEN7 Replies to requisitions on title - Ausdoc Office Pty Ltd - town land (revised Feb 1995) VEN11 Replies to requisitions on title - Ausdoc Commercial & Law Stationers – form 250 (revised

Sept 1993) VEN12 Replies to requisitions on title - Ausdoc Commercial & Law Stationers – form 250 (revised Aug

1996) VEN22 Replies to requisitions on title - H.C. Martyn & Sons (Aust) Pty. Ltd. – form 253 (revised Sept

1993) - city, town land or urban land








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Precedent Code Precedent Description VEN26 Replies to requisitions on title - Ausdoc Commercial & Law Stationers – form 253

(revised Aug 1996) - city, town land or urban land VEN47 Replies to requisitions on title - Blue Star Group P/L – form 253 (revised Sept 1997) – city,

town land or urban land VEN73 Replies to requisitions on title – HWLE Lawyers residential property requisitions on title

(copyright 2020) (PUR55) VEN73H Replies to requisitions on title – HWLE Lawyers residential property requisitions on title

(copyright 2019) VEN73G Replies to requisitions on title – HWLE Lawyers residential property requisitions on

title (copyright 2018) VEN73F Replies to requisitions on title – TressCox Lawyers residential property requisitions on

title (copyright 2017) VEN73E Replies to requisitions on title – TressCox Lawyers residential property requisitions on

title (copyright 2013) VEN73D Replies to requisitions on title - Law Society of New South Wales residential property

requisitions on title (copyright 2007 and copyright 2011) VEN73C Replies to requisitions on title - Law Society of New South Wales residential property

requisitions on title (copyright 2006) VEN73A Replies to requisitions on title – Law Society of New South Wales residential property

requisitions on title (copyright 2004) VEN73B Replies to requisitions on title – Law Society of New South Wales residential property

requisitions on title (copyright 2003) VEN74 Replies to requisitions on title – 2004 Australian Law Stationers Pty Ltd – form 825 town

land (Torrens title) VEN88 Replies to requisitions on title – 2004 Australian Law Stationers Pty Ltd – form 825 town land

(Torrens title) – 2005 edition VEN99 Replies to requisitions on title – 2008 Australian Law Stationers Pty Ltd – form 825 town land

(Torrens title) VEN86 Replies to requisitions on title - Australian Law Stationers Pty Limited – form 800 - 2005

edition (strata title) VEN93 Replies to requisitions on title - Australian Law Stationers Pty Limited – form 800 - 2008

edition (strata title) VEN51 Replies to requisitions on title - Ausdoc Commercial & Law Stationers – form 254 (revised

Sept 1993) - strata title VEN53 Replies to requisitions on title - Ausdoc Commercial & Law Stationers – form 254 (revised Aug

1996) - strata title VEN67 Replies to requisitions on title - Blue Star Group P/L t/as Ausdoc Office – form 254 (revised

June 1997) - strata title VEN78 Replies to requisitions on title – HWLE Lawyers strata title (residential) property requisitions

on title (copyright 2020) (PUR64) VEN78H Replies to requisitions on title – HWLE Lawyers strata title (residential) property requisitions

on title (copyright 2019) VEN78G Replies to requisitions on title – HWLE Lawyers strata title (residential) property requisitions

on title (copyright 2018)








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Precedent Code Precedent Description VEN78F Replies to requisitions on title – TressCox Lawyers strata title (residential) property

requisitions on title (copyright 2017) VEN78E Replies to requisitions on title – TressCox Lawyers strata title (residential) property

requisitions on title (copyright 2013) VEN78D Replies to requisitions on title - Law Society of New South Wales strata title (residential)

property requisitions on title (copyright 2007 and copyright 2011) VEN78C Replies to requisitions on title - Law Society of New South Wales strata title (residential)

property requisitions on title (copyright 2006) VEN78A Replies to requisitions on title – Law Society of New South Wales strata title (residential)

property requisitions on title (copyright 2004) VEN78B Replies to requisitions on title – Law Society of New South Wales strata title (residential)

property requisitions on title (copyright 2003) VEN89 Replies to requisitions on title – HWLE Lawyers strata title (commercial) property requisitions

on title (copyright 2019) (PUR85) VEN89D Replies to requisitions on title – HWLE Lawyers strata title (commercial) property requisitions

on title (copyright 2018) VEN89C Replies to requisitions on title – TressCox Lawyers strata title (commercial) property

requisitions on title (copyright 2017) VEN89B Replies to requisitions on title – TressCox Lawyers strata title (commercial) property

requisitions on title (copyright 2013) VEN89A Replies to requisitions on title – Law Society of New South Wales strata title (commercial)

property requisitions on title (copyright 2007 and copyright 2011) VEN110 Replies to requisitions on title – HWLE Lawyers commercial requisitions on title for real

property act land (copyright 2019) (PUR48) VEN110B Replies to requisitions on title – HWLE Lawyers commercial requisitions on title for real

property act land (copyright 2018) VEN110A Replies to requisitions on title – TressCox Lawyers commercial requisitions on title for real

property act land (copyright 2017) VEN111 Replies to requisitions on title – HWLE Lawyers community title (non-strata title) property

requisitions on title (copyright 2019) (PUR88) VEN112 Replies to requisitions on title – HWLE Lawyers community title (strata title) property

requisitions on title (copyright 2019) (PUR89) VEN30 Letter to the vendor enclosing draft replies to requisitions on title for approval VEN31 Letter to vendor enclosing transfer for signing VEN32 Letter to the purchaser’s solicitors advising that the vendor is ready to settle VEN33 Letter to purchaser’s solicitors serving notice to complete VEN34 Notice to complete VEN35 Notice of termination of contract by the vendor VEN36 Letter to purchaser’s solicitors disputing notice to complete VEN37 Notice of attornment for a commercial property or notice of sale for residential premises

(Section 76 of the Residential Tenancies Act 2010 (NSW)) VEN27 Rates update sheet VEN42 Settlement sheet VEN100 Letter to the vendor enclosing settlement figures for approval








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Precedent Code Precedent Description VEN38 Direction to pay balance of settlement money VEN83 Tax invoice VEN90 Executor’s receipt VEN56 Settlement instructions when acting for vendor VEN73A Replies to requisitions on title – Law Society of New South Wales residential property

requisitions on title (copyright 2004) VEN73B Replies to requisitions on title – Law Society of New South Wales residential property

requisitions on title (copyright 2003) VEN74 Replies to requisitions on title – 2004 Australian Law Stationers Pty Ltd – form 825 town land

(Torrens title) VEN88 Replies to requisitions on title – 2004 Australian Law Stationers Pty Ltd – form 825 town land

(Torrens title) – 2005 edition VEN99 Replies to requisitions on title – 2008 Australian Law Stationers Pty Ltd – form 825 town land

(Torrens title) VEN86 Replies to requisitions on title - Australian Law Stationers Pty Limited – form 800 - 2005

edition (strata title) VEN93 Replies to requisitions on title - Australian Law Stationers Pty Limited – form 800 - 2008

edition (strata title) VEN51 Replies to requisitions on title - Ausdoc Commercial & Law Stationers – form 254 (revised

Sept 1993) - strata title VEN53 Replies to requisitions on title - Ausdoc Commercial & Law Stationers – form 254 (revised Aug

1996) - strata title VEN67 Replies to requisitions on title - Blue Star Group P/L t/as Ausdoc Office – form 254 (revised

June 1997) - strata title VEN78 Replies to requisitions on title – HWLE Lawyers strata title (residential) property requisitions

on title (copyright 2020) (PUR64) VEN78H Replies to requisitions on title – HWLE Lawyers strata title (residential) property requisitions

on title (copyright 2019) VEN78G Replies to requisitions on title – HWLE Lawyers strata title (residential) property requisitions

on title (copyright 2018) VEN78F Replies to requisitions on title – TressCox Lawyers strata title (residential) property

requisitions on title (copyright 2017) VEN78E Replies to requisitions on title – TressCox Lawyers strata title (residential) property

requisitions on title (copyright 2013) VEN78D Replies to requisitions on title - Law Society of New South Wales strata title (residential)

property requisitions on title (copyright 2007 and copyright 2011) VEN78C Replies to requisitions on title - Law Society of New South Wales strata title (residential)

property requisitions on title (copyright 2006) VEN78A Replies to requisitions on title – Law Society of New South Wales strata title (residential)

property requisitions on title (copyright 2004) VEN78B Replies to requisitions on title – Law Society of New South Wales strata title (residential)

property requisitions on title (copyright 2003) VEN89 Replies to requisitions on title – HWLE Lawyers strata title (commercial) property requisitions

on title (copyright 2019) (PUR85) VEN89D Replies to requisitions on title – HWLE Lawyers strata title (commercial) property requisitions

on title (copyright 2018)








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Precedent Code Precedent Description VEN89C Replies to requisitions on title – TressCox Lawyers strata title (commercial) property

requisitions on title (copyright 2017) VEN89B Replies to requisitions on title – TressCox Lawyers strata title (commercial) property

requisitions on title (copyright 2013) VEN89A Replies to requisitions on title – Law Society of New South Wales strata title (commercial)

property requisitions on title (copyright 2007 and copyright 2011) VEN110 Replies to requisitions on title – HWLE Lawyers commercial requisitions on title for real

property act land (copyright 2019) (PUR48) VEN110B Replies to requisitions on title – HWLE Lawyers commercial requisitions on title for real

property act land (copyright 2018) VEN110A Replies to requisitions on title – TressCox Lawyers commercial requisitions on title for real

property act land (copyright 2017) VEN111 Replies to requisitions on title – HWLE Lawyers community title (non-strata title) property

requisitions on title (copyright 2019) (PUR88) VEN112 Replies to requisitions on title – HWLE Lawyers community title (strata title) property

requisitions on title (copyright 2019) (PUR89) VEN30 Letter to the vendor enclosing draft replies to requisitions on title for approval VEN31 Letter to vendor enclosing transfer for signing VEN32 Letter to the purchaser’s solicitors advising that the vendor is ready to settle VEN33 Letter to purchaser’s solicitors serving notice to complete VEN34 Notice to complete VEN35 Notice of termination of contract by the vendor VEN36 Letter to purchaser’s solicitors disputing notice to complete VEN37 Notice of attornment for a commercial property or notice of sale for residential premises

(Section 76 of the Residential Tenancies Act 2010 (NSW)) VEN27 Rates update sheet VEN42 Settlement sheet VEN100 Letter to the vendor enclosing settlement figures for approval VEN38 Direction to pay balance of settlement money VEN83 Tax invoice VEN90 Executor’s receipt VEN56 Settlement instructions when acting for vendor

After Settlement

Precedent Code Precedent Description VEN39 Letter to agent enclosing cheque for commission/order on the agent VEN40 Letter to purchaser’s solicitors enclosing cheque for half share of interest on deposit VEN41 Letter to vendor confirming settlement VEN43 Letter to the secretary of the owners corporation enclosing Section 22 notice and payment of

levies VEN44 Letter to council or Sydney Water enclosing payment for rates VEN70 Letter to vendor enclosing tax invoice following settlement








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Other transactions

Precedent Code Precedent Description VEN45 Agreement for the sale of chattels VEN57 Statutory declaration by solicitor regarding lost certificate of title VEN58A Statutory declaration by registered proprietor regarding lost certificate of title VEN58B Statutory declaration by registered proprietors regarding lost certificate of title VEN64 Statutory declaration by registered proprietor regarding matrimonial home VEN91 Contract for the sale of shares in a company title unit

Caveats

Precedent Code

Precedent Description

CAV1 A smorgasbord of 'Estate or Interest claimed' for caveats

Options Precedent Code Precedent Description VEN46 Deed of call option for a residential property VEN52 Cooling-off certificate for option to purchase VEN61 Deed of put and call option for a commercial property








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ESTATES

Introduction Precedent Code Precedent Description EST1 Structure of estate file EST2 Estates checklist EST136 Working plan for probate application and administration of estate EST137 Working plan for application for letters of administration and administration of estate

Preliminary correspondence and documentation

Precedent Code Precedent Description EST87 Initial letter to executor enclosing costs disclosure and costs agreement and advising

generally on preliminary estate matters EST167 Letter to executor requesting information about assets of the deceased EST167A Inventory of property for attachment to EST167 - Letter to executor requesting information

about assets of the deceased EST5 Advertisement for missing Will for publication in the Law Society Journal EST92 Letter to various trustee companies and others searching for the Will of deceased EST57 Letter to the NSW Registry of Births Deaths & Marriages applying for a death certificate EST3 Letter to bank or credit union for account details of the deceased EST4 Letter to the company or share registry of the company for securities details of the

deceased EST36 Letter to broker about CHESS holdings of the deceased EST7 Letter to Centrelink for pension details for the deceased EST8 Letter to insurance company for policy details of the deceased EST9 Letter to employer for salary and other details for the deceased EST10 Letter to Reserve Bank of Australia registry for details of holding of the deceased EST11 Letter to medical benefits fund about contributions and benefits payable EST12 Letter to superannuation fund for fund details of the deceased EST121 Letter to council or Sydney Water requesting details of any outstanding amounts as at the

date of death EST122 Letter to owners corporation requesting details of any outstanding amounts as at the date

of death EST64 Letter to accountant requesting information about the family company or family trust of

the deceased EST111 Letter to aged care provider about refund of accommodation bond or refundable

accommodation deposit EST88 Letter to Australian Taxation Office requesting tax file number for the estate EST123 Authority to release information EST142 Authority to the Australian Taxation Office to release information








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Grant of probate

Precedent Code Precedent Description EST136 Working plan for probate application and administration of estate EST13 Probate application instruction sheet EST14 Notice of intended application for probate (NCT116) EST144 Notice of intended application for probate where cross-claim filed opposing probate of

later Will (NCT116) EST15A Summons for probate (singular form) (NCT111) EST15B Summons for probate (plural form) (NCT111) EST127 Grant of probate (NCT112) EST16 Affidavit of attesting witness (NCT132) EST17 Inventory of property (NCT117) EST18A Affidavit of executor (singular form) (NCT118) EST18B Affidavit of executors (plural form) (NCT118) EST22A Affidavit of additional assets (or liabilities or assets and liabilities) (singular form) (NCT148) EST22B Affidavit of additional assets (or liabilities or assets and liabilities) (plural form) (NCT148) EST169 Affidavit as to delay in filing of application by solicitor for the executor or administrator

(NCT40) EST93 Notice to affected person (NCT135) EST94 Consent of affected person (NCT134) EST85 Renunciation of probate (NCT123) EST146 Renunciation in favour of NSW Trustee and Guardian (NCT124) EST109 Letter to executor enclosing affidavit of executor and other documents for signing EST110 Instructions for signing estate documentation

Grant of letters of administration

Precedent Code Precedent Description EST137 Working plan for application for letters of administration and administration of estate EST25 Letters of administration application instruction sheet EST130 Notice to non-consenting persons of application for administration (NCT4A) EST131 Affidavit of service of notice to non-consenting persons of application for administration

under Part 78 rule 24A(3)(b) of the Supreme Court Rules (NCT40) EST26 Notice of intended application for administration (NCT116) EST79 Notice of intended application for administration where there may be a de facto spouse or

domestic partner (NCT128) EST27A Summons for administration or administration with the Will annexed (singular form)

(NCT111) EST27B Summons for administration or administration with the Will annexed (plural form)

(NCT111) EST128 Grant of letters of administration or administration with Will annexed (NCT112) EST17 Inventory of property (NCT117) EST28A Affidavit of applicant for administration (singular form) (NCT119)








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Precedent Code Precedent Description EST28B Affidavit of applicants for administration (plural form) (NCT119) EST21A Affidavit of applicant for administration with the Will annexed (singular form) (NCT120) EST21B Affidavit of applicants for administration with the Will annexed (plural form) (NCT120) EST19A Affidavit of applicant for administration for the purposes of the Family Provision Act 1982

or Chapter 3 of the Succession Act 2006 (NSW) (singular form) (NCT122) EST19B Affidavit of applicants for administration for the purposes of the Family Provision Act 1982

or Chapter 3 of the Succession Act 2006 (NSW) (plural form) (NCT122) EST20 Affidavit that deceased was not in a de facto relationship (NCT126) EST78 Affidavit as to de facto relationship (NCT127) EST164 Affidavit relating to domestic partnership (NCT129) EST22A Affidavit of additional assets (or liabilities or assets and liabilities) (singular form) (NCT148) EST22B Affidavit of additional assets (or liabilities or assets and liabilities) (plural form) (NCT148) EST169 Affidavit as to delay in filing of application by solicitor for the executor or administrator

(NCT40) EST118 Affidavit of surety (NCT131) EST30 Administration bond (NCT130) EST31 Consent to administration (NCT125) EST91 Letter to beneficiary requesting consent to application for grant of letters of administration

Grant of reseal

Precedent Code Precedent Description EST100 Reseal application instruction sheet EST32 Notice of intended application for reseal (NCT116) EST33A Summons for reseal (singular form) (NCT111) EST33B Summons for reseal (plural form) (NCT111) EST129 Grant of reseal (NCT113) EST34A Affidavit of applicant for resealing (singular form) (NCT121) EST34B Affidavit of applicants for resealing (plural form) (NCT121) EST17 Inventory of property (NCT117) EST99A Power of attorney for application for reseal of probate (singular form) EST99B Power of attorney for application for reseal of probate (plural form)

Estate litigation

Precedent Code Precedent Description EST145 Notice of intended application for administration under the Family Provision Act 1982

(NSW) or the Succession Act 2006 (NSW) (NCT116) EST147 Consent to order and affidavit of witness to consent (NCT1) EST149 Notice to apply for administration (NCT136) EST150 Answer to notice to apply for administration (NCT137)








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Precedent Code Precedent Description EST151 Notice to apply for probate (NCT138) EST152 Answer to notice to apply for probate (NCT139) EST153 Notice of proceedings (NCT140) EST183 Affidavit confirming service of notice of proceedings (NCT151) EST154 Notice of withdrawal of caveat (NCT142) EST158 Notice of objection to appointment of executor or administrator (NCT147) EST159 Plaintiff’s affidavit for family provision claims (NCT40)

Caveats

Precedent Code Precedent Description EST95 Caveat (NCT141) EST96 Notice to caveator (informal testamentary instrument) (NCT4A)

Subsequent to grant

Precedent Code Precedent Description EST155 Acknowledgment under Section 83 of the Probate Act (NCT149) EST156 Notice of appointment of executor or administrator (NCT145) EST157 Deed of appointment of executor or administrator (NCT146) EST37 Letter to executor advising of grant of probate, on distribution date and commission rights

and enclosing tax invoice EST38 Notice of intended distribution (NCT114) EST101 Notice to owners corporation under Section 22 of the Strata Schemes Management Act

2015 from surviving joint tenant EST60 Notice to owners corporation under Section 22 of the Strata Schemes Management Act

2015 from executor or administrator EST48 Letter to the secretary of the owners corporation enclosing Section 22 notice and payment

of levies EST124 Authority to bank from executor about closure of account EST41 Letter to bank, building society or credit union for proceeds of accounts EST43 Letter to insurance company for proceeds of insurance policy EST47 Letter to the Reserve Bank of Australia for proceeds of Commonwealth Government

inscribed stock EST46 Letter to company about redemption of debentures or units EST45 Request for redemption of debentures or units EST44 Letter to private company transmitting unlisted shares or company debentures EST77 Letter to broker transmitting broker-sponsored shares EST117 Letter to registry transmitting issuer-sponsored shares EST160 Letter to registry about transferring shares in various companies EST161 Letter to registry about transmission of holding EST97 Standard transfer form for non-market transactions








February 24



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Precedent Code Precedent Description EST49 Request for transfer to surviving joint holder (for unlisted holdings) EST50A Statement pursuant to Section 1071B of the Corporations Act 2001 (Cth) (singular form) EST50B Statement pursuant to Section 1071B of the Corporations Act 2001 (Cth) (plural form) EST75 Letter to broker about sale of holding of shares EST86 Letter to interstate Stamp Duty Offices requesting share transfer for unlisted shares be

marked 'not liable for stamp duty' or subject to nominal duty only EST69 Letter to Roads and Maritime Services regarding transfer of ownership of vehicle from

deceased to beneficiary or executor EST166 Statutory declaration for lodgement with NSW Land Registry Services when the name of

the deceased is not the same on the grant and a certificate of title EST162 Letter to law stationer requesting lodgment of documents for registration at NSW Land

Registry Services EST163 Memo to law stationer requesting filing of documents in the Supreme Court of New South

Wales

Distribution

Precedent Code Precedent Description EST52 Notice to interested witness of intention to distribute estate (NCT4A) EST53 Affidavit of consent to distribution of a gift (NCT133) EST55 Waiver by executor to claim commission EST58 Receipt for refund of disbursements incurred on behalf of estate EST61 Letter to beneficiary charity enclosing cheque for gift EST76 Receipt of beneficiary charity EST114 Letter to beneficiary advising of legacy in Will EST115 Statutory declaration by beneficiary in relation to legacy EST59 Letter to beneficiary about finalisation of estate EST42 Statement of distribution EST54 Statement and receipt of beneficiary

Estate accounts and commission

Precedent Code Precedent Description EST98 Letter to the registrar of the Supreme Court of New South Wales enclosing consent to

dispensing with the passing of accounts EST62A Notice of motion for order passing accounts/passing accounts and for commission

(singular form) (NCT20) EST62B Notice of motion for order passing accounts/passing accounts and for commission (plural

form) (NCT20) EST182 Notice of motion for order passing accounts and for commission (NCT150) EST102A Affidavit verifying accounts (singular form) (NCT40) EST102B Affidavit verifying accounts (plural form) (NCT40) EST65A Affidavit in support of application for commission by executor/ administrator (singular

form) (NCT40)








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Precedent Code Precedent Description EST65B Affidavit in support of application for commission by executors/ administrators (plural

form) (NCT40) EST66 Notice of filing of accounts (NCT144) EST83 Surety’s consent to order passing account and affidavit verifying surety’s consent (NCT1) EST68 Notice of intended objection to accounts or commission or accounts and commission

(NCT143) EST70 Certificate vouching accounts (NCT1) EST90 Renunciation of commission (NCT1) EST71 Order passing accounts and allowing commission (NCT43)

Deeds of release

Precedent Code Precedent Description EST72A Deed of release whereby beneficiaries agree to pay executors a sum in lieu of claim for

commission (singular form) EST72B Deed of release whereby beneficiaries agree to pay executors a sum in lieu of claim for

commission (plural form) EST73A Deed of release to executors in absence of grant of probate of Will (singular form) EST73B Deed of release to executors in absence of grant of probate of Will (plural form) EST74A Deed of release to executor on distribution prior to expiry of statutory notices (singular

form) EST74B Deed of release to executor on distribution prior to expiry of statutory notices (plural form)

Costing

Precedent Code Precedent Description EST81 Wording for bills of costs and costs disclosure and costs agreements

Land tax

Precedent Code Precedent Description EST168 Letter to Revenue NSW enclosing completed application for exemption - deceased estates

requesting urgent issue of Section 47 clearance certificate EST113 Letter to Revenue NSW enclosing initial land tax return for estate and claiming

Section 10A exemption EST104 Letter of land tax advice for exempt and non-exempt properties passing from estates

Income Tax

Precedent Code Precedent Description EST120 Letter to accountant about preparation of taxation returns

Other

Precedent Code Precedent Description EST170 Deed of assignment of an interest in a trust








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FAMILY LAW

Family Court of Australia and Family Law Courts forms Precedent Code Precedent Description FAM1 Acknowledgement – information from a family counsellor or family dispute resolution

practitioner FAM2 Acknowledgment of service FAM3 Affidavit FAM4 Affidavit – non-filing of family dispute resolution certificate FAM5 Affidavit - producing document under subpoena FAM6 Affidavit of proof of signature FAM7 Affidavit of service FAM8 Affidavit of single expert witness FAM9 Affidavit: translation of marriage certificate FAM10 Annexure to proposed consent parenting order (current case) FAM12 Application – contempt FAM13 Application – contravention FAM77 Application for arbitration (Form 6) FAM15 Application for consent orders FAM17 Application for reduction of payment of divorce or decree of nullity - financial hardship FAM14 Application for reduction of payment of divorce or decree of nullity – general FAM16 Application for sealed copy of orders FAM18 Application in a case FAM65 Application in an appeal FAM73 Application in an arbitration FAM78 Application relating to relevant property or financial arbitration (Form 7) FAM79 Application to register arbitration award (Form 8) FAM80 Application to register decree affecting registered arbitration award (Form 9) FAM67 Balance sheet FAM19 Bankruptcy – application for summons to examine relevant person or examinable person FAM20 Bankruptcy – application in a case FAM21 Bankruptcy – apprehension warrant FAM22 Bankruptcy – arrest warrant FAM23 Bankruptcy – notice of appearance FAM24 Bankruptcy – notice stating grounds of opposition to an application or application in a

case FAM25 Bankruptcy – notice to creditors of annulment application FAM69 Bankruptcy – search warrant FAM26 Bankruptcy – summons for examination FAM27 Bankruptcy application

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February 24



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Precedent Code Precedent Description FAM70 Bond FAM71 Case information FAM81 Certificate of non-compliance with subpoena (New Zealand) FAM30 Consent – Division 12A of the Family Law Act FAM33 Counselling certificate for applicants married less than 2 years FAM39 Document request form FAM34 Document to be filed pursuant to Rule 24.01(1)(h) of the Family Law Rules FAM35 Enforcement warrant – seizure & sale of property FAM68 Financial questionnaire FAM36 Financial statement FAM37 Initiating application (family law) FAM38 Itemised costs account FAM40 Notice disputing itemised cost account FAM41 Notice of address for service FAM42 Notice of appeal FAM43 Notice of appeal (child support) FAM44 Notice of ceasing to act FAM45 Notice of change of name FAM82 Notice of child abuse, family violence or risk of family violence (application for consent

orders) FAM46 Notice of child abuse, family violence or risk of family violence (current case) FAM84 Notice of contention FAM47 Notice of discontinuance FAM48 Notice of intervention by person entitled to intervene FAM50 Notice of objection to a hearing proceeding in the absence of the parties FAM51 Notice of payment into court FAM55 Notice of request to inspect FAM76 Notice of request to inspect - arbitration FAM72 Parenting questionnaire FAM31 Proposed consent parenting orders template where proceedings have already been filed

in the Family Court (including annexure to proposed consent parenting order) FAM52 Reply FAM53 Request for a procedural hearing FAM54 Request to attend by electronic communication FAM57 Response to an application in a case FAM66 Response to an application in an appeal FAM74 Response to an application in an arbitration FAM58 Response to initiating application (family law) FAM83 Submitting notice FAM59 Subpoena








February 24



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Precedent Code Precedent Description FAM75 Subpoena in an arbitration FAM61 Superannuation information kit FAM62 Third party debt notice FAM63 Undertaking FAM64 Undertaking as to disclosure

Additional forms

Precedent Code Precedent Description FAM100 A smorgasbord of Family Court orders

Financial agreements for or relating to a marriage

Precedent Code Precedent Description FAM309 Part VIIIA financial agreement under Section 90B of the Family Law Act 1975 (Cth) (before

marriage) FAM310 Part VIIIA financial agreement under Section 90C of the Family Law Act 1975 (Cth) (during

marriage) FAM327 Part VIIIA financial agreement under Section 90D of the Family Law Act 1975 (Cth) (after

divorce order is made) FAM324 Part VIIIA termination agreement under Section 90J of the Family Law Act 1975 (Cth)

Financial agreements for or relating to a de facto relationship

Precedent Code Precedent Description FAM322 Part VIIIAB financial agreement under Section 90UB of the Family Law Act 1975 (Cth)

(before de facto relationship) FAM325 Part VIIIAB financial agreement under Section 90UC of the Family Law Act 1975 (Cth)

(during de facto relationship) FAM328 Part VIIIAB financial agreement under Section 90UD of the Family Law Act 1975 (Cth)

(after breakdown of de facto relationship)

Correspondence and miscellaneous documents

Precedent Code Precedent Description FAM301 Australian standard transfer form for share market transactions FAM302 Authority to doctor to release information about medical treatment FAM303 Authority to client’s previous solicitors to forward papers etc. FAM306 Child Support Agency authority FAM305 Client information sheet FAM308 Domestic relationship agreement under Part IV of the Property (Relationships) Act 1984(NSW) FAM313 Letter to client requesting information to prepare affidavit of documents FAM316 Separation declaration FAM317 Statutory declaration for use when stamping transfer FAM318 Statutory declaration re change of name FAM319 Statutory declaration re transfer of land








February 24



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Federal Court of Australia Forms

Divorce forms

Precedent Code Precedent Description FCC106 Acknowledgment of service (divorce) FCC104 Affidavit of service by hand (divorce) FCC103 Affidavit of service by post (divorce) FCC105 Affidavit proving signature (divorce) FCC100 Application for divorce FCC107 Application for divorce – attachment for additional children FCC101 Response to divorce

Family law and child support (some of which forms are from the Family Court of Australia and Family Law Courts)

Precedent Code Precedent Description FAM1 Acknowledgement – information from a family counsellor or family dispute resolution

practitioner FAM4 Affidavit – non-filing of family dispute resolution certificate FAM13 Application – contravention FCC206 Application – draft consent parenting orders and allegations of abuse or family violence FCC207 Enforcement warrant – seizure & sale of property FAM36 Financial statement FAM37 Initiating application (family law) FCC200 Notice of appeal (child support) FCC209 Notice of risk FCC205 Response

All jurisdiction forms

Precedent Code Precedent Description FCC1 Affidavit FCC2 Affidavit of service FCC4 Application for review FCC3 Application in a case FCC5 Notice of address for service FCC6 Notice of discontinuance FCC11 Notice of intention to withdraw as lawyer FCC13 Notice of request to inspect in accordance with Federal Circuit Court rule 15A.13(1)(c) FCC12 Notice of withdrawal as lawyer FCC7 Notice to admit facts (and authenticity of documents) FCC8 Reply FCC10 Subpoena








February 24



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Precedent Code Precedent Description FAM58 Response to initiating application (family law) FAM61 Superannuation information kit FCC208 Third party debt notice

General federal law

Precedent Code Precedent Description FCC302 Applicant’s genuine steps statement – Rule 4.09 FCC300 Application – general federal law FCC301 Response – general federal law FCC303 Respondent’s genuine steps statement – Rule 4.10








February 24



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FEDERAL COURT FORMS

Federal Court of Australia Precedents

Precedent Code Precedent Description FED1 Title – all parties FED2 Title – no respondent FED3 Title – abbreviated parties FED4 Notice of acting – appointment of lawyer FED5 Notice of acting – change of lawyer FED6 Notice of termination of lawyer’s retainer FED7 Notice of intention to cease to act FED8 Notice of ceasing to act FED9 Referral certificate FED10 Notice of address for service FED11 Respondent’s genuine steps statement FED12 Urgent application before start of a proceeding FED13 Application by interested person for approval of agreement for person under a legal

incapacity FED14 Originating application by prospective applicant for order for discovery FED15 Originating application FED16 Applicant’s genuine steps statement FED17 Statement of claim FED18 Notice of a constitutional matter under Section 78B of the Judiciary Act 1903 FED19 Originating application starting a representative proceeding under Part IVA of the Federal

Court of Australia Act 1976 FED20 Notice of consent to be a group member FED21 Opt out notice FED22 Application for an order relating to the procedure to be followed in a representative

proceeding FED23 Request for service in a foreign country FED24 Request for transmission of a document to a foreign government FED25 Request for service abroad of judicial documents and certificate FED26 Summary of the document to be served FED27 Request for local service of foreign judicial documents FED28 Notice of change of address for service FED29 Submitting notice FED30 Receiver’s guarantee FED31 Notice of cross-claim FED32 Notice requiring service of pleadings and documents








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Precedent Code Precedent Description FED33 Defence FED34 Reply FED35 Interlocutory application FED36 Notice of claim FED37 Notice of admission FED38 List of documents FED39 Notice to produce a document in a pleading or affidavit FED40 Answers to interrogatories FED41 Notice to admit FED42 Notice of dispute FED43A Subpoena to give evidence FED43B Subpoena to produce documents FED43C Subpoena to give evidence and produce documents FED44 Subpoena – declaration by addressee notice to addressee FED45 Notice of offer to compromise FED46 Notice of acceptance of offer to compromise FED47 Notice of withdrawal of pleading FED48 Notice of discontinuance FED49 Notice of proceeding transferred from other courts FED50 Originating application for order in terms of arbitration award FED51 Originating application for stay of a proceeding under the International Arbitration Act

1974 FED52 Originating application to enforce a foreign award under the International Arbitration Act

1974 FED53 Originating application for relief under Model Law (Section 18 of the International

Arbitration Act 1974) FED54 Application for a subpoena under the International Arbitration Act 1974 FED55A Subpoena to attend for examination (International Arbitration Act 1974) FED55B Subpoena to produce documents (International Arbitration Act 1974) FED55C Subpoena to attend for examination and produce documents (International Arbitration

Act 1974) FED56 Originating application under Section 23A of the International Arbitration Act 1974 FED57 Originating application under Section 23F or Section 23G of the International Arbitration

Act 1974 FED58 Originating application to enforce an award under Section 35(4) of the International

Arbitration Act 1974 FED59 Affidavit FED60 Originating application for an order for evidence of a future right or claim FED61 Notice to produce FED62 Notice of intention to adduce evidence of previous representation








February 24



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Precedent Code Precedent Description FED63 Notice of objection to tender of hearsay evidence if maker of representation available FED64 Notice of intention to adduce tendency evidence FED65 Notice of intention to adduce coincidence evidence FED66 Originating application for judicial review FED67 Application for an extension of time FED68 Notice of objection to competency FED69 Originating application for relief under Section 39B Judiciary Act 1903 FED70 Originating application for review of a migration decision FED71 Notice of proceeding remitted by the High Court of Australia FED72 Notice of election petition FED73 Notice of appeal against appealable objection decision under Section 14ZZ Taxation

Administration Act 1953 FED74 Notice of appeal against departure prohibition order under Section 14V Taxation

Administration Act 1953 FED75 Notice of appeal from a tribunal FED76 Notice of cross-appeal from a tribunal FED77 Notice of contention FED78 Notice of discontinuance of appeal or cross-appeal FED79 Originating application under the Fair Work Act 2009 alleging dismissal in contravention

of a general protection FED80 Originating application under the Fair Work Act 2009 alleging unlawful termination of

employment FED81 Originating application under the Fair Work Act 2009 alleging discrimination FED82 Rule to show cause – originating application FED83 Originating application for inquiry relating to a ballot under Part 2 of Chapter 3 of

Schedule 1 to the Fair Work (Registered Organisations) Act 2009 FED84 Originating application for inquiry relating to a ballot under Part 3 of Chapter 3 of

Schedule 1 to the Fair Work (Registered Organisations) Act 2009 FED85 Originating application for inquiry relating to an election FED86 Originating application for an interim order in relation to an inquiry concerning an election

for an office in an organisation FED87 Originating application for an order in relation to an inquiry regarding an alleged

irregularity concerning a ballot FED88 Information FED89 Summons FED90 Warrant for arrest FED91 Warrant for imprisonment FED92 Notice of appeal (intellectual property) FED93 Notice of cross-appeal (intellectual property) FED94 Originating application for determination of equitable remuneration under Section 20(2)

Circuit Layouts Act 1989








February 24



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Precedent Code Precedent Description FED95 Originating application for determination of the terms of the doing of an act under Section

25(4) of the Circuit Layout Act 1989 FED96 Originating application for order for interim relief under Section 25 of the Trans-Tasman

Proceedings Act FED97 Interlocutory application for leave to serve subpoena in New Zealand FED98A Subpoena to give evidence (New Zealand) FED98B Subpoena to produce documents (New Zealand) FED98C Subpoena to give evidence and produce documents (New Zealand) FED99 Certificate of non-compliance with subpoena (New Zealand) FED100 Originating application under Section 58(2) of the Trans-Tasman Proceedings Act to

enforce an order made by a New Zealand court FED101 Originating application under the Trans-Tasman Proceedings Act FED102 Originating application for order for use of audio link or audiovisual link (New Zealand) FED103 Election petition (ATSI Act) FED104 Originating application – reference of question as to qualification or vacancy (ATSI Act) FED105 Interlocutory application to join parties to main application after relevant period FED106 Notice by party, other than the applicant, that the party wishes to cease to be a party FED107 Originating application under Native Title Act 1993 (other than main applications) FED108 Originating application for review of decision not to accept claim for registration FED109 Originating application to remove details of agreement from the Register of Indigenous

Land Use Agreements FED110 Referral of question about whether a party should cease to be a party under Section 94J of

the Native Title Act 1993 FED111 Interlocutory application for order to take account of the cultural or customary nature of

party or another person FED112 Short title – Native Title Proceeding FED113 Notice of appointment of agent (Section 84B(1) Native Title Act 1993) FED114 Notice of change in name, contact details or address for service of agent (Section 84B(1)

Native Title Act 1993) FED115 Application under Section 85 of the Native Title Act 1993 for leave to be represented by a

person who is not a lawyer FED116 Originating application under the Australian Human Rights Commission Act 1986 FED117 Application for leave to appeal FED118 Application for extension of time and leave to appeal FED119 Notice of objection to application being considered without oral hearing FED120 Notice of withdrawal of application FED121 Notice of appeal from the Federal Circuit Court of Australia FED122 Notice of appeal FED123 Notice of cross-appeal FED124 Notice of contention FED125 Notice of objection to competency








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Precedent Code Precedent Description FED126 Notice of discontinuance of an appeal or cross-appeal FED127 Bill of costs FED128 Notice of objection to estimate of costs FED129 Notice requesting full taxation of costs FED130 Notice of objection to bill of costs FED131 Notice of response to notice of objection FED132 Certificate of taxation FED133 Application for review of taxation FED134 Originating application for registration of a foreign judgment under the Foreign Judgments

Act 1991 FED135 Order for registration of money judgment FED136 Order for registration of non-money judgment FED137 Statement of charge FED200 Guidelines for expert witnesses in proceedings in the Federal Court of Australia (Practice

Note CM7 4 June 2013)

Federal Court of Australia – Corporations Act 2001 Forms

Precedent Code Precedent Description CAF1 Document title CAF2 Originating process CAF3 Interlocutory process CAF4 Notice of appearance CAF5 Notice of intervention by ASIC CAF6 Notice of hearing to approve compromise or arrangement CAF7 Affidavit accompanying statutory demand CAF8 Consent of liquidator/provisional liquidator CAF9 Notice of application for winding up order CAF10 Notice of application for winding up order by substituted plaintiff CAF11 Notice of winding up order and of appointment of liquidator CAF12 Notice of appointment of provisional liquidator CAF13 Notice by creditor or contributory of objection to release of liquidator CAF14 Affidavit in support of application for order for payment of call CAF15 Notice of application for leave to distribute a surplus CAF16 Notice of intention to apply for remuneration CAF16A Notice of intention to apply for review of remuneration CAF17 Summons for examination CAF17A Arrest warrant

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February 24



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Precedent Code Precedent Description CAF18 Summons for appearance in relation to registration of transfer of interests CAF19 Consent to act as designated person CAF20 Notice of filing of application for recognition of foreign proceeding CAF21 Notice of making of order under the Cross-Border Insolvency Act 2008 CAF22 Notice of dismissal or withdrawal of application for recognition of foreign proceeding CAF23 Notice of filing of application to modify or terminate an order for recognition or other relief

Federal Circuit Court of Australia Precedents

Divorce forms

Precedent Code Precedent Description FCC106 Acknowledgment of service (divorce) FCC104 Affidavit of service by hand (divorce) FCC103 Affidavit of service by post (divorce) FCC105 Affidavit proving signature (divorce) FCC100 Application for divorce FCC107 Application for divorce – attachment for additional children FCC101 Response to divorce

Family law and child support

(some of which forms are from the Family Court of Australia and Family Law Courts) Precedent Code Precedent Description FAM1 Acknowledgement – information from a family counsellor or family dispute resolution

practitioner FAM4 Affidavit – non-filing of family dispute resolution certificate

All jurisdiction forms

Precedent Code Precedent Description FCC1 Affidavit FCC2 Affidavit of service FCC4 Application for review FCC3 Application in a case FCC5 Notice of address for service FCC6 Notice of discontinuance FCC11 Notice of intention to withdraw as lawyer FCC13 Notice of request to inspect in accordance with Federal Circuit Court rule 15A.13(1)(c) FCC12 Notice of withdrawal as lawyer FCC7 Notice to admit facts (and authenticity of documents) FCC8 Reply FCC10 Subpoena








February 24



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Precedent Code Precedent Description FAM13 Application – contravention FCC206 Application – draft consent parenting orders and allegations of abuse or family violence FCC207 Enforcement warrant – seizure & sale of property FAM36 Financial statement FAM37 Initiating application (family law) FCC200 Notice of appeal (child support) FCC209 Notice of risk FCC205 Response FAM58 Response to initiating application (family law) FAM61 Superannuation information kit FCC208 Third party debt notice

General federal law

Precedent Code Precedent Description FCC302 Applicant’s genuine steps statement – Rule 4.09 FCC300 Application – general federal law FCC301 Response – general federal law FCC303 Respondent’s genuine steps statement – Rule 4.10

Industrial law forms

Precedent Code Precedent Description FCC500 Application – Fair Work Division FCC501 Claim under the Workplace Relations Act 1996 for unlawful termination of employment which

occurred prior to 1 July 2009 (form 1) FCC502 Claim under the Fair Work Act 2009 alleging dismissal in contravention of a general protection

(form 2) FCC503 Claim under the Fair Work Act 2009 alleging unlawful termination of employment (form 3) FCC504 Claim under the Fair Work Act 2009 alleging contravention of a general protection (form 4) FCC505 Small claim under the Fair Work Act 2009 (form 5)

High Court of Australia Precedents

Precedent Code Precedent Description HCT1 Notice of a constitutional matter HCT1A Notice of intervention HCT2 Judgment HCT3 Order HCT4 Consent HCT5 Arrest warrant








February 24



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Precedent Code Precedent Description HCT6 Committal warrant HCT7 Notice of appearance HCT8 Submitting appearance HCT9 Conditional appearance HCT10 Subpoena to give evidence HCT11 Subpoena to give evidence and produce documents HCT12 Application for an order to show cause HCT13 Writ of certiorari HCT14 Writ of mandamus HCT15 Writ of habeas corpus HCT16 Writ of prohibition HCT17 Application for removal HCT18 Response to application for removal HCT19 Respondent’s summary of argument HCT20 Writ of summons HCT21 Summons HCT22 Election petition HCT23 Application for leave or special leave to appeal HCT23A Response to application for leave or special leave to appeal HCT24 Notice of appeal HCT25 Notice of discontinuance HCT26 Notice of cross-appeal HCT27 Notice of contention HCT27A Appellant’s submissions HCT27b Appellant’s chronology HCT27C Intervener’s submissions HCT27D Respondent’s submissions HCT27E Appellant’s reply HCT27F Outline of oral submissions HCT28 Bill of costs HCT29 Certificate of taxation HCT30 Ex parte application for leave to issue a proceeding (Rule 6.06.3) HCT31 Ex parte application for leave to issue a proceeding (Rule 6.07.3)





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iwl:dms=SYD-IM1&&lib=Precedents&&num=24128&&ver=1&&latest=0




February 24



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Industrial Relations Commission of New South Wales On-line Precedents

Prescribed forms

Precedent Code Precedent Description IND1 Application IND1A Application for making of an enterprise award IND2 Notice of motion IND3 Summons to show cause IND4 Notification to Industrial Registrar of industrial dispute pursuant to section 132 IND4A Notification to industrial registrar of dispute IND5 Particulars of small claim under section 379 made during other proceedings IND6 Application for recovery of money under sections 365, 366 or 368 IND7 Application for recovery of payments not fixed by industrial instrument under section 367 IND7A Application for relief in relation to unfair dismissal IND11 Undertaking not to proceed with other redress relating to dismissal IND12A Summons for relief under section 106 (unfair contract) IND12B Reply to summons for relief under section 106 (unfair contract) IND12C Response to respondent’s reply (Rule 18A(5)) under section 106 (unfair contract) IND13 Summons for relief under section 111 - unfair building, etc contacts IND14 Application for approval of enterprise agreement IND15 Notification of proposed enterprise agreement IND16 Application for summons: prosecution or recovery of civil penalty IND17 Summons: prosecution or recovery of civil penalty IND18 Writ of injunction - section 359 IND19 Application for relief from victimisation - section 213 IND20 Application for recovery from an officer of a state organisation – section 270 IND21 Application for inquiry into an election - section 252 IND22 Application to establish committee - section 198 IND23 Application for dissolution or extension of term of committee – section 200 IND24 Agreement to be member of committee IND25 Notice convening sitting of committee - schedule 3, clause 9 IND26 Superannuation appeal IND27 Form of application for leave IND28 Application for leave to appeal and appeal - section 187 IND29 Appeal where leave not required IND30 Application to extend time to appeal - section 189 IND33 Application to Industrial Registrar re procedural requirements IND34 Application for directions or orders








February 24



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Precedent Code Precedent Description IND35 Application to waive compliance with procedural requirements IND36 Notice in reply IND37 Notice of appearance IND38 Notice of discontinuance IND39 Summons to confer IND40 Summons to attend to give evidence IND41 Summons to produce with summons notice and declaration IND42 Summons to attend to give evidence and to produce with summons notice and declaration IND43 General form of affidavit IND44 Affidavit of service IND45 Appointment or change of solicitor or agent IND46 Notice to produce IND47 Notice to admit facts or authenticity of documents IND48 Notice disputing facts or authenticity of documents IND49 Certificate of result of conciliation conference - section 109 IND50 Certificate of attempted conciliation - section 135 IND51 Reference to Full Bench of the Industrial Relations Commission – section 193 IND52 Reference by Industrial Registrar to President - section 195(1) IND53 Reference of matter from Industrial Registrar to Commission – section 195(4) IND54 Reference of function to committee - section 199(2)(a) IND55 Direction to committee to discontinue proceedings - section 199(4) IND56 Reference by committee to commission - Section 201, clause 9(6) of Schedule 3 IND57 Request to Australian Industrial Relations Commission - section 204 IND58 Delegation by Full Bench to single member IND59 Application for reinstatement of injured worker - section 242 Workers Compensation Act

1987 IND60 Application for certificate of conscientious objection to membership of an organisation -

section 212 IND61 Notification of claim for compensation pursuant to section 348 IND62 Answer to claim for compensation pursuant to section 348 IND63 Appointment before the Industrial Registrar

Non-prescribed forms

Precedent Code Precedent Description IND98 Certification under Clause 4 of Schedule 2 to the Legal Profession Uniform Law Application

Act 2014








February 24



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Industrial Committee forms

Precedent Code Precedent Description IND22 Application to establish committee - section 198 IND23 Application for dissolution or extension of term of committee – section 200 IND24 Agreement to be member of committee IND25 Notice convening sitting of committee - schedule 3, clause 9

Chief Industrial Magistrate’s Court forms

For all Chief Industrial Magistrate’s Court forms, see the Forms used by the Chief Industrial Magistrate's Court section of the Local Court website

Other documentation

Precedent Code Precedent Description IND100 Letter of appointment by a constitutional corporation IND101 Employment agreement (for a managing director or chief executive officer) IND102 Employment agreement (standard form) IND103 Employment agreement (for a chief executive officer of an insurance company) IND104 Consultancy agreement

Unfair dismissal forms

Precedent Code Precedent Description IND7A Application for relief in relation to unfair dismissal IND7X Employer’s reply to application for relief in relation to unfair dismissal IND11 Undertaking not to proceed with other redress relating to dismissal







February 24



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LEASES

Lease Online Precedents

Correspondence - when acting for tenant

● For the NSW Small Business Commissioner NSW Retail Tenant’s Guide and other NSW retail tenancy forms see: http://www.smallbusiness.nsw.gov.au/resources/forms

Precedent Code Precedent Description LEA1 Initial letter of advice to tenant client LEA18 Letter to tenant client enclosing lease documentation for approval and signing LEA109 Tenant's notice of termination of lease

Correspondence and documents - when acting for landlord

● For NSW Retail Tenant’s Guide and other NSW retail tenancy forms see: http://www.smallbusiness.nsw.gov.au/resources/forms

Precedent Code Precedent Description LEA8 Letter to landlord enclosing draft lease for approval LEA120 Letter to tenant’s solicitors enclosing initial draft lease documentation for consideration LEA64 Letter to tenant’s solicitors enclosing disclosure statements and draft retail lease LEA25 Letter to tenant enclosing disclosure statements and draft retail lease (when acting for

landlord) LEA86 Landlord’s insurance requirements (being an annexure to letter enclosing documentation) LEA87 Landlord’s bank guarantee requirements (being an annexure to letter enclosing

documentation) LEA9 Letter to tenant’s solicitors enclosing lease documentation for approval and signing by the

tenant LEA77 Letter to tenant enclosing lease documentation for approval and signing (when acting for

landlord) LEA15 Acknowledgment and authority from tenant and guarantor LEA62 Letter to landlord enclosing lease documentation for approval and signing LEA111 Certification letter to the landlord for a lease and a variation of lease LEA112 Certification letter to the landlord for a transfer of lease and a surrender of lease LEA117 Letter to other solicitors when tenant has not provided a bank guarantee LEA11 Letter to lender enclosing draft lease for approval and requesting consent to lease LEA10 Lender’s consent to lease LEA12 Letter to lender requesting consent to lease and production of title deeds LEA39 Letter to tenant’s solicitors advising that the lease has been registered and enclosing

documentation LEA13 Letter to tenant advising of CPI rent increase





http://www.smallbusiness.nsw.gov.au/resources/forms





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Precedent Code Precedent Description LEA55 Notice to quit for non-residential property LEA27 Notice of termination for residential tenants in a continuing agreement after exchange of

contracts LEA24 Landlord’s consent to tenant’s mortgage of lease LEA110 Landlord's notice of termination of lease

Agreements for lease

Precedent Code Precedent Description LEA3 Deed of agreement for lease (vacant possession of premises to be obtained by landlord) LEA4 Deed of agreement for lease (subject to completion of landlord’s works)

Leases

● For NSW Retail Tenant’s Guide and other NSW retail tenancy forms see: http://www.smallbusiness.nsw.gov.au/resources/forms


LEA31 Lessor and lessee disclosure statements (Schedule 2, Retail Leases Act 1994 (NSW))

LEA51 Lease for single occupancy industrial premises

LEA59 Lease of multi-occupancy commercial premises (gross lease)

LEA71 Lease of multi-occupancy commercial premises (net lease)

LEA99 Lease of retail premises being a single lot in a strata title shopping centre

LEA58 Lease of retail premises in a shopping centre

LEA61 Lease of stand-alone retail premises

LEA54 Law Society lease (2007 edition) (including Annexure A, Annexure B and lessor and lessee disclosure statements (Schedule 2, Retail Leases Act 1994))

LEA54A Law Society Retail lease (2018 edition) (Annexure A and Annexure B combined)

LEA40 Law Society lease (2007 edition) Annexure A with rural lease covenants

LEA79 A smorgasbord of additional lease clauses for Law Society lease (2007 edition) Annexure A

LEA85 Law Society lease (2007 edition) Annexure A with commercial lease covenants (not to be used for retail shop or premises)

LEA85A Law Society Commercial lease (2018 edition) Annexure A and B combined

LEA78 Rural lease (short form)

Guarantees


LEA6 Deed of guarantee and indemnity









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Subleases

Precedent Code Precedent Description LEA37 Sublease LEA47 Deed of consent to sublease LEA20 Letter to landlord enclosing draft sublease for approval and requesting consent

Licences

Precedent Code Precedent Description LEA96 Access agreement LEA93 Bicycle access licence LEA19 Car parking licence LEA95 Holding over agreement LEA94 Licence to a tenant for a short term function

Variation of lease

Precedent Code Precedent Description LEA72 Renewal of lease LEA33 Variation of lease LEA86 Landlord’s insurance requirements (being an annexure to letter enclosing documentation) LEA87 Landlord’s bank guarantee requirements (being an annexure to letter enclosing

documentation) LEA83 Letter to tenant’s solicitors enclosing variation of lease documentation for approval and

signing by the tenant LEA84 Letter to tenant enclosing variation of lease documentation for approval and signing (when

acting for the landlord)

Surrender of lease

Precedent Code Precedent Description LEA44 Letter to tenant’s solicitors enclosing surrender of lease documentation for approval and

signing by the tenant LEA81 Letter to tenant enclosing surrender of lease documentation for approval and signing by

the tenant (when acting for the landlord) LEA42 Deed of surrender of lease LEA116 Deed of surrender of lease when there is a fixed surrender date LEA67 Statutory declaration on behalf of the landlord in support of request for removal of lease

from title because of tenant’s default (for annexure to NSW Land Registry Services request form)

Assignment of lease

Precedent Code Precedent Description LEA86 Landlord’s insurance requirements (being an annexure to letter enclosing documentation) LEA87 Landlord’s bank guarantee requirements (being an annexure to letter enclosing

documentation) Back to Suite list








February 24



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Precedent Code Precedent Description LEA16 Letter to assignee’s solicitors regarding assignment of lease LEA17 Letter to assignor’s solicitors regarding assignment of lease LEA30 Authority from tenant, assignee and guarantor on assignment of lease LEA57 Deed of assignment of lease (with landlord’s consent) (where there is a guarantor) LEA80 Deed of assignment of lease (with landlord’s consent) (where there is not a guarantor) LEA52 Assignor’s disclosure statement (Schedule 2A, Retail Leases Act 1994 (NSW))

Option of renewal of lease

Precedent Code Precedent Description LEA43 Letter of advice to tenant client on an option of renewal of lease LEA35 Notice of exercise of option of renewal of lease LEA36 Letter to landlord enclosing original notice of exercise of option of renewal of lease (when

acting for the tenant) LEA100 Letter to tenant enclosing rent review notice for market review at commencement of an

option when acting for landlord LEA101 Rent review notice for market review at commencement of an option

Other documentation

Precedent Code Precedent Description LEA118 Statutory declaration on behalf of the landlord in support of request for removal of an

expired lease from title (for annexure to NSW Land Registry Services request form)

Default

Precedent Code Precedent Description LEA70 Letter of demand to tenant LEA48 Letter to tenant enclosing notice of default LEA49 Notice of breach of covenant (for rent default) LEA82 Notice of breach of covenant under Section 129(1) of the Conveyancing Act 1919 (NSW) (for

non-rent default: failure to pay outgoings) LEA50 Notice of breach of covenant under Section 129(1) of the Conveyancing Act 1919 (NSW) (for

non-rent default: bank guarantee and repairs) LEA107 Landlord’s notice of termination of lease – default LEA108 Landlord's notice of termination of lease - under provision of lease LEA65 Letter to landlord when tenant is in default under lease

Caveats

Precedent Code Precedent Description CAV1 A smorgasbord of ‘Estate or Interest claimed’ for caveats








February 24



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NEW SOUTH WALES COURT FORMS

Prescribed Uniform Civil Procedure Rules forms

Precedent Code Precedent Description NCT1 General form NCT2 List of parties NCT3A Statement of claim – filing party legally represented NCT4A Summons – filing party legally represented • Information about the main types of claims to be made in a Statement of Claim,

Summons or Notice of Appeal from the Uniform Civil Procedure Rules: see the NSW Department of Justice/Forms, fees & fines/Forms/Uniform Civil Procedural Rules forms/Publications/Guide to completing the approved forms/Section 6 Types of claim

NCT5 Notice to occupier NCT6A Appearance NCT6B Submitting appearance NCT7a Defence – filing party legally represented NCT8 Reply NCT9 Statement of cross-claim NCT10 Cross-summons NCT11 List of documents NCT12 Statement of issues NCT13 Scott schedule NCT14 Statement of particulars - personal injury proceedings NCT15 Statement of particulars - compensation to relatives proceedings NCT16 Notice to plead facts – money claims NCT17 Notice to admit facts and authenticity of documents NCT18 Notice disputing facts and authenticity of documents NCT19 Notice to produce for inspection NCT20 Notice of motion NCT21 Interrogatories NCT22 Statement in answer to interrogatories NCT23A Election for trial by jury in defamation proceedings NCT23B Requisition for trial by jury NCT24 Notice to produce to court NCT25 Subpoena to attend to give evidence NCT26A Subpoena to produce with subpoena notice and declaration NCT27A Subpoena to attend to give evidence and to produce with subpoena notice and

declaration NCT29 Order for production NCT30 Consent to act as tutor








February 24



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Precedent Code Precedent Description NCT31 Arbitrator's award and registrar's notice NCT32 Notice of motion - rehearing after arbitration NCT33 Notice of discontinuance NCT34 Notice of payment NCT35 Acknowledgement of liquidated claim NCT36 Notice of motion - default judgment on claim for possession of land NCT36A Notice of motion – default judgment on claim for possession of land and liquidated claim NCT37 Notice of motion - default judgment for detention of goods NCT38 Notice of motion - default judgment for liquidated claim NCT39 Notice of motion - default judgment for unliquidated damages NCT40 Affidavit NCT41 Affidavit of service NCT42 Exhibit certificate NCT43 Judgment or order NCT44 Consent judgment or order NCT45 Registration/filing of certificate of judgment/order NCT46 Notice of motion to pay by instalments – individual NCT47 Notice of motion to pay by instalments – corporation NCT48 Instalment order and notice NCT49 Order refusing instalment application and notice NCT50 Notice of motion - objection to instalment order/order refusing instalment application NCT51 Examination notice – individual NCT52 Examination notice – corporation NCT53 Notice of motion - examination order NCT54 Examination order NCT55 Registrar’s examination – individual NCT56 Registrar’s examination – corporation NCT57 Notice of motion – arrest warrant for examination NCT58 Arrest warrant NCT59 Notice of motion - writ for possession of land NCT60 Writ of possession NCT61 Notice of motion - writ for restitution NCT62 Writ for restitution NCT63 Notice of motion - writ for the delivery of goods NCT64 Writ of delivery NCT65 Notice of motion - writ for the levy of property NCT66 Writ for levy of property NCT67 Judgment creditor’s notice








February 24



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Precedent Code Precedent Description NCT68 Notice of sale NCT69 Notice of motion - garnishee order NCT70 Garnishee order for debts NCT71 Garnishee order for wages or salary NCT72 Garnishee’s statement that no debt due or accruing or no wage or salary payable NCT73 Notice of motion - charging order NCT74 Charging order NCT75 Notice to sheriff of disputed property and affidavit verifying NCT76 Notice of change of address for service NCT77 Notice of change of solicitor or appointment of solicitor NCT78 Notice of removal of solicitor NCT79 Notice of intention to file notice of ceasing to act NCT80 Notice of ceasing to act NCT81 General form (Part 50 appeal) NCT82 List of parties (Part 50 appeal) NCT83 Notice of contention (Part 49 or 50) NCT84 Summons commencing an appeal (Part 50)/summons seeking leave to appeal (Part 50) NCT85 Summons (Judicial Review) NCT91 Request for service abroad of judicial documents and certificate NCT92 Summary of the document to be served • NCT - Form 93 - Possession of land coversheet: see the NSW Department of

Justice/Forms, fees & fines/Forms/Uniform Civil Procedural Rules forms/Form 93 – Possession of land coversheet

NCT101 General form (Court of Appeal) NCT102 List of parties (Court of Appeal) NTC103 Notice of intention to appeal (Court of Appeal) NTC104 Summons seeking leave to appeal (Court of Appeal) NCT105 Notice of appeal (Court of Appeal) • Information about the main types of claims to be made in a Statement of Claim,

Summons or Notice of Appeal from the Uniform Civil Procedure Rules: see the NSW Department of Justice/Forms, fees & fines/Forms/Uniform Civil Procedural Rules forms/Publications/Guide to completing the approved forms/Section 6 Types of claim

NCT106 Notice of contention (Court of Appeal) NCT107 Summons (Supervisory Jurisdiction) NCT111 Summons for probate, administration, administration with the will annexed or reseal NCT112 Grant of probate, letters of administration or letters of administration with will annexed NCT113 Reseal NCT114 Notice of intended distribution NCT115 Opt out notice








February 24



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Precedent Code Precedent Description NCT116 Notice of intended application for probate, administration or reseal NCT117 Inventory of property NCT118 Affidavit of executor NCT119 Affidavit of applicant for administration NCT120 Affidavit of applicant for administration with the will annexed NCT121 Affidavit of applicant for resealing NCT122 Affidavit of applicant for administration for the purposes of the Family Provision Act 1982

or Chapter 3 of the Succession Act 2006 NCT123 Renunciation of probate NCT124 Renunciation in favour of NSW Trustee and Guardian NCT125 Consent to administration NCT126 Affidavit that deceased was not in a de facto relationship NCT127 Affidavit as to de facto relationship NCT128 Notice of intended application for administration where there may be a de facto spouse or

domestic partner NCT129 Affidavit relating to domestic partnership NCT130 Administration bond NCT131 Affidavit of surety NCT132 Affidavit of attesting witness NCT133 Affidavit of consent to distribution of a gift NCT134 Consent of affected person NCT135 Notice to affected persons NCT136 Notice to apply for administration NCT137 Answer to notice to apply for administration NCT138 Notice to apply for probate NCT139 Answer to notice to apply for probate NCT140 Notice of proceedings NCT141 Caveat NCT142 Notice of withdrawal of caveat NCT143 Notice of intended objection to accounts or commission or accounts and commission NCT144 Notice of filing of accounts NCT145 Notice of appointment of executor or administrator NCT146 Deed of appointment of executor or administrator NCT147 Notice of objection to appointment of executor or administrator NCT148 Affidavit of additional assets (or liabilities or assets and liabilities) NCT149 Acknowledgment under Section 83 of the Probate Act NCT150 Notice of motion for order passing accounts and for commission NCT151 Affidavit confirming service of notice of proceedings NCT160 Indemnity certificate (Suitors Fund Act 1951)








February 24



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Additional Uniform Civil Procedure Rules forms

Precedent Code Precedent Description NCT702 Offer of compromise (NCT1) NCT713 Order making provision for expert witnesses to give their oral evidence concurrently where

their fields of evidence are the same or substantially the same (standard orders for hearings: District Court – concurrent evidence) (District Court) (NCT43)

Other documentation

Precedent Code Precedent Description NCT304 Deed of release NCT300 Expert witness code of conduct (Uniform Civil Procedure Rules 2005 (NSW) Schedule 7) NCT312 Local Court of New South Wales case management order small claims division (Practice

Note Civ 1 amended 24 May 2019 Annexure E) NCT307 Local Court of New South Wales civil listing advice (Practice Note Civ 1 amended 24 May

2019 Annexure B) NCT311 Local Court of New South Wales pre-trial review sheet (Practice Note Civ 1 amended 24

May 2019 Annexure D)

Correspondence

Precedent Code Precedent Description NCT408 Direction to pay NCT400 Letter to plaintiff’s solicitors requesting further and better particulars of statement of

claim

Corporations Act 2001 forms

Precedent Code Precedent Description CAS1 Document title CAS2 Originating process CAS3 Interlocutory process CAS4 Notice of appearance CAS5 Notice of intervention by ASIC CAS6 Notice of hearing to approve compromise or arrangement CAS7 Affidavit accompanying statutory demand CAS8 Consent of liquidator/provisional liquidator CAS9 Notice of application for winding up order CAS10 Notice of application for winding up order by substituted plaintiff CAS11 Notice of winding up order and of appointment of liquidator CAS12 Notice of appointment of provisional liquidator CAS13 Notice by creditor or contributory of objection to release of liquidator CAS14 Affidavit in support of application for order for payment of call CAS15 Notice of application for leave to distribute a surplus








February 24



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Precedent Code Precedent Description CAS16 Notice of intention to apply for remuneration CAS16A Notice of intention to apply for review of remuneration CAS17 Summons for examination CAS17A Arrest warrant CAS18 Summons for appearance in relation to registration of transfer of interests CAS19 Consent to act as designated person CAS20 Notice of filing of application for recognition of foreign proceeding CAS21 Notice of making of order under the Cross-Border Insolvency Act 2008 CAS22 Notice of dismissal or withdrawal of application for recognition of foreign proceeding CAS23 Notice of filing of application to modify or terminate an order for recognition or other relief

Service and execution of process forms

Precedent Code Precedent Description SEP1 Notice to defendant under the Service and Execution of Process Act 1992 (Cth) (Form 1,

Schedule 1 Service and Execution of Process Regulations 2018 (Cth)) SEP2 Notice to witness under the Service and Execution of Process Act 1992 (Cth) (Form 2,


Schedule 1 Service and Execution of Process Regulations 2018 (Cth)) SEP4 Notice to respondent under the Service and Execution of Process Act 1992 (Cth) (Form 4,



Schedule 1 Service and Execution of Process Regulations 2018 (Cth))








February 24



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NOT FOR PROFIT

Not for Profit Online Precedents

Governance and Meetings Precedent Code Precedent Description NFP1 Agenda for meeting NFP2 Board code of conduct NFP3 Board protocol NFP4 Compliance checklist for a company NFP5 Company compliance checklist for a registered charity NFP6 Invitation to annual general meeting including notice and proxy form NFP7 Management Committee code of conduct NFP8 Minutes of a general meeting of the members of a company

NFP9 Minutes of a meeting of the directors of a company approving the signing of the officer protection deed poll by the company

NFP10 Notice of annual general meeting and directed proxy form NFP11 Notice of meeting of the board of directors NFP12 Undirected Proxy form NFP13 Smorgasbord of directors’ resolutions NFP73 Declaration for Responsible Persons (Governance Standard 4) NFP74 Consent to act as a director of a company NFP75 Letter from company enclosing consent to act as a company director of the company NFP76 Consent to act as a company secretary of a company NFP77 Letter from company enclosing consent to act as a company secretary of the company NFP78 Responsible Persons' Details Register for a registered charity (ACNC) NFP79 Responsible Persons' Register of Interests for a Registered Charity (ACNC) NFP80 Financial Declaration for Responsible Person NFP81 Members' Register for a company limited by guarantee (ACNC) NFP82 Minutes of a meeting of the members of the Charity's Governing Body (template)

Contracts and other documents Precedent Code Precedent Description NFP18 Confidentiality deed NFP19 Confidentiality deed NFP20 Constitution for a company limited by guarantee

NFP21 Constitution for a public company limited by guarantee (to be endorsed as a DGR by the Australian Taxation Office, with gift fund)

NFP22 Consultancy agreement NFP23 Deed of gift NFP24 Deed of gift of chattels








February 24



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Precedent Code Precedent Description NFP25 Deed of indemnity for nominee directors NFP26 Labour hire agreement NFP27 Letter from company offering appointment as a director NFP28 Model constitution for an incorporated association (Schedule 1 of the Associations

Incorporation Regulation 2016 (NSW)) NFP29 Officer protection deed NFP30 Officer protection deed poll for a single company where there are no group companies nor

associated companies NFP31 Power of attorney for a company NFP32 Power of attorney to sign documents for a company NFP33 Promoter agreement for a project for charitable or community purposes NFP34 Services agreement NFP35 Services agreement NFP36 Services agreement using Australian Taxation Office comparative rates from Tax

Ruling 2006/2 NFP37 Specialist services agreement NFP38 Sponsorship agreement NFP39 Volunteer consent form

Trusts

Precedent Code Precedent Description NFP40 Declaration of trust NFP41 Deed of gift and assignment of debt

Setting up private ancillary funds

Precedent Code Precedent Description NFP42 Checklist for the preparation of a private ancillary fund NFP43 Deed of trust for a charitable foundation (based on the Australian Taxation Office private

ancillary fund model trust deed as at 1 January 2014) NFP44 Letter to client enclosing documents for execution NFP45 Letter to the Australian Taxation Office enclosing application for private ancillary fund

status

Setting up public ancillary funds Precedent Code Precedent Description NFP46 Deed of trust for a charitable foundation (based on the Australian Taxation Office public

ancillary fund model trust deed as at 1 January 2014) NFP47 Philanthropic deed NFP48 Sample letter to Deputy Commissioner of Taxation requesting consent to vary a definition

in a deed of trust for a charitable foundation NFP49 Sample letter to Deputy Commissioner of Taxation requesting rulings on a deed of trust for

a charitable foundation








February 24



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Policies Precedent Code Precedent Description NFP50 Blog policy NFP51 Bullying policy (New South Wales) NFP52 Critical incident management response policy NFP53 Discrimination policy (New South Wales) NFP54 Disposal of decommissioned IT equipment policy NFP55 Dress code policy NFP56 Email and internet policy NFP57 Environmental policy NFP58 Equity and diversity policy NFP59 First aid policy NFP60 Flexible hours policy NFP61 Flu vaccinations policy NFP62 Fraud policy NFP63 Grievance procedures policy NFP64 Information technology policy NFP65 Internal privacy policy NFP66 Leave policy (New South Wales) NFP67 Mobile email device policy NFP68 Privacy collection notice NFP69 Recognition of continuous service policy NFP70 Recruitment policy NFP71 Sexual harassment policy (New South Wales) NFP72 Terms of use of website








February 24


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PERSONAL INJURY

COMCARE – Personal Injury Online Precedents

Precedent Code Precedent Description COM43 Letter to client regarding Comcare rights COM1 Letter to client enclosing Costs Agreement and Authorities COM3 Authority to Receive – Comcare COM4 Authority to Proceed – Comcare COM5 Authority to Release Information – Comcare COM6 Letter to treating doctor requesting report and confirming appointment COM7 Letter to doctor requesting examination and report COM39 Comcare claim for workers’ compensation COM40 Comcare reconsideration request COM41 Comcare Section 45 election form

COM42 Comcare compensation claim for permanent impairment and non-economic loss – form and checklist

COM10 Telstra employee form - Compensation claim for permanent injury COM11 Telstra employee form - Non-economic loss questionnaire COM12 Letter to insurer enclosing claim form and non-economic loss questionnaire COM13 Letter to respondent requesting reconsideration of determination COM14 AAT form - Application for Review of Decision

COM15 AAT form - Application for Extension of Time for lodging application for review of decision

COM16 Letter to AAT enclosing Application for filing COM17 AAT form - Applicant’s Statement of Issues COM18 Letter to AAT enclosing Applicant’s Statement of Issues COM19 Letter to respondent’s solicitors serving Applicant’s Statement of Issues COM20 Letter to client reporting on telephone conference COM21 AAT form - Applicant’s Statement of Facts and Contentions COM22 Letter to AAT enclosing Applicant’s Statement of Facts and Contentions COM23 Letter to respondent’s solicitors serving Applicant’s Statement of Facts and Contentions COM24 Letter to client advising of conciliation conference COM25 AAT form - Hearing Certificate COM26 Letter to AAT enclosing Applicant’s Hearing Certificate COM27 Letter to respondent’s solicitors serving Applicant’s Hearing Certificate COM28 AAT form - Summons to give evidence COM29 AAT form - Summons to give evidence and produce documents COM30 AAT form - Summons to produce documents COM31 AAT form – Blank








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Precedent Code Precedent Description COM32 AAT form – Affidavit COM33 AAT form - Notice of Withdrawal

COM35 AAT form - Request for order varying or revoking an order about the operation or implementation of a decision

COM37 AAT form - Request for stay of decision or of action to implement decision COM38 AAT form – Request to waive application fee

Personal Injury (Dust Diseases Tribunal of New South Wales)

Precedent Code Precedent Description DDT1 Statement of claim (UCPR Form 3A) DDT2 Notice to defendant (Form 1) DDT3 Summons (UCPR Form 4A) DDT4 Statement of particulars (UCPR Form 14) DDT5 General form (UCPR Form 1) DDT6 Affidavit (UCPR Form 40) DDT7 Notice of motion (UCPR Form 20) DDT9 Notice to produce (UCPR Form 24) DDT11 List of documents (UCPR Form 11) DDT12 Consent orders (UCPR Form 1) DDT13 Interrogatories (UCPR Form 21) DDT14 Statement of answers to interrogatories (UCPR Form 22) DDT17 Notice disputing facts and authenticity of documents (UCPR Form 18) DDT18 Judgment/Order (UCPR Form 43)

DDT19 Requisition for trial by jury/notice of intention to elect trial by jury in defamation proceedings (UCPR Form 23)

DDT20 Offer of compromise (UCPR Form 1) DDT23 Brief to counsel to appear DDT24 Application for leave to issue subpoenas for production – short service (UCPR Form 1) DDT25 Short service affidavit (UCPR Form 62) DDT26 Short service order (UCPR Form 33) DDT27 Subpoena to attend to give evidence (UCPR Form 25)

DDT28 Subpoena to attend to give evidence and to produce with subpoena notice and declaration (UCPR Form 27A)

DDT29 Notice to witness (Form 2) DDT32 Notice of discontinuance (UCPR Form 33) DDT33 Subpoena to produce with subpoena notice and declaration (UCPR Form 26A) DDT34 Consent notification DDT35 Proposed timetable (UCPR Form 1)








February 24


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Precedent Code Precedent Description DDT36 Notice of variation of timetable (UCPR Form 1) DDT37 Notice of appointment of mediator (UCPR Form 1) DDT38 Notice of extension of mediation (UCPR Form 1) DDT39 Statement of apportionment (UCPR Form 1) DDT40 Notice requesting appointment of single claims manager (UCPR Form 1) DDT41 Form 2 – Defendant’s reply (UCPR Form 1) DDT42 Form 3 – Claims information (UCPR Form 1) DDT43 Notice of appearance (UCPR Form 6) DDT44 Defence (UCPR Form 7A) DDT45 Statement of cross-claim (UCPR Form 9) DDT46 Notice to admit facts and authenticity of documents (UCPR Form 17) DDT47 Plaintiff’s statement of particulars (UCPR Form 14)

Common Law & Motor Vehicle Accident

Precedent Code Precedent Description COL2 Letter to client enclosing Fact Sheet on Legal Costs by Services Commission COL3 Authority to Proceed at Common Law COL4 Letter to NSW Ambulance Service with Authority COL5 Authority for medical reports COL6 Authority for hospital report COL7 Letter to Hospital requesting copy of clinical records COL8 Letter to Hospital requesting report COL9 Letter to defendant requesting information public liability claim COL10 Letter of advice to client on medicals, investigators and documents COL11 Authority to Commissioner of Taxation COL12 Letter to treating doctor requesting comprehensive report COL13 Letter to treating doctor requesting less detailed report COL14 Letter to client advising of medical appointments COL15 Letter to medico-legal doctor requesting report

COL16 Letter to qualified doctor or expert enclosing Code of Conduct - Code of Conduct annexed

COL18 Letter to employer requesting employment details COL19 Letter to workers compensation insurer regarding payout COL20 Letter to doctor regarding payment of accounts COL21 Letter to client enclosing Medicare Authority COL22 Request for a Medicare history statement COL23 Letter to Medicare enclosing request for Notice of Past Benefits and authority COL24 Letter to client re completion of Medicare Statement








February 24


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Precedent Code Precedent Description COL25 Letter to client in relation to rehabilitation COL26 Letter to client re claim for domestic assistance COL27 Centrelink Enquiry Form

Common law proceedings – motor accident matters

Precedent Code Precedent Description ● For Motor Accident Authority forms see:

https://www.sira.nsw.gov.au/resources-library/list-of-SIRA-forms/motor-accidents-accordion/motor-accidents-forms

MAS Forms Precedent Code Precedent Description ● For Medical Assessment Service forms see:

https://www.sira.nsw.gov.au/resources-library/list-of-SIRA-forms

CARS Forms

Precedent Code Precedent Description ● For Claims Assessment and Resolution Service forms see:


District Court of New South Wales proceedings

Precedent Code Precedent Description COL28 Statement of Claim (District Court) (UCPR Form 3A) MVA35 Statement of claim - motor accident (District Court) (UCPR Form 3A) COL30 Statement of Particulars - personal injury proceedings (District Court) (UCPR Form 14) COL31 Notice to Defendant serving statement of claim outside state COL32 Letter to defendant serving statement of claim (District Court)

COL33 Letter to client advising Statement of Claim has been filed in District Court, enclosing timetable

COL34 Consent of tutor to act (District Court) (UCPR Form 30) COL36 Proposed timetable (District Court) (UCPR Form 1) COL37 Memorandum of Consent to jurisdiction (District Court) (UCPR Form 1) MVA52 Statement of issues (UCPR Form 12)

MVA44 Notice of motion- pursuant to s52(3) & s42(5) of the Motor Accidents Act (DCT) (UCPR Form 20)

COL43 Application to issue Subpoena on early return (DCT) COL44 Order to issue subpoena on early return (DCT)












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Precedent Code Precedent Description COL45 Notice to witness serving subpoena outside state (DCT) COL46 Letter serving subpoena to produce COL47 Letter to defendant in relation to access orders and enclosing subpoena COL48 Letter to witness in relation to hearing dates COL49 Letter to client advising of hearing date COL50 Letter to treating doctor requesting updated report COL53 Letter serving subpoena on witness COL54 Letter to Police Officer in relation to hearing COL55 Letter to doctor enclosing subpoena COL56 Letter to Defendant's expert serving subpoena COL57 Letter to Defendant's solicitors re-serving documents COL58 Letter to Defendant's solicitors serving Offer of Compromise

Supreme Court of New South Wales proceedings

Precedent Code Precedent Description COL68 Statement of claim (Supreme Court) (UCPR Form 3A) MVA39 Statement of claim - motor accident (Supreme Court) UCPR Form 3A) COL70 Statement of particulars - personal injury proceedings (Supreme Court) (UCPR Form 14)

COL71 Statement of particulars - personal injury proceedings - para/quadriplegia (Supreme Court) (UCPR Form 14)

COL72 Plaintiff s GCM documents (Supreme Court) (UCPR Form 1) COL96 Defendant's GCM document (Supreme Court) (UCPR Form 1) COL73 Letter to defendant serving statement of claim (Supreme Court) COL74 Letter to client enclosing statement of claim (Supreme Court) COL75 Consent to act as tutor (Supreme Court) (UCPR Form 30)

MVA45 Notice of motion pursuant to s52(3) & s42(5) of the Motor Accidents Act (Supreme Court) (UCPR form 20)

COL77 Brief to Counsel to advise (SCT) COL81 Notice to witness serving subpoena outside state (SCT) COL82 Letter serving Subpoena to Produce (SCT) COL95 Short minutes of order (SCT) (UCPR Form 1) COL87 Judgment/Order (Supreme Court) (UCPR Form 43) COL88 Consent Judgment/Order (Supreme Court) (UCPR Form 44) COL97 Cross-defendant's GCM document (Supreme Court) (UCPR form 1) COL98 Cross-claimant's GCM document (Supreme Court) (UCPR form 1) COL99 Schedule of damages (Supreme Court) ( UCPR Form 1) COL100 Plaintiff's chronology personal injury (Supreme Court) (UCPR Form 1) COL103 Plaintiff’s statement of issues – personal injury (Supreme Court) (UCPR Form 12)








February 24




Proceedings in both courts

Precedent Code Precedent Description COL104 Notice of motion - rehearing after arbitration (UCPR Form 32) COL105 Registration/Filing of Certificate of Judgment/Order (UCPR Form 45) COL106 Subpoena notice and declaration (UCPR Form 28) COL107 Subpoena to produce (UCPR Form 26) COL108 Subpoena to attend to give evidence and to produce (UCPR Form 27) COL109 Subpoena to attend to give evidence (UCPR Form 25)

Finalisation of proceedings

Precedent Code Precedent Description COL89 Authority to Receive COL90 Medicare Notice of Judgment or Settlement COL110 Section 23A statement and statutory declaration COL111 Compensation payer's electronic funds transfer (EFT) details collection COL112 Medicare remittance advice

COL113 Medicare - Compensation recovery electronic funds transfer (EFT) details collection – claimants

Victims Compensation Tribunal

Precedent Code Precedent Description VIC1 Letter to client – engagement and costs disclosure VIC2 Letter to client – general advice VIC3 Letter to doctor requesting report re psychological injury VIC5 Request for further hours of approved counselling (VCT Form) VIC7 Application for compensation by a family member of a homicide victim (VCT Form) VIC12 Consent form (VCT Form) VIC13 Application for funeral expenses (VCT Form) VIC14 Application for initial counselling (VCT Form) VIC16 Notice of objection to a provisional order for restitution (VCT Form) VIC17 Application to pay amount of restitution by arrangement or by instalments (VCT Form) VIC18 Affidavit of financial circumstances (VCT Form) VIC19 Restitution payment options application (VCT Form) VIC20 Charter of Victims Rights complaint form (VCT form)

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February 24



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Workers Compensation

Transaction Index Precedent Code Precedent Description WCC177 Letter of advice to client regarding possible workers compensation claim WCC178 Letter of advice to client re workers compensation changes WCC179 Letter of advice to client re workers compensation changes (detailed) WCC1 Information form for completion by client – Workers’ Compensation claim WCC3 Costing Scale for Workers Compensation Commission matters WCC4 Compensation Claim Form WCC5 Industrial Deafness – Notice of Injury – Form 2

WCC9 Authority to proceed with a claim for benefits pursuant to the Workers Compensation Act confirming not pursuing common law

WCC10 Letter to insurer requesting Section 126 Information WCC11 Letter to client – general advice re claim – documents, medicals and investigators WCC12 Letter to employer requesting information WCC13 Letter to Workcover requesting confirmation of insurer/s on risk WCC14 Letter to client in relation to light duties WCC15 Letter to client in relation to Section 52A – possible discontinuance of weekly payments WCC16 Letter to client re Section 66 and enclosing list of activities of daily living etc WCC17 Letter to client re potential claim for psychological injury WCC18 Authority to proceed with claims for psychological injury WCC19 Letter to client requesting information re industrial deafness claim WCC20 Authority for Medical Reports WCC21 Authority to hospital for release of information WCC22 Letter to hospital requesting information enclosing Authority WCC165 Letter to doctor enclosing schedule of medical report fees WCC23 Letter to client advising of medico-legal appointment WCC24 Letter to client advising of medical appointment arranged by insurer WCC25 Letter to treating doctor requesting report re hearing loss

WCC26 Letter to treating doctor (injury pre 1 January 2002) requesting report and enclosing judgment

WCC27 Letter to treating doctor (injury pre 1 January 2002) requesting report including details for future needs, enclosing judgment

WCC28 Letter to treating doctor (injury pre 1 January 2002) requesting report with Table of Maims Assessment

WCC29 Letter to treating doctor (injury pre 1 January 2002) request for report inviting re-examination

WCC30 Letter to doctor requesting medico-legal report (injury pre January 2002)

WCC31 Letter to doctor requesting medico-legal report (injury pre January 2002) enclosing judgment








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Precedent Code Precedent Description WCC32 Letter to rehabilitation doctor requesting medico-legal report WCC33 Letter to doctor requesting medico-legal report (injury post 1 January 2002) WCC144 Letter to ear nose & throat doctor requesting medico-legal report re hearing (deafness) WCC34 Letter to client enclosing doctor’s report recommending lump sum claim WCC35 Authority on claim for lump sum entitlements WCC36 Letter to client re industrial deafness claim, enclosing treating doctor’s report WCC37 Letter of demand to employer in relation to Section 66 and Section 67 WCC38 Letter of demand to insurer in relation to Section 66 and Section 67 WCC39 Letter of demand to employer for weekly payments compensation WCC40 Letter of demand to insurer for weekly payments compensation WCC41 Letter of demand to employer in relation to hearing loss claim WCC42 Letter of demand to insurer in relation to hearing loss claim WCC43 Letter to client after insurer’s failure to accept claim WCC44 Authority to commence proceedings and costs arrangements WCC153 Letter to Insurer re letter of demand and s.282 particulars (negligence claim)

WCC167 Letter to respondent’s solicitors re assessment of costs/disbursements for matters commenced after 1 November 2006

Forms for Workers Compensation Commission Precedent Code Precedent Description WCC163 No response call sheet to third party WCC45 Application for expedited assessment (Form 1) WCC46 Application to revoke an interim payment direction (Form 1A) WCC154 Reply to application for expedited assessment (Form 1B) WCC47 Application to resolve a dispute (Form 2) WCC139 Additional insurer/scheme agent schedule (option to Form 2) WCC140 Multiple respondents cover sheet (option to Form 2) WCC141 Section 162 cover sheet (option to Form 2) WCC142 Uninsured employer cover sheet (option to Form 2) WCC48 Reply to application to resolve a dispute (Form 2A) WCC49 Application to join a party to proceedings (Form 2B) WCC52 Application to admit late documents (Form 2C) WCC172 Application in respect of death of worker (Form 2D) WCC166 Permanent impairment claim form WCC164 Complying agreement WCC51 Certificate of service (Form 4) WCC55 Application to register a commutation agreement (Form 5A) WCC56 Application for determination to commute liability (Form 5C)








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Precedent Code Precedent Description WCC136 Application to resolve a workplace injury management dispute (Form 6) WCC149 Application for assessment by an approved medical specialist (Form 7) WCC150 Response to application for assessment by an approved medical specialist (Form 7A) WCC57 Direction for production (Form 8)

WCC138 Application for leave to serve a direction for production outside the state (with order and SEPA Notice to Producer) (Form 8A)

WCC161 Notice for Production – Insurer WCC162 Notice for Production – Employer WCC60 Summons to attend (with Order and SEPA Notice to Producer) (Form 8B) WCC61 Appeal against decision of arbitrator (Form 9) WCC146 Notice of opposition to appeal against decision of arbitrator (Form 9A) WCC62 Application to appeal against decision of approved medical specialist (Form 10)

WCC157 Notice of opposition to appeal against decision of approved medical specialist (Form 10A)

WCC63 Direction for access to information and premises (Form 11) WCC64 Certificate of service for work injury damages claims (Form 11A) WCC65 Application to cure a defective pre-filing statement (Form 11B) WCC66 Application for mediation to resolve work injury damages claim (Form 11C) WCC67 Response to an application for mediation of a work injury damages claim (Form 11D) WCC155 Application to strike out a pre-filing statement (Form 11E) WCC156 Notice of opposition to strike out a pre-filing statement (Form 11F) WCC68 Application for leave to refer a question of law (Form 13) WCC158 Notice of opposition to application for leave to refer a question of law (Form 13A) WCC69 Agreement to discontinue proceedings (Form 14A) WCC70 Election to discontinue proceedings (Form 14B) WCC71 Application for assessment of costs (Form 15) WCC173 Application for assessment of costs (Form 15A) WCC174 Application for assessment of costs under Schedule 7 (Form 15B) WCC147 Wages schedule (Form 18) WCC148 Certificate of determination – consent orders WCC175 Miscellaneous application (Form 20)

Transaction Index continued

Precedent Code Precedent Description WCC74 Letter to respondent serving Application to Resolve a Dispute WCC75 Letter to insurer serving Application to Resolve a Dispute WCC76 Letter to client explaining Medicare payback and enclosing authority

WCC77 Letter to Medicare Australia enclosing Notice of Past Benefits & Authority and requesting claims history statement








February 24



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Precedent Code Precedent Description WCC78 Request for a Medicare History Statement WCC79 Letter to client re completion of Medicare Statement WCC81 Letter to respondent’s solicitors requesting compliance with Section 126 WCC137 Letter to respondent’s solicitors requesting reports WCC82 Letter serving Direction for Production WCC83 Letter to respondent’s solicitors requesting compliance with Notice for Production WCC84 Letter to respondent serving report/s WCC85 Letter to respondent re-serving documentation WCC86 Letter to client advising of teleconference WCC87 Letter to client advising claim referred to arbitrator for determination without hearing WCC88 Letter to client advising arbitration date WCC89 Letter to doctor advising of arbitration hearing date WCC90 Letter to interpreter re hearing date WCC91 Settlement Authority WCC92 Authority to settle by commutation WCC93 Medicare Australia Notice of Judgment or Settlement WCC168 Section 23A statement and Statutory Declaration WCC94 Deed of Release WCC95 Letter to client in relation to payment of 10% of settlement monies to Medicare WCC96 Letter to client enclosing cheque WCC97 Letter to respondent’s solicitors requesting payment of client’s award / settlement monies WCC98 Preliminary Authority to Explore Common Law Claim WCC99 Authority to Proceed at Common Law WCC100 Letter to respondent’s solicitors setting out assessment of costs and disbursements WCC101 Certificate of Agreement as to Costs and Disbursements WCC102 Letter to respondent’s solicitors requesting payment of costs and disbursements WCC151 Letter to client re admissions and agreed facts

WCC152 Letter to client re Medical Assessment Certificate received from Workers Compensation Commission

WCC169 Compensation payer’s electronic funds transfer (EFT) details collection

WCC171 Medicare – compensation recovery electronic funds transfer (EFT) details collection - claimants

Workcover Forms

Precedent Code Precedent Description WCC103 Freedom of Information Request Access WCC104 Application for assistance with interpreter costs (Workcover) WCC105 Claim form – Uninsured Liability & Indemnity Scheme (ULIS) (Workcover)








February 24



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Precedent Code Precedent Description WCC106 Claim form – Journey Accident (ULIS) (Workcover) WCC107 Claim form – Motor Vehicle Accident (ULIS) (Workcover) WCC108 Employer’s Report of Injury (ULIS) (Workcover) WCC109 Notice of injury form – Industrial Deafness (ULIS) (Workcover) WCC110 Statutory declaration re employment circumstances and dependency (ULIS) (Workcover)

WCC143 Application to WorkCover for Certification under s87EA(1) of the Workers Compensation Act 1987

WCC176 Application for ILARS grant








February 24



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UNIT AND DISCRETIONARY TRUSTS

Discretionary Trusts

Precedent Code Precedent Description TRU19 Checklist of information for preparation of discretionary trust TRU19A Checklist of instructions required for preparation of discretionary trust TRU7 Deed of settlement establishing family trust TRU1 Deed of indemnity between trustee of family trust and guarantor TRU2 Deed of indemnity between trustee of family trust and appointor TRU76 Minutes of meeting of trustee company resolving to bring forward the vesting date

Standard Unit Trusts

Precedent Code Precedent Description TRU38 Checklist of information for preparation of a unit trust TRU9 Standard unit trust deed TRU10 Unit certificate TRU11 Application for the issue of units TRU18 Option to purchase units in unit trust and guarantee and indemnity TRU74 Register of unit holders (template) TRU75 Application and allotment journal for a unit trust (template)

Acceptance of office by original trustee

Precedent Code Precedent Description TRU5 Minutes of meeting of trustee company agreeing to act as trustee TRU53 Unanimous circular resolution of the trustee company agreeing to act as trustee TRU4 Minutes of meeting of the trustees agreeing to act as trustees TRU6 Statutory declaration for Revenue NSW about establishment of the trust

Declaration of trust for a share

Precedent Code Precedent Description TRU12 Declaration of trust for a share TRU13 Statutory declaration for Revenue NSW for stamping of a declaration of trust for a share

Amendment of trust deed

Precedent Code Precedent Description TRU16 Deed amending family trust where appointor’s consent required TRU17 Deed poll amending family trust where appointor’s consent not required








February 24



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Appointment of new trustee

Precedent Code Precedent Description TRU28 Deed of amendment and retirement of trustee and appointment of a new trustee TRU31 Minutes of meeting of the trustees agreeing to act as new trustees on removal of old

trustees TRU32 Minutes of meeting of trustee company agreeing to act as new trustee on removal of old

trustee TRU70 Deed Poll nominating new appointor for a trust TRU71 Deed Poll of disclaimer of appointment as successor appointor TRU72 Minutes of meeting of trustee company resolving to amend trust deed on resignation of

appointor TRU73 Deed of resignation of appointor and amendment of a trust

Testementary Trusts and will drafting

Precedent Code Precedent Description TRU20 Testamentary trust TRU15 Memorandum of wishes re family trust (simple form - trust assets to be treated as

per will)

Special disability trusts

• See the Australian Government, Department of Families, Housing, Community Services and Indigenous Affairs website for the Model trust deed for special disability trusts, Australian Government, Department of Families, Housing, Community Services and Indigenous Affairs (July 2011)








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WILLS

Wills

Precedent Code Precedent Description WIL10 Will for husband conferring a right of residence for wife where wife is of independent means WIL1 Will for husband in favour of wife (with substitution in favour of children and others, appointing a

sole trustee) WIL2 Will for husband in favour of wife (with substitution in favour of children and others, appointing

more than one trustee) WIL7 Will for single person (no children) appointing a sole trustee WIL8 Will for single person (no children) appointing more than one trustee WIL5 Will for sole/surviving parent (in favour of children with substitution) appointing a sole trustee WIL6 Will for sole/surviving parent (in favour of children with substitution) appointing more than one

trustee WIL3 Will for wife in favour of husband (with substitution in favour of children and others, appointing a

sole trustee) WIL4 Will for wife in favour of husband (with substitution in favour of children and others, appointing

more than one trustee) WIL12 A smorgasbord of additional will clauses

Codicils

Precedent Code Precedent Description WIL14 First codicil to last will WIL15 Second codicil to last will

Testamentary Trusts

Precedent Code Precedent Description WIL25 Memorandum of wishes re family trust (simple form - trust assets to be treated as per will) WIL25A Memorandum of wishes re my will WIL37 Testamentary trust WIL37A Testamentary trust (Foreign Persons excluded)

Other documentation

Precedent Code Precedent Description WIL24 Deed of covenant for valuable consideration to execute a codicil and not change it together with

form of codicil WIL36 Direction to trustee - binding death benefit nomination








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Precedent Code Precedent Description WIL36A Direction to trustee - binding death benefit nomination (multiple accounts) WIL38 Direction to trustee - non-binding death benefit nomination WIL38A Direction to trustee - non-binding death benefit nomination (multiple accounts) WIL39 Statement pursuant to Section 100 of the Succession Act 2006 (NSW)

Correspondence for wills

Precedent Code Precedent Description WIL33 Letter to client setting out matters to consider before taking instructions for will and other

related estate planning documents WIL16 Letter to client enclosing draft will for consideration WIL34 Letter to client where solicitor takes benefit under will (by way of commission or

professional fees) (Rule 12 Solicitor Rules) WIL19 Letter to client enclosing will for signing WIL18 Final letter to client after signing of will

Power of Attorney for an individual

Precedent Code Precedent Description POA4A Enduring power of attorney (Schedule 2 Form 2 Powers of Attorney Regulation 2016

(NSW)) (one attorney) POA4B Enduring power of attorney (Schedule 2 Form 2 Powers of Attorney Regulation 2016

(NSW)) (more than one attorney) POA4C Enduring power of attorney (Schedule 2 Form 2 Powers of Attorney Regulation 2016

(NSW)) (one attorney) (additional conditions and limitations) POA4D Enduring power of attorney (Schedule 2 Form 2 Powers of Attorney Regulation 2016

(NSW)) (more than one attorney) (additional conditions and limitations) POA1A General power of attorney (Schedule 2 Form 1 Powers of Attorney Regulation 2016

(NSW)) (one attorney) POA1B General power of attorney (Schedule 2 Form 1 Powers of Attorney Regulation 2016

(NSW)) (more than one attorney) POA1C General power of attorney (Schedule 2 Form 1 Powers of Attorney Regulation 2016

(NSW)) (one attorney) (additional conditions and limitations) POA1D General power of attorney (Schedule 2 Form 1 Powers of Attorney Regulation 2016

(NSW)) (more than one attorney) (additional conditions and limitations) POA5 Revocation of power of attorney (Powers of Attorney Act 2003 (NSW))

Power of Attorney for a company

Precedent Code Precedent Description POA9 Minutes of a meeting of the directors of a company re appointment of attorney under

power of attorney POA2 Power of attorney for a company POA3 Power of attorney to sign documents for a company








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Correspondence for Powers of attorney

Precedent Code Precedent Description POA7A Letter to client after registration of power of attorney POA7B Letter to clients after registration of powers of attorney

Appointment of enduring guardian

Precedent Code Precedent Description AEG1 Appointment of an enduring guardian (Schedule 1 Form 1 Guardianship Regulation

2016 (NSW)) AEG2 Appointment of enduring guardians (Schedule 1 Form 1 Guardianship Regulation 2016

(NSW)) AEG4 Notice of resignation of appointment as enduring guardian (Schedule 1 Form 3

Guardianship Regulation 2016 (NSW)) AEG3 Revocation of appointment of enduring guardian (Schedule 1 Form 2 Guardianship

Regulation 2016 (NSW)) ACD1 Advance Health Care Directive






