Summer services update
When to use Complex mode
Use Complex mode to prepare a transfer when:
- selecting affected shares/interests
- describing part of the land
- adding text
- specifying a third party transfer
- adding preset wording suffix to transferees.
Affected titles must have the same ownership and shares.
Mandatory fields in the Prepare Transfer page are marked with a red asterisk and must be completed for successful pre-validation and submission.
1: Navigate to the Prepare instrument page.
You access the Prepare transfer page from the Instruments and Roles page. To open the page, choose one of the following:
- Select the Transfer hyperlink when the instrument details are collapsed.
- Select Prepare when the transfer instrument details are displayed.
- Select the 3-dot menu, to the right of the transmission instrument. Then select Prepare instrument from the menu.
2: Select Complex to change to Complex mode.
By default, Simple mode is selected for a Transfer instrument. Select Complex to change to this mode.
Choose Complex mode:
- to deal with different shares or interests
- when dealing with only part of the land
- to add additional details such as text or images.
Prepare a transfer in Simple mode
Prepare a transfer in Instrument mode
3: If dealing with part of the land, check the Only part of the land in the Affected Title(s) is being transferred checkbox.
Select the Only part of the land in the Affected Title(s) is being transferred checkbox if the transfer is only for part of the land.
Enter the legal description for the part to be transferred. The Description of Part field is a free text field and is limited to 500 characters.
Ensure you include all the details required. For example: Part Lot 1 LT12345 formerly comprised in Lot 2 DP6789.
This instrument will step down to Lodge if this field is used.
4: Check the Transferors are correct.
The registered owners will automatically display in the Transfer section.
The names may also reflect any change of ownership instrument that has been prepared in the same dealing, prior to the transfer.
Change due to pending dealing
The Change due to pending dealing toggle under the transferors can be used to edit, add or delete the names displayed. For example, use when an instrument in a prior dealing is updating who the transferors will be.
You will need to confirm you want to modify the names before making any changes.
Revert/Update
Use the Revert/Update button above the Transferor section to re-set the interest holder’s name to reflect the Register and any prior instruments in the dealing.
For example, if the name has been edited using Change due to pending dealing it will revert to what is recorded on the Register. Or, if a prior instrument has been added to your dealing which changes the interest holder, using Revert/Update will pull through the updated names.
Additional Mortgagor details
To view other details such as an alias, suffix or birth date of a minor, select the person icon to the right of the mortgagor.
If the person icon is filled in blue, that means there are additional details recorded for that Mortgagor.
To add, edit or remove details, turn on the Change due to pending dealing toggle, then select the person icon to make the changes.
5: Add details for a third party, if involved in the transfer.
Skip this step and go to step 6, if no third party is involved in the transfer.
Check the Third party transferor checkbox if the transfer is on behalf of a third party. For example, the name of the Territorial Authority, for non-payment of rates.
Enter the name of the affected third party.
Select a reason from the Justification field.
6: Select the owners affected by the transfer.
Select the relevant checkboxes next to the affected transferors.
To affect all owners, select the checkbox next to Joint Transferor group.
7: Review or change the share value to be transferred.
Review the Transferring Share. It pre-populates with the entire share of the party selected but can be edited if less than all is being transferred.
A calculator simplifies the fraction you enter, down to the lowest common denominator.
The remaining share, if any, is then calculated and displays in the Remainder column.
If the transferor is a joint tenant, transferring their share may break the joint tenancy.
8: Select either Sole or joint tenants, or Tenants in Common or combination.
By default, Sole or Joint tenants is selected.
A sole tenant indicates only one transferee.
A joint tenancy can have 2 or more transferees.
Tenants in common relates to 2 or more transferees who hold their interest as to shares. For example, John holds a ¼ share and Jenny holds a ¾ share. Shares must total 1 whole share.
A combination ownership contains joint tenants and tenants in common. For example, Michael owns a ½ share and Rose and Brian are joint tenants as to the other ½ share, totalling 1 whole share.
9: Enter the transferee name and any applicable shares.
Enter a transferee name into the provided fields.
By default, individual fields are selected.
Select the corporate icon to add a corporate name.
Use the Add private individual or Add corporate buttons to add another transferee.
Tenants in common or combination options
Use the Add group button in the Tenants in common or combination mode to create a joint tenancy structure.
Use the Share field in the Tenants in common or combination mode to add the share value for each transferee or group. Use fractions with all shares that add up to 1 share.
Add additional details
Use the person outline icon, next to the 3-dot menu, at the end of the Transferee row to add an alias, suffix after a name, or the birth date of minor (under 20 years old).
When you save, this icon will change from an outline of a person to a blue-solid person. This functionality is not available for corporate entities.
Three-dot menu
Use the 3-dot menu for options to:
- move transferees up or down
- create or add to a joint tenant’s group
- remove a transferee from a group
- delete a transferee row.
10: Select additional wording to be displayed on the memorial for the title, if needed.
Go to step 11 if additional wording is not required for the transfer.
Select the Add additional wording checkbox.
Select the preset wording from the drop-down menu. The wording will be added to the end of the description of the transferee on the memorial for the title. For example, ‘No Survivorship’ or ‘as trustees under the provisions of the Methodist Model Deed of New Zealand 1887’).
11: Select the fencing covenant checkbox, if needed.
If a fencing covenant is required, check the fencing convenant checkbox. Otherwise leave it unchecked.
12: Add text to the Additional Clauses, Conditions, or Intent field, if needed.
Skip this step and go to Step 13 if you don’t need to add text to support the transfer.
Use the Additional Clauses, Conditions, or Intent field to include additional details, such as supplementary clauses or conditions or to clarify the intent for the transfer. This is a free text field.
Ensure you include all the details required.
For example:
- define the estate being dealt with when there are multiple estates on the affected titles with different names or shares, or
- use this field to combine the shares of an owner or owners.
This instrument will step down to lodge if used.
13: Upload an attachment to support the transfer, if needed.
Skip this step and go to Step 14 if you’re not uploading supporting documents.
Use the Attach image field to add PDFs. You can:
- drag and drop a PDF into the Attach image field, or
- select browse and upload a PDF from your files.
Each file must be under 10 MB in size and all attachments combined must not exceed 20 MB.
You can view the attached PDF:
- by clicking on the PDF, or
- selecting the Preview Instrument button to view the compiled instruments and attachments.
Attaching an image will cause the instrument to step down to Lodge.
14: Review the Summary and preview the instrument.
The Summary tab will automatically update some key details entered on the left-hand side of the page.
The Resulting ownership will only update when saving the page. A pie chart visually represents the shares or interests for each resulting owner. Hover your mouse over a pie chart segment to highlight the affected resulting owner.
Select Preview instrument to view, print or download the full instrument preview, including any added text, attachments or certifications and signatures.
The instrument preview might take time to load if you have attached PDFs. This is because it needs to compile the structured data with the attachments.
15. Save.
Select Save at the bottom right of the page to save the information and stay on the Prepare instrument page.
Select Save & back to save the information and return to the Instrument & Roles page.