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Western Australian conveyancing pre-settlement checklist

WA conveyancing uses the Joint Form of General Conditions and settles electronically via PEXA. This checklist walks through the standard pre-settlement steps.

In short

This is a 12-step pre-settlement checklist for Western Australian conveyancing. It covers the Joint Form of General Conditions, Landgate searches, stamp duty, PEXA workspace, and final inspection.

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12-step checklist

The checklist

1

Review the sale contract

Confirm the contract terms under the 2022 Joint Form of General Conditions and any special conditions.

Settlement Agents Act 1981 (WA)
2

Conduct title search

Order the current Landgate title search. Confirm proprietor, encumbrances, and any memorials.

Transfer of Land Act 1893 (WA)
3

Order Landgate searches

Conduct strata plan, diagram, and interests search. Order rates, water, and land tax clearances.

4

Check planning and zoning

Order the planning certificate and confirm zoning, heritage listings, and any proposed road widening.

Planning and Development Act 2005 (WA)
5

Lodge transfer duty

Lodge the duty transaction via Revenue Online. Apply first home owner or concessional rate where eligible.

Duties Act 2008 (WA)
6

Create PEXA workspace

Create the PEXA workspace and invite the other side, mortgagee, and outgoing mortgagee.

Electronic Conveyancing Act 2014 (WA)
7

Complete VOI

Complete verification of identity for the client under the ARNECC standard. Retain evidence for seven years.

ARNECC Model Participation Rules
8

Calculate settlement adjustments

Adjust shire rates, water, land tax, and strata levies to the settlement date.

9

Confirm finance approval

Confirm unconditional finance and mortgagee readiness in PEXA.

10

Check strata company information

For strata title, obtain the section 43 certificate and review financials, insurance, and by-laws.

Strata Titles Act 1985 (WA)
11

Conduct final inspection

Arrange the final inspection before settlement and confirm the property matches the contract.

12

Attend PEXA settlement

Sign off in PEXA at the scheduled time. Confirm funds disburse and title transfers.

When to use

When this checklist applies

Use this checklist throughout a WA conveyance from contract to settlement, particularly in the final week before PEXA lockdown.

Common pitfalls

  • Missing a memorial on the title (e.g. contaminated sites)
  • Not ordering the section 43 certificate for strata purchases
  • Forgetting to apply the off-the-plan duty concession
  • Late VOI compromising PEXA readiness
  • Not checking for proposed road widening under WAPC notices
Use with Quillio

Run this checklist on a real matter

Quillio reviews WA sale contracts, summarises Landgate searches, and drafts settlement statements. See /practice-areas/commercial-lawyers or start a free trial.

This checklist is a general guide. Adapt for strata, rural, and commercial matters with additional due diligence.

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Quillio can run this checklist on a specific NSW conveyancing matter — confirm each item, calculate adjustments, and generate the supporting documents. The free trial requires no credit card.

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