Check out all the new content that's been added to Smarter Drafter in the last month.
Welcome to the precedent update for October. This big update features updates to our Essentials suite, with many enhancements to courts forms, as well as new additions.
Let’s dive in!
Before you read any further, it's important to note that we made significant updates to our documents in line with regulation changes. As such, you cannot re-use any open draft submissions, as they are still connected to the old version of the template.
We've put together this handy guide, which explains how to update a draft submission after a template is revised.
Essentials
Form updates
The following documents have been updated:
Content update: Family
Update BFAs following superannuation legislation changes:
- Binding Financial Agreement (After Parent Form)
- Binding Financial Agreement (Before Parent Form)
- Binding Financial Agreement (During Parent Form)
Content update: Lexon – EPOA
Update suite per Lexon’s recent review:
- 1. First Contact and Estate Planning Checklist
- 2. Initial Letter to Client
- 3. Letter to Client - Enclosing Costs Agreement
- 4. Wills Information Checklist
- 5. Interim Will Checklist
- 6. EPOA Instructions Checklist
- 7. Letter to Client - Enclosing Estate Planning Documents
- 8. Will Execution Checklist
- 9. EPOA Execution Checklist
- 10. Letter to Client - Completion of Work
- 11. Letter to Attorney Enclosing EPOA for Signing
- Letter to Accountant or Financial Planner
- Letter to Client - Chasing Instructions
- Letter to Doctor
- Wills and EPOA – Overview
Content update: Estate Planning
New form:
- Revocation of Appointment of Enduring Guardian (NSW)
Formatting updates:
- Death Benefit Nomination
- Revocation of Enduring Power of Attorney (NSW)
Content update: Trusts
Formatting updates only
- Unit trust deed
- Family trust deed
Content update: Employment
Updated to include option to limit moral rights to period of employment:
Content update: Property
Legislation updates to refer to the Property Law Act 2023 (QLD) and section 139:
- Commercial lease (non-retail)
Content update: QLD UCPR
Form build and formatting updates:
- Form 106 - Affidavit (letters of admin. with will)
Content update: NSW UCPR
Note added with a link to the Court's website to assist unrepresented parties:
- Form 7B - Defence - filing party acting in person or by authorised officer
Court Forms
Content update: FCFCoA
Form updates
Updates per legislation changes and Court’s review.
The following forms have been updated:
- Notice of discontinuance (ex WA)
- Application - Contravention (Australia ex-WA)
- Notice of objection - Subpoena
- Response to an application in a proceeding (Australia ex-WA)
- Application in a proceeding (Australia ex-WA)
Fixed errors & added page signature blocks:
- Application for consent orders (Australia ex-WA)
Content update: VIC Magistrates’ Court
New forms
- Affidavit in support of application
- Case transfer - County Court to Magistrates' Court
- Notice of address for service
- Video conference booking request sheet
- Form 4A - Overarching obligations certification
- Form 4B - Proper basis certificate
- Form 6A - Affidavit of service
- Form 8A - Notice of defence
- Form 21A - Application for order in default
- Form 42A - Subpoena to attend to give evidence (Civil)
- Form 42AA - Subpoena for production to registrar
- Form 42B - Subpoena to produce (Civil)
- Form 42C - Subpoena both to attend to give evidence and to produce (Civil)
- Form 61D - Notice of objection
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Download the full Document and Precedent list
Those are the highlights from the past month, but If you want to see the full list, click the button below.
Don’t forget to check out our blog to read more about exciting feature releases.
If you have any questions or feedback about this month’s release, please send us an email on team@smarterdrafter.com.au.