Settlement Statements, Adjustment Sheets & Statement of Adjustments

Create accurate settlement statements, adjustment sheets and statement of adjustments, fast.

LEAP provides firms practicing Conveyancing an efficient way to create accurate settlement statements, adjustment sheets and statement of adjustments, fast. With one consistent approach for all states (excluding NT & TAS), LEAP has the tools you need to get this complex and time consuming form completed effortlessly.

The benefits of using LEAP for settlements:

  • Data is entered once and is retained and fully updateable.
  • The forms are constantly kept up-to-date with legislative and cost changes.
  • Changes to settlement dates are easily re-calculated.
  • Complex calculations can be completed effortlessly to avoid the dangers of broken Excel calculations.
  • Training needs and support staff hours are significantly reduced.

"LEAP Settlement Statements are user friendly, time friendly and so simple to adjust or alter at a later date. I would often spend an hour doing a Settlement Statement on our old system, now I can do one in a couple of minutes!"
Tanya Dunning
Spencer Gulf Law

NSW: Settlement Adjustment Sheet

The New South Wales Settlement Adjustment Sheet includes a toolbar which contains a button for each of the adjustment options. As you create each of the adjustments, the form will automatically recalculate the figures as you go.

Water usage can be adjusted based on either daily consumption or the last 2 readings with an option to calculate using tiers.

You can also create miscellaneous adjustments as a one off, or you can save them for future use by your firm.

NSW Settlement Adjustment Sheet

VIC: Statement of Adjustments

The Victorian Statement of Adjustments automatically creates 5 apportionable items by default i.e. Rates, Drainage, Parks & Gardens, Water Service and Sewerage Service Charges. Based on the Settlement Date in your matter, the correct time period for these charges is automatically generated and a simple figure entry is all that is required to generate calculations.

Also included is functionality to calculate rates/usage for individual lots on subdivisions together with the ability to apply GST to selected items. Features include unlimited items for; apportionables, non-apportionables, Usage, Rental and Cheques.

VIC Statement of Adjustments Sheet

QLD: Settlement Statement

The Queensland Settlement Statement includes just one button for all adjustment options. The form caters for up to 3 tier water usage and allows for settlement periods that span financial years where there has been a water price change.

QLD Settlement Statement Sheet

SA: Settlement Statement

The South Australia Settlement Statement is 3 statements in 1 which you can easily switch between with the click of a button. The 3 statements are; Purchaser, Vendor and Adjustment and the adjustment figures will re-calculate to suit the statement chosen.

Caters for up to 3 tier water usage and water prices (per kL and tier limits) which are built into the calculations. It also allows for settlement periods that span financial years where there has been a water price change.

Right Click functionality has also been added to allow you to add, edit, include or exclude items, or to simply move up or down any items.

SA Settlement Statement Sheet

WA: Settlement Statement

The Western Australia Settlement Statement is a Vendors Statement and a Purchasers Statement in one. Information is input once and can be changed for re-calculation at a keystroke.

Allows for unlimited entries for Time Related items (apportionable), Rental, Miscellaneous Items (non-apportionable), Penalty Interest and Cheques. Items can be moved up and down within your Statement with a simple click of the mouse.

WA Settlement Statement Sheet