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Settlement adjustments and completion statements, filled from the matter's own documents and edited together live.

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Settlement adjustments
12 Marine Parade, Coogee
SM
CD
A
B
C
1
Adjustments at settlement, 14 March
2
Item
Period
Adjustment
3
Council ratesSarah Mitchell
01 Jul to 14 Mar
4
Water service
01 Jan to 14 Mar
5
Strata levies
Q3, adjusted
6
Land tax
proportional
7
Balance to purchaser
Donna is updating C3:C6…

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Donna fills the schedule from the matter's own documents: the contract, the rates notice, the invoices. Her work arrives as one proposed change, every figure traceable to its source, and nothing lands until you approve it. Formulas survive.

Fill the adjustments from the contract and the rates notice

Item
Amount
2
Deposit paid
$125,000.00
3
Council rates adj.
$412.06
4
Water service adj.
$188.40
5
Strata levies adj.
$1,192.00
6
Balance at settlement
$1,126,792.46
Donna proposes 4 cellsRates Notice · p.2Contract · p.4Approve

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Settlement adjustments
SMCD
3
Council rates adj.Sarah Mitchell
$412.06
4
Water service adj.
$188.40
5
Land tax adj.
$326.75Claire Donnelly
6
Strata levies adj.
$1,192.00

C5 · Land tax adj.

CD

Claire Donnelly

Is land tax adjustable here? The contract says otherwise.

SM

Sarah Mitchell

Special condition 7.2 makes it adjustable. Checking the figure now.

Reply…

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XLSX

Adjustments_FINAL_v3.xlsx

from the vendor’s accountant · 214 KB

D6=ROUND(D3*C6/365, 2)
SETTLEMENT STATEMENT · 12 MARINE PARADE
Item
Daily rate
Adjustment
Council rates
$5.87
$412.06
Water service
$2.71
$188.40
Total adjustments
$600.46
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