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Settlement adjustments and completion statements, built from the matter’s documents and edited together in real time.

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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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

Excel workbook · 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
Styles, merges and formulas preservedExport .xlsx

Put the numbers in the matter.

Filled by Donna. Edited together.