ARITA Corporate Template Updates December 2019

ARITA updates dated 1 September 2019, 12 & 14 November 2019 addressed in the ARITA_MT_Corp_updates_20191210.zip file.

Registered members of ARITA will receive an email with access codes to FTP site containing the files you will need to update your ARITA templates. An installation guide will also be available on the FTP site.

If you have created a custom copy of the ARITA templates you may need to manually adjust your copy. 

The below MYOB Insolvency version of these templates have been updated as described

ARITA Version Updates

TEMPLATE NAME

ARITA and MYOB AMENDMENTS

25201 - WP - Investigations cheat sheet v1_1

New template introduced 1.9.2019 as V1_0 then updated to v1_1 on 12.11.19 for - Edited for gender neutral language.

 

22205 – DOC – Creditors – Minutes of meeting v3_1

First updated to v3_0 on 1.9.2019 - Minor edits to cross-referencing to specific meeting guidance within the document.

·       Page 5 Voting - second point: • Related creditors with assigned debts will be limited in value to the consideration given for the assigned debts

·       Page 5 Voting - Third point As chairperson, added to start of point

·       page 2 last point 'Proxies received were in order in accordance with IPR 75-150…." no longer a point, it is a separate paragraph

·       Page 2. Paragraph under proxies table. Remove the from "They would not use any general proxy to vote in favour of any resolution which would place the them, …]

 

Further update to v3_1 on 12.11.19 to correct minor typo on page 2. Under Proofs of Debt and Proxies, first point. IPR reference should be IPRs 75-85 - 75-110

November 2019 Updates

 

17102 - WP - Pre-appointment workpaper v2_0 CODE

Updated for new ARITA Code and PSI references and requirements.

 

17201 - APP - DIRRI v2_0 CODE

Updated template for new ARITA Code and PSIs.

17203 - WP - DIRRI workpaper v2_0 CODE

Updated for new ARITA Code and PSI references and requirements.

17500 - APP - Pre-appointment remuneration advice v2_0 CODE

Updated template for new ARITA Code and PSIs.

17501 - APP - Initial Remuneration Notice v2_0 CODE

Updated template for new ARITA Code and PSIs.

17561 (MVL) - APP - Initial Remuneration Notice v2_0 CODE

Updated template for new ARITA Code and PSIs.

 

Section 2 Method Chosen. [RF_JOBINFO_REMUNERATION_METHOD] has been replaced with [RF_FEE_BASIS]

22144 (VA) - WP - VA Report Workpaper v3_0 CODE

Updated for new ARITA Code and PSI references and requirements:

• Assigned debts – related parties

• Director & officer insurance policy

• Transactions to defeat employee entitlements

• Safe harbour claims by directors

• Differential treatment of creditors

22145 (VA) - WP - Annexures to VA Report Workpaper v2_0 CODE

Updated for new ARITA Code and PSI references and requirements.

 

22154 (DOCA) - LTR - Directors - DOCA executed v1_0

New Template to notify directors of execution of Deed and their obligations, including obligation to notify of material contraventions.

27503 - WP - Remuneration approval report workpaper v2_0 CODE

Updated for new ARITA Code and PSI references and requirements.

 

27504 - WP - Guide to court remuneration applications v1_0 CODE

New workpaper from PSI5 Remuneration Reporting

27561 (MVL) - LTR - Remuneration approval report v2_0 CODE

Updated for new ARITA Code and PSI references and requirements.

 

Part 1 Remuneration, paragraph 1. [RF_JOBINFO_REMUNERATION_METHOD] has been replaced with [RF_FEE_BASIS]

27501 - LTR - Remuneration approval report v2_0 CODE

Updated template for new ARITA Code and PSIs.

37920 (CVL) - WP - Finalisation workpaper v3_0

Updated to remove transitional requirements, add a note to Form 505 step, add a note regarding funds handling for final tax refund and add reference for STP.

37930 (Court) - WP - Finalisation workpaper v3_0

Updated to add a note regarding deregistration timing in a court liquidation, add a note to Form 505 step, add a note regarding funds handling for final tax refund and add reference for STP.

37940 (VA) - WP - Finalisation workpaper v3_0

Updated to add a reference to STP and add a note regarding funds handling for final tax refund.

37950 (DOCA) - WP - Finalisation workpaper v2_0

Updated add a note regarding funds handling for final tax refund.

37960 (MVL) - WP - Finalisation workpaper v2_

Updated to remove transitional requirements, add a note to Form 505 step and add a note regarding funds handling for final tax refund.

37980 (REC) - WP - Finalisation workpaper v3_0

Updated to add a reference to STP and add a point to advise secured creditor to lodge a POD in the liquidation for any shortfall.

 

The below templates have had MYOB Insolvency coding, scripting and/or datasource updates.

TEMPLATE

MYOB AMENDMENTS

37940 (VA) - WP - Finalisation workpaper v2_0

Display option updated to display in VA job type

22102 - LTR - Creditors - General update v1_1

Template copied to include ARITA styles. Merge fields & heading RFs updated to produce correct font when used with style template.

17305 - LTR - Directors & officers - ROCAP second demand v2_0

Front bracket was missing from [RF_APPOINTEE_AM_ARE] in 3rd paragraph

17161 (MVL) - LTR - Directors - Pre-appointment information on process v1_0

[RF_ADMIN_APPT_SUFFIX] removed from title as this template relates to Pre appointment.

 

Sign off font for [RF_SIGNATURE] & [RF_APPOINTEE1_NAME] updated to produce in ALLCAPS.

 

Page 3 paragraph 3 [Indemnity amount] updated to $[RF_JOBINFO_REMUNERATION_INITIAL_ESTIMATED_TOTAL]

17164 (MVL) - LTR - Directors - Pre-appointment signing package v1_0

[RF_ADMIN_APPT_SUFFIX] removed from title as this template relates to Pre appointment

 

Sign off font for [RF_SIGNATURE] and [RF_APPOINTEE1_NAME] updated to produce in ALLCAPS.

17166 (MVL) - APP - Directors' minutes v1_0

[RF_ADMIN_APPT_SUFFIX] removed from title as this template relates to Pre appointment

17168 (MVL) - APP - Notice of General Meeting of Members v1_0

[RF_ADMIN_APPT_SUFFIX] removed from title as this template relates to Pre appointment

17145 (VA) - LTR - Liq or secured appointee - Pre-appointment package v1_1

Sign off font for [RF_APPOINTEE_SIGNATORY_CORRO_NAME] updated to bold and ALLCAPS

 

[RF_PRACTICE_NAME] Font updated to bold

 

Various RF codes updated from ARIAL (body) to ARIAL so they produce correctly when using a style template

 

Paragraph 2 under Funding for Administration. [Indmenity amount] updated to $[RF_JOBINFO_Remuneration_Initial_Estimated_Total]

 

Updated contact table and bank details to correctly align

17144 (VA) - APP - Appointment document v1_1

Various RF codes updated from ARIAL (body) to ARIAL so they produce correctly when using a style template

 

17143 (VA) - APP - Directors' minutes v1_1

Heading and RF meeting codes fonts updated

17141 (VA) - LTR - Directors - Pre-appointment package v2_0

Various RF codes updated from ARIAL (body) to ARIAL so they produce correctly when using a style template

 

Updated contact table and bank details to correctly align

17131 (Court) - LTR - Petitioning creditor - Pre-appointment consent v1_1

[RF_APPOINTEE_SIGNATORY_CORRO_NAME] font updated to arial

17130 (Court) - LTR - Petitioning creditor - Pre-appointment up-front payment v1_1

Sign off font for [RF_APPOINTEE_SIGNATORY_CORRO_NAME] updated to bold and ALLCAPS

 

[RF_PRACTICE_NAME] Font updated to bold

Various RF codes updated from ARIAL (body) to ARIAL so they produce correctly when using a style template

 

Updated contact table and bank details to correctly align

17127 - (CVL) - APP - Members' minutes v1_1

Heading updated to use ARITA heading style. Fonts for meeting RF codes in paragraph 1 updated to arial

17126 (CVL) - APP - Consent to short notice v1_2

Heading updated to use ARITA heading style. Fonts for meeting RF codes in paragraph 1 updated to arial.

 

[RF_ADMIN_NAME] in paragraph one updated to remove bold All Caps and font to arial

17125 (CVL) - APP - Notice of General Meeting of Members v1_1

Heading updated to use ARITA heading style.

 

Fonts for meeting RF codes in paragraph 1 updated to Arial

17124 (CVL) - APP - Directors' minutes v1_1

Heading updated to use ARITA heading style.

17100 - APP - Consent to act v1_1

Heading updated to use ARITA heading style.

22100 - LTR - Creditors - Online report notification ongoing v1_1

Template resaved onto template page that included ARITA styles

 

Font/style updates for today date, address fields, heading

 

Contact table has been updated for correct font merging

22115 (Liq) - LTR - Crediotrs - Statutory report by Liquidator v3_1

Template resaved onto template page that included ARITA styles

 

Update heading to style ARITA heading

 

Update sign off to Bold and All Caps

 

1.4.2 last paragraph, First sentence. [RF_APPOINTEE_I_WE] was in blue. Has not been updated to black. And has been updated to [RF_APPOINTEE_I_WE_UPPER] with italics removed

 

1.4.2 Last paragraph, last sentence. [RF_APPOINTEE _I_WE] updated to [RF_APPOINTEE _I_WE_UPPER]. Am updated to [RF_APPOINTEE_AM_ARE]

 

1.4.4 Under Example wording: 1st paragraph, second sentence. UPPER added to RF for [RF_APPOINTEE_I_WE_UPPER].

 

1.4.4 Under Example wording: 2nd paragraph, second sentence. UPPER added to RF for [RF_APPOINTEE_I_WE_UPPER]. Was updated to [RF_APPOINTEE_WAS_WERE]

 

1.4.4 Under Example wording: 4th paragraph. UPPER added to RF for [RF_APPOINTEE_I_WE_UPPER]. Am updated to [RF_APPOINTEE_AM_ARE]

 

Point 3, paragraph 2. UPPER added to RF for [RF_APPOINTEE_I_WE_UPPER]. Am updated to [RF_APPOINTEE_AM_ARE]

 

22141 (VA) - LTR - Creditors - Send VA report and convene second meeting pursuant to s439A v2_0

Update font for today date and merge fields

22150 (VA_DOCA) - LTR - Creditors - Execution of a DOCA v1_2

Update font for today date and merge fields

 

Font for RF codes in paragraphs 1 ,3 and 4 updated

22151 (VA-CVL) - LTR - Creditors - DOCA not executed and F509F v1_1

Font for todays date and merge fields updated. RF for I_WE updated to [RF_APPOINTEE_I_WE_UPPER] in first paragraph

 

RF for I_WE updated to [RF_APPOINTEE_I_WE_UPPER] in first paragraph under Next Steps. This paragraph has also had the italic removed.

 

Contact table has been updated for correct font merging

 

Page 3 F509F has been coded with RF codes

22152 (DOCA) - LTR - Creditors - Confirm bound by DOCA, no action allowed v1_0

Update sign off to merge in All Caps

22153 - (DOCA) - LTR - Creditors - Execution of a varied DOCA v1_0

Update sign off to merge in All Caps

22155 (DOCA) - LTR - Creditors - Material contravention of a DOCA v1_1

Template resaved onto template page that included ARITA styles

 

Update heading to use ARITA Heading style

 

RF for I_WE updated to [RF_APPOINTEE_I_WE_UPPER] in first and second paragraph

 

Contact table has been updated for correct font merging

 

22156 (DOCA-CVL) - LTR - Creditors - Notify DOCA terminated and transfer to CVL v1_0

Update sign off to merge in All Caps

22157 - (DOCA) - LTR - Creditors - Notify DOCA terminated and return control to directors v1_0

Update sign off to merge in All Caps

22165 (MVL) - LTR - Creditors - Statutory report by Liquidator v1_0

Update sign off to merge in All Caps

22201 - LTR - Creditors - Convene meeting v2_0

Template resaved onto template page that included ARITA styles

 

Font for todays date and merge fields updated.

 

Update heading to use ARITA Heading style

 

Update sign off to merge in bold

 

Update font for contact table

22206 - FN - Authority to chair meeting v1_1

Update font for todays date

22209 - LTR - Creditors - Notice of adjourned meeting v2_0

Update font for todays date

 

Update sign off to merge in bold All Caps

22290 - APP - Notice of meeting v2_0

Template resaved onto template page that included ARITA styles

 

Font for todays date and merge fields updated.

 

Update heading to use ARITA Heading style

 

Update sign off to merge in bold, ALLCAPS

 

Updated 'Notice is given that a meeting ….....' to Arial

 

Updated 'Attending and voting at meeting' and first paragraph to Arial

 

Updated last paragraph of 'Attending and voting at meeting" to arial

 

Updated first and second paragraph under Electronic Facilites to arial

 

Updated 2nd last paragraph to arial

 

Updated RF codes for Practice Address

22291 - FN - Statement in writing of posting of notice of meeting v1_1

Template resaved onto template page that included ARITA styles

 

Font for todays date and merge fields updated.

 

Update heading to use ARITA Heading style

 

Update sign off to merge in bold, ALLCAPS

 

22292 - APP - List of persons present at meeting of creditors (attendance register) v2_0

Updated font style for headings

22293 - APP - List of persons present at meeting of members (attendance register) v1_0

Updated font style for headings

22294 - APP - Proof of Debt or claim for the purpose of voting v1_1

Updated font style for headings

 

Update fonts throughout form to arial

22295 - APP - Appointment Proxy v1_1

Updated font style for headings

 

Update fonts throughout form to arial

Appointment of Proxy - members meeting v1_0

Updated font style for headings

17388 (REC) - LTR - External administrator - initial notification and request info v1_0

Named of template in application is V2_0. Should be V1_0. This would cause merging issues and is updated via the script.

36261 (MVL) - LTR - Members - Distribution letter and statement for tax purposes v1_0

Section break on page 2 is causing letterhead to start on page 3. Section break has been replaced with page break so letterhead starts on page. Some font updates done throughout template for use with style templates.

F(ATO)B - ATO Appointment or cessation and tax registrations v1_0.PDF

RF codes have been entered into the pdf where possible for auto completion when merging.

FAQs

 I have made my own custom templates based on a system templates released earlier. Will I have to update my custom template manually?

 

Yes. Only the system templates are automatically updated with changes and given a new version number as per ARITA

 

I have linked a previous version system template to my task template. Will my task template link (Action) to the system template be updated so it produces the latest version of the template.

 

Yes. Changing the name of the (System or Custom) Template does not break the link to the original template saved in the Action tab.

 

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