ARITA Corporate Template updates dated 1 and 15 September 2020

ARITA Corporate Template updates dated 1 and 15 September 2020

Released September 2020

ARITA updates dated 1 and 15 September 2020 are addressed in the ARITA_MT_Corporate_Templates_Updates_20200921 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 NEW TEMPLATES

12101 - WP - Initial notification workpaper v1_0

Workpaper to support preparation of initial notification to creditors

 

12603 - LTR - s275 Request for PPSR information v1_0

12603 – LTR – s275 Request for PPSR information v1_1

Request for PPSR information under s275 of PPSA

 

Correct Typo in v1_0 Page 4 - 3rd paragraph. Update yor to your "[RF_APPOINTEE_I_WE_UPPER] also note, you should also make your own enquiries,

13001 - GUIDE - Initial information to employees v1_0

To assist with the provision of initial information to employees

17103 - REG - Consents register v1_0

Register of consents

(A new category has been created under the Practice Category. Practice > ARITA for this template. You can access the template for your Practice > Circulars & Mailing > ARITA)

21001 - WP - Asset sale workpaper v1_0

Document asset sale process

21101 - FN - Sale - EOI register v1_0

Expression of interest register

21102 - GUIDE - Sale - Suggested content of an IM v1_0

Guide for preparation of information memorandum

21103 - GUIDE - Sale - Suggested contents of data room v1_0

Guide for suggested content of data room

21104 - WP - Sale - Reviewing offers v1_0

Document review of offers for the purchase of assets

21107 - GUIDE - Sale - Employee considerations on sale v1_0

List of matters to consider in relation to employees when selling business

21401 - LTR - Debtors - Initial request for payment v1_0

21401 – LTR – Debtors – Initial request for payment v1_1

Initial request for payment to debtor

 

Correct Typo in v1_0. Correct undisbuted to undisputed in 2nd last paragraph "If you dispute the amount outstanding, please pay the undisputed balance…."

21402 - LTR - Debtors - FUp request for payment v1_0

Follow up request for payment to debtor

NB I have coded the owing by date to 21 days from today date. This is the time frame we used in our exalt template. This time frame is a suggested time frame and not a Corps Act time frame. At can change it in the wizard if required.

21404 - QUE - ROT Questionnaire v1_0

Questionnaire to accompany request for PPSR information

21405 - GUIDE - ROT claims assessment v1_0

Guide to assist in the assessment of ROT/PMSI claims

22105 - INFO - Offences recoverable transaction and insolvent trading v1_0

Information sheet on offences, recoverable transactions & insolvent trading for all external administrations

24001 - WP - Initial trading on decision v1_0

Workpaper to document initial trade on decision

24002 - WP - Trading on decision v1_0

Workpaper to document trade on decision

24003 - LTR - Creditor - Circular to trade creditors v1_0

Initial letter to trade creditors for trade on

26206 - WP - Distribution WP with GST adjustment v1_0

Distribution calculation workpaper with GST adjustment. Excel spreadsheet

 

 

TEMPLATE NAME

ARITA and INSOL AMENDED TEMPLATES

12601 - LTR - PPSR initial notification to security interest holder - general v2_0

• Update to include reference to new ROT Questionnaire. New paragraph and enclosure update.

New paragraph “AND/OR If you are claiming a Retention of Title or Purchase Money Security Interest, a questionnaire is attached and [RF_APPOINTEE_I_WE] would appreciate if you would complete and return for [RF_APPOINTEE_MY_OUR] assessment.”

NB Secured Party has been removed from the title of this template.

12611 (Liq) - LTR - PPSR initial notice to substantial holder of security interests v2_0

Update to include reference to new ROT Questionnaire. Points and paragraph following points has been updated.

NB Secured Party has been removed from the title of this template

12641 (VA) - LTR - PPSR and s450A notice to substantial holder of security interests v2_0

Update to include reference to new ROT Questionnaire. Points and paragraph following points has been updated. Enclosed list updated.

NB Secured Party has been removed from the title of this template

17121 (CVL) - LTR - Directors - Pre-appointment package v2_1

Minor edits to website addresses to include links under Further Information. 

Replaced Dear Sir/Madam with salutation merge.

This data source updated to: Employee – Directors only

17303 - APP - Directors & Employees - Responsibilities during appointment v2_0

Updated document

22115 - (Liq) - LTR - Creditors - Statutory report by Liquidator v4_0

22115 - (Liq) - LTR - Creditors - Statutory report by Liquidator v4_1

Updated to include optional inclusion of 22105 information sheet at point 1.4. Appendix updates from point 3. Appendices list updated.

correct appendix references in V4_0

22143(VA) -INFO - Offences recoverable transactions and insolvent trading v2_1

Updated to include additional offences.  PDF

22302 – INFO – Proposals information sheet v2_0

·       Added note to refer queries to external administrator’s office

·       Removed ARITA contact details from footer

22500 – INFO – COI Information sheet v2_0

·       Added note to refer queries to external administrator’s office

·       Removed ARITA contact details from footer

25201 - WP - Investigations Cheat Sheet v4_0

17801 - LTR - Insurance - appointment of broker v1_1

 

List of offences updated

 

RF code for insurer has been updated from [RF_JOBCONTACT_INSURERS1_COMPANY] to [RF_JOBCONTACT_INSURERS1]. If the insurer has been setup in the Job contact tab their name will be entered in the template where this code is used

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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