Reconcile the net sum and name who section 77 says is to hold it
MaintainedLast reviewed
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Set out the gross sum, each amount section 151A or section 3.40 brings to account, the costs figure the lawyer supplies, and who is to receive or hold the balance. Do not calculate costs. Do not treat a payment to the solicitor as permitted.
- What the lawyer must review
- Tick each figure back to the compromise or the clearance
- The lawyer supplies the costs amount
- Name the holder under section 77 before treating anyone as paid
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
The work product
Forum. New South Wales
Produce. A reconciliation of the gross sum, the opened deductions, the lawyer's costs figure, and the holder.
Have ready. The gross sum; Each repayment the lawyer has accepted, with its subsection; The costs figure the lawyer supplies.
Example of the limit. Illustrative example: The gross sum is agreed and weekly payments of $4,200 have been paid by the employer. The sheet deducts $4,200 under section 151A(1)(b). Costs stay at the figure the lawyer typed.
Stop and hand it back when
- A repayment has no subsection.
- The sheet would calculate the costs.
Sources for this task were checked on 2026-10-23.
Who does what
| Role | What they do |
|---|---|
| Assistance | Set out the gross sum, each amount section 151A or section 3.40 brings to account, the costs figure the lawyer supplies, and who is to receive or hold the balance. Do not calculate costs. Do not treat a payment to the solicitor as permitted. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Each workers compensation amount is tied to the section 151A subsection that applies, and each statutory-benefits amount to the section 3.40 subsection that applies. An amount with no subsection is left off.
- The costs line is the figure the lawyer types. The tool does not calculate it. The bench book says a compromise for a person under legal incapacity should not, in general, be inclusive of costs. If the lawyer has marked the sum that way, the reconciliation shows the mark and does not split the sum.
- Where section 77 applies, the balance is to be paid into court unless the court directs otherwise. The reconciliation does not name the solicitor or the tutor as the person who receives it.
- Medicare, Centrelink and NDIS figures are taken only from clearances the lawyer supplies. This task does not create those clearances.
Sources
- Workers Compensation Act 1987 (NSW), in force from 1 October 2026, section 151A · 2026-10-23
- Motor Accident Injuries Act 2017 (NSW), in force from 10 June 2026, section 3.40 · 2026-10-23
- Civil Procedure Act 2005 (NSW), section 77 · 2026-10-23
- Judicial Commission of NSW, Civil Bench Book, costs and payment into court · 2026-10-23
Health and wage records stay in a firm-controlled tool. The lawyer applies ASCR r 9 and APP 11, and decides whether any breach is notifiable under the Privacy Act 1988 (Cth).