Equity release programs - exemption
Channel: SRO
Section: s55
Circumstances/Transactions
A transfer made on or after 15 June 2005 under an equity release program that results in a change in beneficial ownership is exempt.
Evidence
- Duties Form 14 - Statement on change of beneficial ownership of dutiable property
- Equity Release Program Statutory Declaration together with the schedule outlining the transactions.
Lodge after settlement via email to electroniclodgement@sro.vic.gov.au.
When to lodge
Lodge documents after settlement directly with the State Revenue Office
Log in to Duties Online