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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

  1. Complete a Digital Duties Form.
  2. 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.

Updated: 14 August 2026