Prepare transfer-duty calculation inputs and the OSR or SRO lodgement checklist
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- From the contract and concession facts, list duty inputs, first-home, off-the-plan or pensioner concessions to test, and SRO/OSR lodgement steps. Output no payable figure.
- What the lawyer must review
- Use the official state revenue calculator on the calculation date
- Check NSW first-home thresholds from 1 July 2023: exempt to $800,000, concession to $1 million
- Note NSW thresholds apply to new or existing homes; vacant land has its own thresholds
- Check Vic first-home and new-home concessions
- Check foreign-purchaser surcharges
- Written for / version
- Australia versionAU
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.