---
title: "Prepare transfer-duty calculation inputs and the OSR or SRO lodgement checklist"
url: "https://ailawframework.com/practice/residential-conveyancing-and-property/prepare-the-transfer-duty-calculation-inputs-and-lodgement-or-filing-che/australia"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A9-T1-R5-AU"
practice_area: "Residential Conveyancing & Property"
tier: "red"
lawyer_review: "required"
jurisdictions: ["AU"]
last_reviewed: "2026-09-23"
---

# Prepare transfer-duty calculation inputs and the OSR or SRO lodgement checklist

> 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.

Canonical page: https://ailawframework.com/practice/residential-conveyancing-and-property/prepare-the-transfer-duty-calculation-inputs-and-lodgement-or-filing-che/australia  
Last reviewed: 2026-09-23

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Residential Conveyancing & Property](https://ailawframework.com/practice/residential-conveyancing-and-property.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| 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 | Australia |
| Applies to | [Prepare the transfer-duty calculation inputs and lodgement or filing checklist](https://ailawframework.com/practice/residential-conveyancing-and-property/prepare-the-transfer-duty-calculation-inputs-and-lodgement-or-filing-che.md) |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: Potential support includes identifying points for review and assembling provisional schedules. Confirm the tool’s capability and permitted scope.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.
- Why: The plan reflects the described work and review requirements. Policy colours are not used to determine permission or checking.

## Checks the lawyer makes

1. Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
2. Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
3. Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
4. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
5. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
6. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

## Notes

- Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*