Checklist · Residential Conveyancing & Property
Victorian foreign purchaser additional duty worksheet
A worksheet for whether Victorian foreign purchaser additional duty applies, at the 8 per cent rate the State Revenue Office states for arrangements on or after 1 July 2019, and how it is added to land transfer duty.
- Kind
- Checklist. Steps or checks to work through and tick off.
- Where it applies
- Victoria
- AI use
- Yellow You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at
- 22 October 2026
- Status
- Maintained. Checked on 22 October 2026 against the authority it cites, for Victoria.
- Version
- 1
- Source
- Written for this library
When to use it
Use before exchange and again when completing the Digital Duties Form for a purchase of residential property in Victoria, including a purchase by a foreign person with a non-foreign person, a nomination, or a plan to convert non-residential property.
Used for these tasks
- Work out surcharge purchaser duty for a foreign buyer
- Prepare the transfer-duty calculation inputs and lodgement or filing checklist
- Work out Victorian land transfer duty from the contract price on the State Revenue Office page
Each task page says how far AI may help with the task and what the lawyer must review.
How AI may be used
AI may fill this worksheet from the contract and the client's citizenship and visa instructions; the lawyer decides whether the purchaser is foreign and what the dutiable value is.
AI may
- Enter the contract price, the stated shares, and the client's instructions on citizenship, visa and place of incorporation
- Set out the three-step addition the State Revenue Office describes
- Flag a nomination under an off-the-plan contract and a later plan to convert the property
AI must not
- Must not decide that a corporation or a trust is foreign by applying a controlling-interest or substantial-interest test from a page that was not opened
- Must not treat a visa application as if the visa had been granted
- Must not lodge the Digital Duties Form
The lawyer checks
- Each purchaser is classified from the page's tests for a natural person, and the linked tests for a corporation or a trust are read before a company or trustee is treated as foreign or not
- The additional duty is calculated on dutiable value excluding concessions, and land transfer duty is calculated separately with concessions, then the two amounts are added
- A foreign purchaser's share of a dual-purpose property is applied to the whole property, including the non-residential part, as the page states
- The Digital Duties Form tells the State Revenue Office that the purchaser is foreign, if that is the conclusion
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
Read the full text
The full text is available after you log in. It is free. When you log in you can:
- read the whole precedent, with its drafting notes beside it;
- copy it, or download it as a Word file or Markdown;
- add it to your firm’s knowledge base, so colleagues can find it;
- let the AI tools you connect read it from that knowledge base.
The summary, the law it rests on and the AI-use guidance above stay public. Privacy.
More in Residential Conveyancing & Property
- Contract for sale: prescribed documents and vendor disclosure checklist (NSW, with Vic and Qld notes)
- Transfer of land: registry forms and completion guide (NSW 01T, with Vic, Qld, WA and SA versions)
- Purchase-contract due diligence checklist (United States)
- Caveat against dealings: registry forms and completion guide (NSW 08X, with Vic, Qld, WA and SA versions)
- Residential land foreign-investment screen before exchange
- FIRPTA withholding file note (United States)
- Victorian section 32 vendor statement (official guidance and completion guide)
- Discharge of mortgage: registry forms and settlement guide (NSW 05DM, with Vic, Qld, WA and SA versions)
- Queensland body corporate certificate and community management statement before contract
- Queensland seller disclosure statement (Form 2) and prescribed certificates: completion guide
- Title commitment and closing-document check (United States)
- Section 66W certificate (waiver or shortening of the cooling-off period) with explanatory note and file note (NSW)
- Notice of sale (NSW) and property transfer information (Qld Form 24): what the registry needs with a transfer
- Queensland seller disclosure steps before the buyer signs
- Buyer issues report on a purchase contract (United States)
- Letter of advice to a residential purchaser on the contract and searches before exchange (NSW)
- Victorian off-the-plan buyer checklist from Consumer Affairs Victoria
- Verification of identity and payment-redirection (deepfake) fraud checklist for conveyancing
- Client notice: how we use AI in your conveyancing matter
All precedents for Residential Conveyancing & Property · Tasks and AI use in this area