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Glossary

Stamp Duty (AU) glossary

Stamp duty — now more commonly called transfer duty — is a state-based tax imposed on certain transactions, most notably property transfers. Each jurisdiction has its own rates, thresholds, exemptions, and anti-avoidance rules. This glossary explains the language practitioners need to navigate duty obligations across Australia.

In short

This glossary covers 40 terms that property and tax lawyers encounter when advising on stamp duty across Australian states and territories. Each definition references the relevant legislation or revenue office guidance.

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40 terms

Definitions

Ad valorem duty

Duty calculated as a percentage of the dutiable value of the transaction, increasing with value through a tiered rate schedule.

Duties Act 1997 (NSW) s 32

Aggregation

The practice of combining related transactions to calculate duty at a higher marginal rate, preventing artificial splitting of purchases.

Duties Act 1997 (NSW) s 25

Apparent purchaser

A person who purchases property on behalf of another — duty may be payable on the subsequent transfer to the true purchaser unless an exemption applies.

Duties Act 1997 (NSW) s 55

Assessment notice

The formal notice from the revenue office setting out the duty payable, the transaction details, and the due date for payment.

Call option

An option granted to a party to purchase land — the grant of the option is itself a dutiable transaction in most jurisdictions.

Duties Act 1997 (NSW) s 9(1)(c)

Concession (first home buyer)

A reduced rate or exemption from transfer duty for eligible first home buyers, subject to property value thresholds and residency requirements.

First Home Buyer Assistance Scheme (NSW); Duties Act 2000 (VIC) s 57B

Corporate reconstruction relief

An exemption or reduction of duty on transfers between associated corporate entities during genuine restructures, subject to pre- and post-association requirements.

Duties Act 1997 (NSW) Ch 11 Pt 2

Declaration of trust

A declaration that property is held on trust — itself a dutiable transaction because it changes the beneficial ownership of the dutiable property.

Duties Act 1997 (NSW) s 8(1)(b)(ii)

Dutiable property

Property on which transfer duty is chargeable — typically land, interests in land, and certain goods sold with land.

Duties Act 1997 (NSW) s 11

Dutiable transaction

Any transaction that attracts transfer duty — including transfers, agreements for sale, declarations of trust, surrenders, and foreclosures.

Duties Act 1997 (NSW) s 8

Dutiable value

The greater of the consideration paid and the unencumbered value of the dutiable property — the base on which duty is calculated.

Duties Act 1997 (NSW) s 21

Duty deferral

A statutory mechanism allowing payment of duty to be postponed — for example, off-the-plan concessions that defer duty until settlement.

Duties Act 2000 (VIC) s 21A

Family law exemption

An exemption from duty on property transfers made under a court order or binding financial agreement in family law proceedings.

Duties Act 1997 (NSW) s 68

First Home Owner Grant (FHOG)

A one-off government grant for eligible first home buyers — separate from duty concessions but often applied for alongside them.

First Home Owner Grant Act 2000 (NSW)

Foreign person

A person who is not an Australian citizen or permanent resident, or a corporation or trust controlled by foreign persons — relevant to surcharge duty and FIRB.

Duties Act 1997 (NSW) s 104J

Foreign purchaser surcharge

An additional duty surcharge imposed on foreign persons or entities acquiring residential property, typically 7–8% of the dutiable value.

Duties Act 1997 (NSW) s 104JA; Duties Act 2000 (VIC) s 28A

Goods component

The value of goods (chattels) transferred with land — goods are dutiable in some jurisdictions if sold together with the land.

Duties Act 1997 (NSW) s 11(1)(j)

Insurance duty

A duty imposed on premiums for general insurance policies — separate from transfer duty but administered under the same Duties Act.

Duties Act 1997 (NSW) Ch 8

Land-rich entity

An entity whose land holdings exceed a statutory threshold, bringing acquisitions in that entity within the landholder duty regime.

Duties Act 1997 (NSW) s 146

Landholder duty

Duty triggered by an acquisition of a significant interest in an entity that holds land — designed to capture indirect transfers of land.

Duties Act 1997 (NSW) Ch 4

Marginal rate

The rate of duty applying to the highest bracket of dutiable value in a tiered schedule, increasing as property values rise.

Nominee transfer

A transfer from a nominee back to the beneficial owner — may be exempt from further duty if the original transaction was stamped.

Duties Act 1997 (NSW) s 55

Objection

A formal challenge to a duty assessment lodged with the revenue office within the statutory time limit.

Taxation Administration Act 1996 (NSW) Pt 10

Off-the-plan concession

A concession reducing the dutiable value of off-the-plan apartment purchases to exclude construction not yet completed at contract.

Duties Act 2000 (VIC) s 21C; Duties Act 1997 (NSW) s 26A

Partitioning

The division of jointly owned property among co-owners — may attract duty unless an exemption applies for partitions in equal shares.

Duties Act 1997 (NSW) s 56

Penalty tax

Additional tax imposed by the revenue office for late payment, under-disclosure, or tax avoidance — typically a percentage of the unpaid duty.

Taxation Administration Act 1996 (NSW) s 37

Premium duty

A higher rate of duty applying to residential property above a specified value threshold — sometimes called the premium rate.

Duties Act 1997 (NSW) s 32 (rate schedule)

Principal place of residence

The primary home lived in by the purchaser — relevant to first home buyer concessions, surcharge exemptions, and land tax thresholds.

Put and call option

A structure combining a call option to buy and a put option to sell, commonly used in property development — both options are dutiable.

Duties Act 1997 (NSW) s 9(1)(c)

Reassessment

A revised assessment issued by the revenue office when new information comes to light or an error is discovered in the original assessment.

Taxation Administration Act 1996 (NSW) s 11

Significant interest

An interest of 50% or more (or 90% in some jurisdictions) in a landholder entity, triggering landholder duty on acquisition.

Duties Act 1997 (NSW) s 147

Stamping

The process of having an instrument endorsed as duty-paid by the revenue office — required before the instrument can be registered.

Sub-sale

A transfer from a purchaser under an uncompleted contract to a third party — may attract duty on both the original and sub-sale transactions.

Duties Act 1997 (NSW) s 9B

Surcharge purchaser duty

The additional duty payable by foreign purchasers on residential land, administered alongside standard transfer duty.

Duties Act 1997 (NSW) Ch 2A

Transfer duty

The primary state tax on the transfer of dutiable property — the modern name for stamp duty in most jurisdictions.

Duties Act 1997 (NSW) Ch 2; Duties Act 2000 (VIC) Ch 2

Unencumbered value

The market value of property free of mortgages and encumbrances — used as the alternative measure of dutiable value when it exceeds consideration.

Duties Act 1997 (NSW) s 21

Vendor duty (abolished)

A former NSW duty on the vendor of residential property, introduced in 2004 and abolished in 2005 — now of historical relevance only.

State Revenue Legislation Amendment Act 2005 (NSW)

Voluntary disclosure

A taxpayer-initiated disclosure of an unpaid duty liability, which may reduce penalty tax imposed by the revenue office.

Taxation Administration Act 1996 (NSW) s 37

Windback provision

The rule that acquisitions in a landholder entity within a specified period before the dutiable acquisition are aggregated to determine the significant interest threshold.

Duties Act 1997 (NSW) s 149
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These definitions are general explanations for educational purposes — not legal or tax advice. Stamp duty rules vary between states and territories and change regularly. Always verify against the current legislation and revenue office rulings.

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