Related Parties Transfers

Any transfer between family members, associated trusts, businesses, and acquaintances is referred to as a related party transfer. It can also include transfers to family trusts or businesses where there is a significant familial interest. They consist of:

Trusts to unit holders or beneficiaries
Gifts to children or spouses
Taking a parent's name off of a title in which they served as guarantors
Deceased estates
Divorce and relationship dissolution
Transfers of asset protection to a spouse
Bare/holding trust to SMSF upon loan repayment
Adding a commercial property to your SMSF
NICO (not-in-common-ownership) transfers lodged with subdivisions
Realignments of title boundaries
Following the development of a property, partition agreements and other asset separation.

Get In Touch

Reach out to Evergreen Conveyancing and our conveyancers will talk you through the process tailored to your situation. You can expect our expertise in related parties transfers to equip you with the fundamental skills to navigate your way through a successful transfer of ownership.

How we can help

By talking to our conveyancers you can begin the process of a related party transfer. Our conveyancers will gather your personal information and instruction and walk you through each step in order to complete a related parties transfer as smoothly as possible.

Our conveyancers understand the importance of the legal and tax implications of related parties transfers. These transactions may have different regulations and may be subject to specific exemptions or concessions. Related parties transfers require thorough documentation, including a contract of sale, transfer documents, and supporting financial records. Stamp duty is typically a significant cost in property transactions and any exemptions or concessions available for related parties transfers in Victoria.

We will explore all the possible avenues to save you precious time and money by doing things right the first time and by giving you options you may not have considered.

Evergreen Conveyancing has an established referral network which does not pay nor accept referral fees. We work honestly, diligently and carefully and that is why many pleased real estate agents, tax agents, mortgage brokers, building inspectors and past clients often refer clients to our firm.

Our Evergreen Values

1 / We do not pay nor accept payment for client referrals

Some conveyancing firms will pay up to $400 to real estate agents or other professionals for a referral and pass this added cost to their client. This practice is already banned in Western Australia, Tasmania and South Australia due to the inevitable conflict of interests the conveyancer faces. This practice goes against our Evergreen values as we believe that referrals should be based upon competence and not monetary gain.

2 / Our client's interests come first

We wholeheartedly act for your best interest in the conveyancing process. We are not compromised by conflicts of interest which other practices are susceptible to by paying for client referrals and in most cases, passing the cost on to their clients. This practice goes against our Evergreen Values.

3 / Transparent pricing

No hidden costs, no surprises! We charge a fixed professional fee plus disbursements for all our clients which covers all work from start to finish. This means if we spend 30 minutes or 5 minutes on the phone with you, there would be no difference to our fees. We provide each client a formal cost disclosure when they nominate us to represent them.

4 / Price beat guarantee

Find a genuine lower price elsewhere and we will beat it by 10 percent! Don’t pay more elsewhere. Keep more money in your pocket.

Related Parties Transfers