Managed investment schemes and registered schemes

Conveyance duty is not imposed on the transfer of dutiable property between the following parties:

from a responsible entity (or their trustee) of a managed investment scheme to a custodian or agent of the responsible entity
from a responsible entity of a managed investment scheme to a custodian or agent of the scheme
from a custodian or agent of a responsible entity of a managed investment scheme as custodian or agent of the scheme of the responsible entity, and
for the transfer of dutiable property by a trustee of a registered scheme to a custodian or agent of the responsible entity of the scheme as custodian or agent of the scheme.

Does the transferor hold dutiable property in the ACT as a responsible entity of a managed investment scheme?

All concessions and exemption applications at the ACT Revenue Office are self-assessed. You are obligated to ensure that all the eligibility criteria have been met (or will be met) before applying for any concession or exemption code in the Buyer Verification Declaration.

You should undertake your own inquiries into the eligibility requirements. This may include obtaining information from this website, legislation, or independent professional advice.