Tax Clearance certificates for property sales over $2 million from the 1st of July 2016

If you are planning to buy or sell a property in excess of $2 million, you will be required to obtain a new clearance certificate starting from the 1st of July 2016.

The Australian government has introduced new rules for people who buy or sell a property worth $2 million or above. This rule applies to every buyer or seller regardless of whether they are Australian residents or not, with effect from the 1st of July 2016.

A 10% non-final withholding tax will be incurred for all contracts of properties with a market value of $2 million or above entered by parties on or after 1 July 2016 if the clearance certificate has not been obtained by either party before the sale of the property in question.

The seller will be required to provide a clearance certificate to the buyer, otherwise the buyer will need to withhold 10% of the sale price and pay this amount to the ATO.

The general rules are as follows:

  • The seller needs to provide a clearance certificate to the buyer prior to settlement
  • Foreign residents will need to obtain a variation certificate. The seller can apply to the Australian government for a variation certificate and provide this notice to the buyer prior to settlement
  • These rules would generally be intended for foreign residents’ tax compliance. The 10% withholding tax in such circumstances would be credited against their income tax return and be assessed at the non-resident’s rate at the end of the year.

A clearance certificate can be obtained from the ATO for no fee.

The clearance certificate is valid for a period of 12 months from the date of issue.

For more information visit the links below from the ATO, or contact our office 03-86091889.

https://www.ato.gov.au/Media-centre/Articles/Property-withholding-rules-explained/

https://www.ato.gov.au/Media-centre/Media-releases/New-tax-rules-for-property-sales-over-$2-million/

https://www.ato.gov.au/General/Capital-gains-tax/In-detail/Calculating-a-capital-gain-or-loss/Foreign-resident-capital-gains-withholding-payments—common-questions/

https://www.ato.gov.au/Forms/Foreign-Resident-Capital-Gains-Withholding-clearance-certificate-application-online-form-and-instructions—for-Australian-residents/

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