As every individual circumstance is different, LPI is unable to provide specific advice. This information is of a general nature and you may wish to seek legal or professional advice to complete a transfer.
To include your partner on your title they will need to have an interest or share in the property. Any mortgages on the property will also need to reflect their interest or share in the property.
If you plan to transfer a share in your property and renegotiate any mortgage you should contact your lender in the first instance. Your lender will most likely lodge all documents and the Certificate of Title on your behalf after you have the Transfer form stamped/marked at Office of State Revenue (OSR). Mortgagees usually charge a fee for this service.
Generally you will need the following forms:
1. Transfer form 01T
The Transfer form 01T is available from this website under Land title dealing forms. Select the required form of Execution before printing the form. To complete the Transfer form (01T) correctly:
you should record your name as both the transferor and the transferee in parts (C) and (H) on the form
record your partner's name as transferee part (H)
select the required form of tenancy (H) either Joint Tenants or Tenants in Common. Note that Tenancy affects what happens to the property if one of you dies for more information see Tenancy
you should sign as transferor
both of you sign as transferees
do not complete Consideration (D) or Share Transferred (F) parts of the form: leave both these sections blank
for information regarding stamp duty exemptions, forms and requirements for transfers between married or de facto partners call OSR on 9685 2122 or go to the OSR website to download appropriate OSR forms. You must have the Transfer form stamped/marked by OSR before presenting it to LPI even though you may be exempt from paying stamp duty.
From 1 July 2016, conveyancing documents able to be processed on Electronic Duties Return (EDR), will no longer be assessed at OSR. For more information, visit www.osr.nsw.gov.au.
2. Notice of sale (NOS) form
Customers can complete and lodge an online Notice of sale (NOS) form available from LPI Online. Hard copy versions can be obtained from our Sydney office or law stationers. A NOS form can be mailed to you if you call 1300 052 637.
3. The original Certificate of Title
Your original Certificate of Title - currently held by either you or your lender.
4. Any mortgage documents
Any mortgage documents prepared by your lender. Remember if you already have a mortgage you should seek advice from your lender in the first instance.
The Transfer form (O1T) must be marked by the Office of State Revenue, before lodgment in LPI's Sydney office.
Current lodgment fees - see Land title fees page - will apply for any transfer and mortgage documents. There is no charge to lodge the NOS form.