Land Tax Investigations

A land tax investigation from Revenue NSW or the Victorian State Revenue Office can create pressure for property owners, investors, trustees and developers, especially where exemptions, surcharge land tax, ownership structures or property use are being reviewed. Careful legal input can help assess the investigation, manage evidence and reduce the risk of an avoidable reassessment or dispute.

We help:

  • Understand the land tax issue being investigated
  • Protect your position on exemptions, surcharge, or ownership structure
  • Respond to Revenue NSW or SRO enquiries with a clear strategy
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First class advice, service, and communication. I have had the pleasure of working with Velocity Legal for many years across a range of challenging matters and they never fail to impress.

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Their meticulous attention to detail, unwavering professionalism and strategic approach have delivered an outstanding result. Their level of service is nothing short of impressive.

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From the initial consultation to the final resolution, they provided exceptional
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We are an accounting firm that works closely with Velocity Legal on all our client's legal matters… Every client who works with their team is delighted and impressed by the clear advice, efficient communication, and seamless process.

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They provided so much support and guidance through the process and I felt like they genuinely cared about getting the right outcome for me. They obviously know their stuff but were able to explain things in a simple and clear way.

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Approachable, honest, professional and transparent. An absolute pleasure to work with.

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85 Google Reviews
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We Understand What You Are Going Through

Land tax investigations often begin with a formal letter asking for information about property ownership, land use, residence, leases, trust arrangements, related entities, or exemption claims. For many clients, the letter is unexpected and may relate to property arrangements that have been in place for years.

You may be dealing with uncertainty about whether an exemption applies, whether a surcharge has been assessed correctly, or whether a trust, company, joint ownership, or development structure has created exposure. Accountants, conveyancers, and property advisers may hold important records, but the response often requires legal analysis as well as factual evidence.

We help property owners and advisers work through the investigation calmly and methodically. Our role is to identify the issues, prepare a clear response, manage communication with Revenue NSW or the SRO, and assist if the matter develops into a reassessment, objection, or broader land tax dispute.

Our Services Include

  • Reviewing land tax investigation and information request letters
  • Advising on land tax assessments, reassessments, penalty tax, and interest
  • Preparing responses and submissions to Revenue NSW and the Victorian State Revenue Office
  • Advising on principal place of residence, primary production, trust, charitable, and other exemption issues
  • Advising on surcharge land tax, absentee owner surcharge, foreign owner issues, and ownership structures
  • Coordinating supporting evidence, including trust deeds, contracts, leases, occupancy records, and property documents
  • Assisting with objections, reassessments, negotiations, and escalated land tax disputes

Our Difference

Accountability & Expertise

Every matter we handle comes with full accountability. You’ll deal directly with an expert – every time, no exceptions.

In Your Shoes

Understanding your unique circumstances and goals - so our advice is practical, personal, and never given in a vacuum.

Transparency & Communication

We speak your language. That means plain, clear advice - what’s happening, why it matters, and what comes next.

50+
Australian Based Team
4,000+
Matters Expertly Handled
10+
Awards & Industry Recognition

Our Process

  1. Book Meeting
    Fill in the contact form below or call our office to book an initial consult. You can choose between in-person or video conference.
  2. Get Advice

    You’ll discuss your situation in depth with a senior lawyer. This includes exploring your requirements, goals, and desired outcomes. You’ll walk away from this meeting with a clear understanding of the next steps.
  3. Achieve Outcomes

    Our legal team will work tirelessly to achieve your desired objectives. We work hard, communicate regularly, and pride ourselves on delivering results.
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Take the First Step Today

You don’t have to figure this out alone. Book an initial consult with our expert legal team and get clear answers about your situation.

  • Transparent quotes (no ‘bill shock’)
  • Rapid response
  • Award winning team
Andrew Henshaw
Managing Director
Award Winning Law Firm – Top Specialist Firm & Top Boutique Firm (Australasian Lawyer)

Our Directors

Managing Director

Andrew Henshaw

Director

Greg Thomas

Director

Jess Hill

Director

Rajan Verma

Director

Seamus Ryan

Frequently Asked Questions
What is a land tax investigation?
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A land tax investigation is a review by a state revenue authority into whether land tax has been correctly assessed. It may focus on ownership, land use, exemptions, surcharge treatment, trust arrangements, or whether all relevant land has been disclosed.
Why have I received a land tax investigation letter?
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A letter may be issued because the revenue authority is checking whether land has been correctly assessed or whether an exemption or surcharge position is accurate. It may also arise from data matching, changes in ownership records, or information suggesting that further review is required.
Can Revenue NSW or the Victorian State Revenue Office reassess past land tax?
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In some circumstances, a revenue authority may issue a reassessment after an investigation. The position depends on the facts, the relevant state rules, and the basis on which the original assessment or exemption was applied.
What evidence may be relevant in a land tax investigation?
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Relevant evidence may include contracts, settlement documents, trust deeds, lease agreements, utility records, occupancy records, financial records, correspondence, and documents showing how the land was used. The evidence required will depend on what the investigation is asking about.
Can my accountant or conveyancer respond to a land tax investigation?
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An accountant or conveyancer may assist with records and background information. Legal advice is often important where the issue involves exemptions, ownership structures, trusts, surcharge treatment, objections, or a disputed reassessment.

Take the First
Step Today

You don’t have to figure this out alone. Book an initial consult with our expert legal team and get clear answers about your situation.

  • Transparent quotes (no ‘bill shock’)
  • Rapid response
  • Award winning team
Book Consult
4.9
85 Google Reviews
Award Winning Law Firm – Top Specialist Firm & Top Boutique Firm (Australasian Lawyer)