Consider this if…
- A new trust deed will be executed in Victoria
- A trustee, beneficiary or trust term will change
- Land or other dutiable property is involved
- A bank, accountant or adviser has requested evidence of duty treatment
How it works
Send us the trust record
We review the signed deed, later amendments and the people or entities involved.
At the start
We identify the legal pathway
We check the relevant power, approvals, documents and whether accounting, tax or duty advice is needed.
After document review
We prepare the documents
We prepare the deed, resolutions, consents and supporting records included in the agreed scope.
Timing confirmed with the scope
Signing and completion
We explain execution and the records or notifications required after signing.
After approval
Fee
Quoted in writing before we start
GST inclusive
The scope, fee and expected timing are confirmed in writing before work begins.
Identify the document and transaction
Duty follows the legal effect of a document and transaction, not simply its label. We review the deed, proposed change and trust property before advising on the legal steps.
Separate legal and tax advice
Victorian duty is only one part of the analysis. Income tax, capital gains tax and trust tax treatment may require advice from an accountant or tax specialist before the transaction proceeds.
Keep the evidence with the deed
Any assessment, payment record, exemption material or correspondence should be retained with the executed trust documents. That evidence may be requested in a later property, finance or trustee transaction.
Frequently asked questions
Is duty payable on every trust deed?
The position depends on the type and effect of the document and current Victorian law and practice. We confirm it for the proposed deed rather than assume.
Can a later trust change trigger duty?
Potentially. Trustee, beneficiary, unit, property and other substantive changes can require review before documents are signed.
Do you also advise on income tax and CGT?
We advise on the legal documents and Victorian duty issues within scope and coordinate with your accountant or tax adviser on federal tax consequences.
Related services
Send the signed deed and tell us what has happened or what you need to change.
Ask about this trust service