Variation of a trust interactive help

Varying the terms of a trust may constitute a trust acquisition or surrender and be subject to transfer duty.

You do not have to lodge the document with the Office of State Revenue for endorsement when any of the below apply:

• The trust does not hold dutiable property.
• The trust does not have an indirect interest in dutiable property.
• The variation of the terms of the trust is administrative in nature (e.g. alterations to rules, standard conditions and general clauses).

Answer the following questions to determine if a variation of trust is dutiable.