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 us 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.