What does the Patricia Holdings team need to stamp my NSW trust?
For us to stamp your NSW trust deed, we need:
- at least one deed with original signatures to be posted or couriered in to our office (unless the deed is being digitally signed);
- a completed order form;
- a signed declaration of execution confirming that your deed was executed in NSW (this is included on our order form); and
- if the trustee of your trust is an individual or individuals, we require certified copies of their ID’s to be sent in with the deed for our records. For clarification, we do not require any ID to be sent where a corporate trustee is used.
We will also require payment of the OSR stamp duty fee prior to stamping the deed.
NSW trust deeds that have been digitally signed can be uploaded to the online order form or emailed to us and stamped electronically. If the deed has been signed pen to paper, we will need them sent to our office as OSR require we view and physically stamp the originals. For more information about digital signatures and trust instruments, click here.
How much does it cost to stamp my Victorian trust?
Stamp duty on establishing trust in Victoria is fixed, as long as they are stamped within 30 days of the date of execution. The cost is $200. Interest may be payable if the deed is not stamped within the 30 days.
Patricia Holdings then charges a small service fee on top of the compulsory government fees above of only $80+gst (assuming the deed is sent to us electronically).
How much does it cost to stamp my NSW trust?
Stamp duty on establishing trust in NSW is fixed, as long as they are stamped within 3 months of the date of execution. The cost is $500 plus $10 for any duplicates. For example, if you would like four copies of your trust stamped, the total cost of the stamp duty is $530. Interest may be payable if the deed is not stamped within the 3 months.
Patricia Holdings then charges a small service fee on top of the compulsory government fees above of only $80+gst if the deed was executed using digital signatures, or $90+gst if the deed was executed with pen to paper signatures.
Can Patricia Holdings stamp trust deeds?
Patricia Holdings is a registered agent of Revenue NSW (OSR) and Victorian State Revenue Office (SRO), allowing us to duty stamp most of your Victorian and NSW trust deeds. Our service extends not only to documents created by us but any Family or Unit Trust Deeds you have that were executed in NSW or Victoria. We can also stamp bare trust deeds that are being used for SMSF borrowing with the Victorian SRO.
What types of deeds can Patricia Holdings stamp?
At Patricia Holdings, as a registered agent of Revenue NSW (OSR) and Victorian State Revenue Office (SRO), we can stamp most Discretionary (Family) Trusts, Unit Trusts and Hybrid Unit Trusts in both NSW and VIC.We can also stamp bare trusts with the Victorian SRO.
Deeds that were executed 14+ years ago may need to be lodged with Revenue NSW but please call our office to clarify.
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