Note: NowInfinity is acting as an agent on behalf of the relevant state revenue offices and the deed is stamped on their behalf in line with their respective terms and conditions.
Trust deed documents available for stamping via NowInfinity
- Discretionary Trust
- Discretionary Trusts (Capital Reserved Lineal Descendant)
- Discretionary Trusts (Fully Reserved Lineal Descendants)
- Fixed Unit Trust
- NSW Land tax Unit Trust
What to do if NowInfinity is Stamping your Deed
Step 1: Date the Deed
- Date the deed on on the first operative page (Page 1) where indicated
- Fill in the Commencement Date on the Schedule Page (for Discretionary Trusts only)
Step 2: Sign the Deed
- All parties must sign the deed where indicated on the Execution page
- Witness(s) must sign and print their name where indicated on the Execution page
- Electronic Signatures are acceptable in both NSW and VIC
- Revenue NSW require an Audit Report to verify the signatures (Not required for Victoria)
- Audit Report is not required if using DocuSign as it displays a verification id under each signature
Step 3: Ensure the following supporting documents are provided
For NSW deeds – Certified Identification for Individual Trustees Only
- The Office of State Revenue in NSW requires certified ID for each Individual Trustee. eg: birth certificate, driver's licence, passport, foreign passport, visa to enter Australia, firearms licence, proof of age card or Australian citizenship certificate are acceptable.
Note: Where there has been a change of name, additional supporting documents (e.g. marriage certificate) will be required if the name across the deed and identity documents do not match. - The certification must say, “I certify that I have sighted the original document, and this is a true copy of it.” It must be certified by one of the following:
- Legal practitioner
- Licensed conveyancer
- Justice of the Peace (JP)
- Certified practising accountant
- Chartered accountant
- Magistrate
- Officer of the Office of State Revenue (OSR)
- Public notary
- Commissioner of declarations
- Member of Parliament
- Police officer
- Pharmacist
- Minister of religion
- Medical practitioner
- Dentist
- Veterinary practitioner
- Email the certified ID via the "Stamp Request" email you would have previously received from us.
- Certified ID is not required for corporate trustees.
For VIC deeds - Stamp Duty Declaration
- The Stamp Duty Declaration must be signed and dated by a Trustee and emailed via the "Stamp Request" email you would have previously received from us.
Step 4: Return the signed and dated deed for stamping
By Email:
- Email the signed and dated deed via the "Stamp Request" email you would have previously received from us and attach any relevant documents.
- If you requested extra copies of the deed to be stamped, only 1 deed is required to be returned via email, regardless of the number of copies initially requested. ($20 duty per stamped duplicate copy applies in NSW and there is no charge in VIC).
STEP 5: Stamping of the deed(s)
On receipt of the deed(s) NowInfinity will stamp with Revenue NSW or Victorian State Revenue Office (VIC SRO) as nominated by the Jurisdiction in your order.
For NSW deeds:
- There is no longer a requirement to endorse instruments using a duty stamp. Instead, an issued Duties Statement will display a Duties Assessment Number (DAN). This confirms that the transaction has been assessed by the Revenue NSW. The DAN will be displayed on the first operative page of the deed(s).
- Once complete, the stamped deed will be emailed to you with the Duties Assessment Number (DAN) displayed on the first operative page of the deed (and any duplicate copies). It will be returned to you via email along with the Duties Statement.
For VIC deeds:
- Deeds stamped in VIC are not endorsed on the physical deed, only a Certificate of Duty is issued. This confirms that the transaction has been assessed by the State Revenue Office.
- VIC SRO requires funds to be cleared before they will issue the Certificate of Duty. This will delay the stamping process by 2-3 days.
- Once complete, the Certificate of Duty will be emailed to you. Please retain this Certificate of Duty with the copy of the deed you emailed to us.
Click here for our Stamping FAQ's.
You can refer to our article for instructions on How to order stamping for Trusts.