To start a trust declaration in Duties Online, access the State Revenue Office’s website, sro.vic.gov.au, scroll down and select the Duties Online link.
Now select ‘Login to Duties Online’.
Enter your Username and Password and select ‘Sign in’.
The tabs at the top of the Duties Online home screen provide access to all processes. You must hover over the tabs and not click on them.
To start a trust declaration, hover over the Create tab and select Declaration of trust.
This is a single page of data entry that should only take a few minutes.
Some fields have an ‘i’ button next to them which, when selected, provide helpful information on that field.
You can enter your own reference number here if you want, however this field is optional.
Choose your trust type from the drop down list.
If your trust type is not listed, return to the home screen, hover over the ‘Create’ tab and choose ‘Declaration of Trust Lodgement’, under SRO Duty Determination. Alternatively, you can select this link.
For this demonstration I’ll select ‘Discretionary’.
Enter the trust name and date of execution.
Next add a trustee for the trust by selecting this link.
Select your trustee type from the drop down box. I’ll use ‘Individual’ for this demonstration. Enter the trustee’s name and address, then select ‘OK’.
Select the same link if you need to add more trustees.
You can also edit or remove existing trustee details by selecting these links.
Add any comments if required.
You can also select ‘Save’ at any stage and come back to the process later.
Once all information has been entered correctly, select ‘Estimate’.
All trust declarations cost $200.
On this screen take note of your transaction i.d. number because you’ll need this later in the process.
Next, add your payment method. You can choose EFT, BPay or cheque. I’ll choose ‘EFT’.
When you select your payment method the relevant details are displayed.
Select ‘Assign Payment Method’.
Check your payment method is correct. You can edit or remove the information if needed. If you don’t assign the payment method at this stage, you can do that later by selecting ‘Commit to Pay’ located under the ‘Approve’ tab. Either way, you won’t be able to complete the transaction until your payment method is added.
Once all information is correct, select ‘Acknowledge’ and ‘Commit to Pay’.
You must have the funds available when you commit to pay because you only have 24 hours to pay the outstanding amount if paying by EFT or BPay, or 7 days if paying by cheque.
Once you’re sure you can pay within the required period, select ‘OK’.
You won’t be able to access or print your ‘Certificate of Duty’ until your payment has been allocated. Payments made by EFT or BPay take two or three days to allocate after we receive your payment and cheques take a minimum of seven days to allocate.
When your payment has been allocated, there are two methods for accessing your Certificate of Duty. The first is via this drop down list.
Let’s return to the ‘Home’ page for the alternative method of accessing your Certificate of Duty.
First hover over the ‘Search’ tab then select ‘Completed Transactions’.
On this screen you can filter your transactions or enter your transaction i.d. number into this field. Select ‘Apply’ then select your transaction.
From the Transaction Summary screen you can view the details of the transaction or access your Certificate of Duty by selecting this button.
Select this button to print your Certificate of Duty.
To return to the Home screen close this window and the transaction summary screen, then select the Home tab.
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