Processing on EDR

Most Section 62B transactions can be processed on Electronic Duties Returns (EDR). However, complex assessments must be submitted to Revenue NSW for assessment via eDuties.

To identify the trust transactions that must be processed on EDR or lodged via eDuties, refer to the Duties Document Matrix (PDF, 580.3KB).

To process on EDR:

1. log in to your Client Service Provider (CSP)
2. navigate to the NSW EDR online stamping screen
3. enter your matter or file reference. (This unique reference is important to help you locate records if requested by Revenue NSW.)

Complete the following data fields:

Transaction Details:

Document Type: Superannuation Trust

Section Type (if requested): Section 62B(1) – Declaration of trust by custodian

Execution Date: Date of deed.

No of Duplicates: Enter the number of duplicates.

Property Transfer Percentage: Enter the transfer percentage.

Dutiable Amount: Enter the dutiable amount of the property acquired or being acquired by the trustee of the SMSF.

Party 1

Party Type: Select Custodian (liable party)

Applicant/Party Name Type: Select Individual, Company or Government - Enter liable party details.

Party 2   

Select Trustee/SMSF (non-liable party)

Applicant/Party Name Type: Select Individual, Company or Government - Enter non-liable party details.

Note: All liable and non-liable parties for the transaction must be entered.

Property Details: Enter property details of the property identified in the declaration of trust by custodian.

Lodging in eDuties

Transactions identified in this guide that cannot be assessed in EDR must be submitted in eDuties using application type – ‘other’.

To avoid delays, ensure all relevant evidentiary requirements, proof of identity documents and forms are submitted in eDuties at the time of application.

Additional resources

The Duties Document Matrix lists transactions that must be processed through EDR and transactions that must be submitted to Revenue NSW for assessment via eDuties. The matrix also provides links to Duties legislation, evidentiary requirements, website information, forms, and Revenue Rulings.