Overview
Jurisdiction: QLD
Trustees can now be transferees in a QLD transfer.
Transferees who will be holding the Title in a capacity of Trustee can now provide Trust Details when processing a Transfer.
Steps
- Create a Workspace. Depending on your role in the Transfer, you may create it as either: Proprietor on Title, Incoming Proprietor, or Incoming Mortgagee.
- Review the Land Title.
- Add and represent Parties in the Workspace.
- Create a Transfer document:
Create the transfer as you normally would, in addition, record Details of the Trust.
- Navigate to Documents > Create Document.
- Complete the following fields on the Transfer screen:
- Are any proprietor groups in this document acting as Trustee?
Select Yes.
Yes indicates that at least one Transferee is to hold the Title in the capacity as Trustee.
- Proprietor Group
Select the proprietor group that is to hold the Title in the capacity as Trustee.
- Trustee Details
Enter the Trust Details, which include:
- Trust Name
- Authority for the Trust (which can be either a Trust Document or Schedule of Trusts)
- Trust Creation Date
- Beneficiaries (or charitable purpose for a charitable trust)

- Save the document.
- Enter the name of the trust in Form 24A.
- Navigate to the Documents screen.
- From the Actions column, select Edit next to Form 24 Part A.
- Review the Property Details and Transferee Details.
- Enter the Name of trust.
Note: If there are multiple trusts, please separate them by commas. Trust names cannot be identical.
- Enter the Date of possession.
- Save the changes.
- Continue with your usual PEXA transfer and financial settlement preparation.
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