Step 1 , confirm eligibility. Before preparing an application, confirm the trust falls within the Act’s scope: public, religious, educational, or charitable trusts, or trusts certified by the Attorney‑General as proper to be registered (s 3). If the trust is connected with a religious denomination check whether denominational consent is required and whether the relevant registered head or representative is in Tasmania or the specified part of Tasmania (s 4).
Step 2 , confirm authority to apply. Identify who has the authority to apply. The Act requires the application to be made by the same authority necessary for the appointment of a new trustee (s 4). That will ordinarily be the appointing body or person under the trust instrument or applicable law. If a required trustee or consent‑giver cannot be found or is absent for six months or is refusing, consider whether the Recorder’s dispensation power under s 6 is relevant; but expect notice and possibly security (s 6(1)-(3)).
Step 3 , assemble evidentiary support and approved forms. Prepare the application in the approved form (s 7), and include the particulars specified in s 7(a)-(f): description of the trusts; names and descriptions of trustees; the manner of changing trustees; the trust property; evidence that the application is made by the necessary authority and with required consents; and all documents affecting those matters. Ensure any consents and authorities are in writing and attested by an Australian legal practitioner, public notary, or justice, or otherwise evidenced to the Recorder’s satisfaction (s 5).
Step 4 , secure attestations and statutory declarations. For the evidentiary paper trail, procure the required attestations from an Australian legal practitioner, public notary, or justice under s 5. Where attestations cannot be obtained, be prepared to make statutory declarations or other evidence to the Recorder’s satisfaction.
Step 5 , lodge application and pay fees. Lodge the application with the Recorder in the approved form and pay the prescribed fee items under s 37 and Schedule 2. Note s 37(2) that fees received are to be paid into the Public Account. Before relying on Schedule 2 figures in the printed Act, verify with the Recorder or relevant fee schedule that those figures remain current, because Schedule 2 in the Act uses historical currency denominations.
Step 6 , respond to Recorder requests and summonses. Be ready to produce documents of title and other relevant documents on the Recorder’s summons (s 40). The Recorder may require appearance, explanation and production of documents and may examine persons upon oath (s 40(1)-(2)). Non‑compliance with a summons exposes the person to the same default the Recorder may commit in the case of contempt of the Supreme Court (s 40(2)). Therefore arrange attendance and documentary production promptly.
Step 7 , plan for notices and possible hearings. Where the Recorder proposes to dispense with a consent or register an alteration, the Recorder may require notice to persons and an opportunity to be heard (s 6(2), s 12(2)). Give appropriate notices and prepare opposition evidence if persons with potential claims will be affected. If claims to payment or indemnity exist, the Recorder may require security before dispensing with consent; have proposals for security arrangements ready (s 6(3)).
Step 8 , execute document endorsements and deposit originals. Upon registration, the Recorder will write memoranda on documents declaring trusts (s 11). Registered trustees may present documents of title to obtain an endorsement that the premises are held by the trustees (s 14). Where the Recorder retains originals pursuant to s 13, a person entitled to custody may deposit a duly engrossed copy on parchment to secure return of the original; ensure the copy is properly engrossed and that the Recorder can certify authenticity under s 13.
Step 9 , update land title memorials where relevant. If trust property includes land or documents registered under land registration laws, ensure that Recorder endorsements and trustee acknowledgements are reflected on the memorial of registration as required by s 15. Coordinate timing between lodging with the Recorder and lodging memorials under the land registration system to avoid priority and timing issues.
Step 10 , register trustee changes and vesting events. For deaths, retirements or appointment of new trustees, procure evidence to satisfy the Recorder and lodge the relevant proofs for registration of cessation or appointment (ss 16-19). On registration the property specified in s 21 will vest automatically in the remaining registered trustees or in newly registered trustees; ensure trustees take steps to cause property to vest in successors as required by s 22.
Step 11 , use statutory receipt for mortgage discharge where applicable. Where all moneys secured by a mortgage to or by registered trustees have been fully paid, the persons entitled may indorse a receipt in the approved form on the mortgage instrument and thereby vacate the mortgage and vest the estate in the person entitled to the equity of redemption without reconveyance (s 26). Ensure the receipt is in the approved form and duly indorsed or annexed and that the Recorder is satisfied as to the payment.
Step 12 , preserve evidentiary records and order certified copies. Obtain and retain certified copies of register entries and documents held by the Recorder where necessary: s 24 declares entries conclusive evidence and s 25 makes instruments and certified copies sufficient proof of the trusts on which property is held. These certified copies will assist in conveyancing, litigation and administrative compliance.
Step 13 , be prepared for review and appeals. If the Recorder refuses registration or is dissatisfied with submitted evidence, recall that an appeal lies to the Supreme Court under s 42. The appellant must give 18 days’ notice and the Recorder must forward documents and reasons to the Registrar of the Supreme Court within 14 days of that notice (s 42(1)). The Supreme Court may direct further evidence or notice and may award costs (s 42(2)-(3)). Factor potential litigation timeframes and costs into client advice.
Practical recommendations. Use a legal practitioner to attest consents and to prepare statutory evidence. Pre‑emptively identify possible claimants and liens that could trigger security requirements under s 6(3). Coordinate closely with land title officers when trust property involves land to ensure memorials reflect Recorder endorsements and to avoid registration timing conflicts under s 15. Check with the Recorder or Treasury about the current applicable fee schedule rather than relying solely on Schedule 2 in the text. Maintain full documentary records and secure certified copies of register entries as they carry conclusive evidential value under the Act (ss 24-25).
In short, comply by: confirming eligibility (s 3), assembling attested authority and the s 7 content items, lodging the approved form with fees (ss 5, 7, 37), producing documents when summoned (s 40), completing endorsements and deposits (ss 11-14), and managing trustee succession and vesting as the Act requires (ss 16-22).