Deceased Estates

The taxation of deceased estates is often misunderstood by many tax practitioners resulting in inaccurate tax assessments and the possibility of executors becoming personally liable for taxation liabilities after the completion of the administration of the estate.

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Our principal has successfully managed over 1000 deceased estates, bringing a wealth of experience to assist executors in navigating the complexities of estate administration. We can assist executors to understanding the tax concessions and common tax traps under Australian tax laws. 

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We can help you with : 

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• Understand your obligation under ATO PCG 2018/4

• Date of death personal tax return 

• Trust tax return

• Withholding tax obligation

• Capital gain tax requirement

• Settlement of tax debt with the ATO

• Specialised tax advice

• Private ruling application and voluntary disclosures

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