Deceased Estate Tax Returns
Sensitive, expert help lodging tax returns for a deceased estate and testamentary trust.
The executor’s role
As the executor of the testamentary trust, it is your responsibility to determine whether a trust tax return is needed for the deceased. Even if beneficiaries have already received their share, a return may still be required if the estate earned income while assets were being distributed.
Date-of-death and estate returns
A date-of-death return covers income earned from the start of the financial year up to the date of death. A separate estate return may be required for income the estate earns afterwards, until all assets are transferred to the beneficiaries.
Once all assets and income are in the beneficiaries’ names, they lodge their own individual return and declare their income from the inheritance.
We’ll guide you through every step
Administering an estate is stressful enough. We handle the date-of-death return, estate returns and any capital gains implications with care and sensitivity, so you can focus on what matters.
Need help with a deceased estate?
Our registered tax agents make it quick and painless — book an appointment or grab a quick quote today.
Frequently asked questions
It depends on the income earned before and after death. We assess the estate and lodge any returns that are required.
It covers income earned from the start of the financial year up to the date of death. A separate estate return may cover income after that date.
The transfer of assets to beneficiaries can trigger CGT timing rules. We explain what applies to your situation.