Compassionate Estate Services
Dealing with the financial and tax obligations of a deceased estate can be overwhelming during an already difficult time. Our experienced team provides compassionate, comprehensive support to help executors and beneficiaries navigate the complex requirements of estate administration whilst ensuring full compliance with Australian tax law.
From preparing deceased estate tax returns to calculating capital gains on inherited assets, we handle all aspects of estate taxation with care and precision. Our expertise ensures that all obligations are met efficiently, allowing families to focus on what matters most during this challenging period.
Complete Estate Services
Deceased Estate Tax Returns
Preparation and lodgement of final tax returns and estate tax returns with all required schedules and disclosures.
Capital Gains Calculations
Accurate calculation of capital gains tax on asset disposals including application of available exemptions and concessions.
Cost Base Valuations
Professional asset valuations and cost base calculations for inherited properties, shares, and other investments.
ATO Liaison
Professional representation and communication with the Australian Taxation Office on behalf of the estate and beneficiaries.
Our Support Process
Initial Assessment
Comprehensive review of the deceased's financial affairs and estate assets to determine all tax obligations.
Document Gathering
Assistance with collecting all necessary financial records, statements, and documentation required for compliance.
Tax Preparation
Preparation of all required tax returns with careful attention to available deductions and exemptions.
Ongoing Support
Continued assistance with ATO correspondence, beneficiary advice, and any subsequent tax obligations.