We ensure that executors, and their representatives, meet their ATO obligations with precision and care.
We specialise in providing accounting services for deceased estates of all sizes and all complexities. We seek to ensure that executors, administrators, beneficiaries and probate solicitors across Australia have a place to receive expert guidance tailored to their specific needs.
Preparing and lodging final estate tax returns.
Capital Gains Tax advice for estate administration.
Resolving overdue tax returns, and non-lodgment advice.
Helping with ATO notifications and disputes.
Tax planning for estate distribution and estate beneficiaries.
Establishment and ongoing administration of testamentary trusts.
Tax advice and compliance for special disability trusts.
Establishment and tax compliance for minors' trusts (pursuant to will provisions).
Advice on capital gains tax implications for inherited properties.
Tax planning for Superannuation and death benefit taxation advice.
Liaison with financial institutions and other stakeholders for tax matters.
Verification and adjustment of tax cost bases for inherited assets.
Tax advice regarding life insurance payouts included in estates.
Advice on small business CGT concessions for estate assets.
Assisting executors with ATO clearance certificates for deceased estates.
Navigating the tax complexities of jointly owned or contested estate assets.
Resolving tax disputes arising from estate administration or audits.
Ongoing tax and compliance services for perpetual charitable trusts established under wills.
Advice on Division 6AA income (unearned income of minors) for estate distributions.
GST registration and compliance.
Personal, sole trader, and small business tax returns.
Deceased estates require a comprehensive understanding of tax law, estate administration, and probate procedures. Most personal tax accountants rarely encounter deceased estate tax issues — at First Estate Accounting, it’s all we do.
By dedicating our practice to this field, we offer:
We also work closely with solicitors and law firms handling probate, letters of administration applications and estate administration work. This collaboration allows for a comprehensive approach to estate administration, integration between legal and accounting processes, reducing delays, ensuring that all trustee duties are met, and providing peace of mind for solicitors and their clients.
Our understanding of probate law and procedures across Australia allows us to:
We aim to educate our clients on ATO requirements, and simplify the tax and accounting obligations of families during the difficult time of estate administration. With compassion, clarity, and precision, we make sure to manage tax obligations with care and compliance.