DECEASED ESTATE’S TAX RETURN

In times of unfortunate circumstances, we are there to offer tax services to assist you when a loved one has passed away.

This service is for Deceased Estates’ Tax returns

• Deceased Estate’s Trust Tax Return – from date of passing to 30th of June.
• Australian Government Pensions
• Annuities and Superannuation Income
• Interest Income
• Dividend Income ( Prefill from the ATO)
• Trust Distribution Income ( Prefill from the ATO)
• Foreign Income ( Prefill from the ATO)
• Distribution statement to beneficiaries ( if applicable)

Cost from $330.00

The price will vary depending upon the level of investments.

ADDITIONAL COSTS

Additional time spent on :-

• Capital gains schedule
• Foreign Income
• Rental property
• Trust distributions from investments that require end of year statements
• Individual income tax return – from 1 July to date of passing ( Final tax return)