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Deceased estate distributions

 
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Supporting document requirements for objections

This page lists the documents and information we usually need to process objections about the subject displayed.

Attention

Please send the documents and information listed with your objection form.
Disregard the documents and information on this page that you have previously provided.

Deceased estate distributions

  • Has the estate been fully administered? Provide details of the stage of administration of the estate.
  • Details of whether a beneficiary is able to demand any immediate payment of any income of the estate.
  • Is the income legally available for distribution to the beneficiary?
  • Is the beneficiary under a legal disability?
  • Provide a description of the assets and/or amounts being distributed.
  • Is the beneficiary an Australian resident for tax purposes?
  • Is the distribution from an Australian source?

Last Modified: Friday, 11 January 2013

 
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