How to lodge
Check first whether your question is answered in If you are a beneficiary of a deceased estate.
To lodge an objection about an inheritance issue:
- complete and submit the relevant form
- provide the following supporting information.
To write to us to request an extension to the to the 2-year period to dispose of dwellings acquired from a deceased estate:
- check first to see if you need apply - see Extensions to the 2-year ownership period and Practical Compliance Guideline PCG 2019/5 Capital gains tax and deceased estates - the Commissioner's discretion to extend the 2-year period to dispose of dwellings acquired from a deceased estate - if so, no request is required
- submit your request, ensuring you provide all information required - see Request discretionary extension to sell an inherited dwelling.
To apply for a private ruling about another inheritance issue:
- complete and submit the private ruling application form
- provide the following supporting information.
Supporting information
Providing this information up front will reduce delays.
If you've previously given us any of this information, you don't need to resend it.
The information we need for a private ruling or objection about assets you inherit from a deceased estate includes:
- the date and cost of the asset acquired by the deceased
- a copy of the will and any resulting trust deed
- the date of death
- whether the estate has been fully administered.
More information
More information on inherited property and a series of questions that will help you find out if inherited property is exempt from CGT is available at Inherited property and capital gains tax.