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  • Doing trust tax returns for the deceased estate

    If a deceased estate earns income after the person's death, it may need to lodge a trust tax return and pay tax on the income.

    In this section

    When and how to lodge returns for a deceased estate
    Find out if a trust tax return is required, how to get a TFN and how to lodge

    Who pays tax on deceased estate income
    How tax works during administration of the estate, and whether to pay tax for beneficiaries

    When a beneficiary is presently entitled to income
    Work out if a beneficiary is presently entitled, and what information you need to give them

    Tax rates – deceased estate
    Check the concessional tax rates for the first 3 years of the estate, and the rates for later years

    Last modified: 22 Dec 2021QC 67527