Show download pdf controls
  • Online access to deceased estate information

    We previously advised that the application to use the Commissioner's Remedial Power (CRP) to expand access to a deceased person’s information via a Legislative Instrument might be delayed owing to the change in the Parliamentary sitting schedule. However, as a result of Parliament sitting in May the Legislative Instrument came into effect from 15 May 2020.

    This means you, as a registered tax or BAS agent, can now access a deceased person’s information if you are nominated to represent a legal personal representative (LPR) for a deceased estate. This will only be lawful access if the executor or administrator has a grant of probate or letters of administration respectively.

    If an executor or family member requests your assistance with a deceased estate but does not have a grant of probate or letters of administration you must not add the deceased person to your client list. You may still assist them, but you cannot lawfully be an authorised contact on the deceased person’s records in our systems.

    When you use Online services for agents to add a deceased person to your client list, you are required to declare that you are either the LPR, or you have been appointed by the LPR to act on their behalf.

    See also:

    Last modified: 20 May 2020QC 62649