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Individuals

Matters currently under consultation for Individuals.

Last updated 4 June 2024

[202406] Administration of deceased estates

Registered

May 2024

Expected completion of consultation

June 2024

Consultation status

Targeted consultation is underway.

Consultation purpose

To seek feedback on the ATO’s administrative arrangements for accessing a deceased person’s information, particularly where a grant of probate or letters of administration has not been obtained.

Description

In July 2020, the Inspector-General of Taxation published the report Death and Taxes – An investigation into ATO Systems and Processes for dealing with Deceased EstatesExternal Link.

Recommendation 7(b) of the report recommends the ATO seek feedback on its administrative arrangements for accessing a deceased person’s information, particularly where executors or relatives have not obtained a grant of probate or letters of administration, to determine if the administrative arrangements are satisfactory to external stakeholders and if changes are required.

 

Who we are consulting

 

Consultation lead

Lloyd Williams, Individuals and Intermediaries
lloyd.williams@ato.gov.au
Phone 02 6216 1030

 

 

 

QC54486