• Deceased estate distributions objections

    This page lists the documents and information we usually need to process objections about deceased estate distributions. Providing supporting information will reduce delays.

    If you wish to lodge an objection about deceased estate distributions, you'll need to:

    • complete and submit the relevant objection form (for taxpayers or tax professionals)
    • provide the supporting information listed below

    Supporting Information required

    Note: If you have previously provided us with any of the information listed below, there is no need for you to resupply this information.

    The information we require for an objection about a deceased estate distributions includes:

    • 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?

    Next steps:

    See also:

      Last modified: 24 Feb 2017QC 18990