Doing trust tax returns for the deceased estate
When and how to lodge a trust tax return, income to include, how tax applies, how to get a TFN and ABN, and tax rates.
Work out if a trust tax return is required, how to get a TFN and ABN, and how to lodge.
How tax works during administration of the estate, and whether to pay tax for beneficiaries.
Check if legal costs you incur as the legal personal representative (LPR) are deductible.
Work out if a beneficiary is presently entitled, and what information you need to give them.
Check the tax rates for the first 3 years of the deceased estate, and the rates for later years.