How to lodge
To lodge an objection to our decision about deceased estate distributions:
- complete and submit the
- provide the supporting information listed below.
Check first whether your question is answered in Deceased estates or If you are a beneficiary of a deceased estate.
Supporting information
Providing this information up front will reduce delays.
If you've previously given us any of the information listed below, you don't need to resend it.
The information we need for an objection about deceased estates distributions includes:
- whether the estate has been fully administered (provide details of the stage of administration of the estate)
- copies of the deceased estate trust deed and/or will of the deceased person and/or grant of probate
- whether the beneficiary is presently entitled to the distribution
- whether the beneficiary is a minor or under a legal disability
- whether a beneficiary is able to demand any immediate payment of any income of the estate
- whether the income is legally available for distribution to the beneficiary
- a description of the assets and/or amounts being distributed
- whether the beneficiary is an Australian resident for tax purposes
- whether the distribution is from an Australian source.