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  • 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.

    When and how to lodge returns for a deceased estate
    Work out if a trust tax return is required, how to get a TFN and ABN, and how to lodge.

    Who pays tax on deceased estate income
    How tax works during administration of the estate, and whether to pay tax for beneficiaries.

    When a beneficiary is presently entitled to income
    Work out if a beneficiary is presently entitled, and what information you need to give them.

    Tax rates – deceased estate
    Check the tax rates for the first 3 years of the deceased estate, and the rates for later years.

    Last modified: 27 May 2022QC 67527