Accounting Services for Estates
When an accountant operates in unison with your lawyer, the estate is managed in a sensible, respectful, and professional manner. Whilst probate is being issued, someone is reviewing records, contacting the tax office, assessing taxation, and guiding you.
We minimise delays, reduce overlapping communication, and coordinate together to suit your needs and time and for your benefit.
- Date of death tax return
- Estate tax returns
- Estate final tax return and beneficiary distribution documentation
- Testamentary trusts management and tax returns
- Records review and analysis
- Guidance to the executor and beneficiaries concerning the taxation issues
- Applying for the estate’s tax file number
- Superannuation review, guidance, and understanding
- SMSF windup and processing (if required)
- Assistance with other accounting and taxation matters, such as family trusts, partnerships, companies, and so on (if required)
EAS WA can complete pre-passing taxation assessments to ensure your estate arrangements leave your beneficiaries in the best possible position - contact us to discuss further.