T & E Accounting

Deceased Estate Consultation

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Thank you for the time you're investing with us.

To get you started on the right track, we would like to provide you with a Deceased Estate Consultation.

The initial Deceased Estate Consultation is a Free service that allows us to get a better understanding of your situation and your personal needs.

We will share with you our knowledge and experience and provide you with a clear understanding of Deceased Estate Taxation and your role and responsibilities as executor for the deceased and their estate.

During the call we can cover:

  • What are your tax responsibilities as the executor?
  • How to recover a missing TFN for the deceased?
  • What is the difference between lodging a tax return and a non-lodgment advice?
  • How to obtain information on outstanding tax matters for the deceased and the estate?
  • Why is it that the executor needs to address any tax issues, before distributing the assets of the estate?
  • What you need to do to finalise the outstanding tax matters for the deceased and the estate.

In preparation for our call, can you please provide your answers to the following questions:

  1. How familiar are you with your responsibilities as the Executor?
    1. First time as an executor no understanding
    2. I have a basic understanding
    3. I am familiar with the concept and some of the details
    4. I am very familiar with responsibilities for the deceased and the estate
  2. Have you obtained a grant of probate or letters of administration?
    1. Yes
    2. No
    3. Unsure
  3. Has the notification of a deceased person been provided to the ATO?
    1. Yes
    2. No
    3. Unsure
  4. What level of support do you require from T&E Accounting?
    1. Yes
    2. No
    3. Unsure
  5. Do you have any other specific questions that you would like to address?

*Please ensure to include your answers to the above questions as a part of your booking notes.

Thank you once again for the time you are investing with us, we look forward to talking with you soon.

Bye for now,
Shane Clarke
T&E Accounting

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