Australia’s specialists in deceased estate & trust taxation
Partnering exclusively with legal practitioners and trustee companies to deliver specialised estate taxation compliance and advisory services.
our expertise
DECEASED ESTATE AND TESTAMENTARY TRUST TAX RETURNS
Taxation of deceased estates and testamentary trusts is a complex area that is often misunderstood, leading to incorrect assessments, depleted estate assets and potential personal tax liability for executors.
SPECIALISED TAX ADVICE
FINANCIAL REPORTING & COMPLIANCE
The leading tax advisors on Estate and Trust taxation matters
who we are
We are a specialist accounting firm practicing in the field of deceased estate and trust taxation matters in Australia. We are recognised both nationally and internationally as experts in this field and have one of the only professionally qualified teams of accountants in the country who specialise in this niche and often complex area; an area we have practised in since 2000.
Our range of services include preparation of simple to more complex estate income tax returns, provision of letters of advice on estate taxation matters, private ruling applications and voluntary disclosures.
We work exclusively with both the legal profession and trustee companies Australia wide, or by direct appointment from the Supreme Court. Unfortunately, we are unable to assist with direct enquiries from executors/administrators, unless referred by a legal practitioner. Our resources, podcasts and articles that can be found on this website may however be of assistance.