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Deceased Estates Accountant
Managing a deceased estate involves far more than distributing assets. Executors and beneficiaries must navigate complex tax obligations, estate administration requirements, legal documents, and compliance with the ATO. Partnering with an accountant who specialises in deceased estates ensures the process is handled smoothly — minimising stress, reducing risks of errors, and maximising tax efficiency. With expert guidance, you can be confident that the estate is administered correctly, beneficiaries receive their entitlements, and all reporting obligations are met on time.
Get Accounting Advice from Specialist Deceased Estates Accountants
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Elite Accounting Solutions is a Melbourne-based accounting firm offering specialised accounting advice and support for deceased estates. We understand the unique complexities involved in estate administration, from tax obligations to distribution of assets, and provide tailored guidance to executors and beneficiaries at every step.
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Our expertise ensures that estates are administered efficiently, tax outcomes are optimised, and compliance requirements are fully met. We can assist with:
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Lodgement of final individual tax returns (“Date of Death” returns)
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Preparation and lodgement of deceased estate tax returns
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Capital gains tax calculations and reporting on estate assets
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Guidance on testamentary trusts and succession planning
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Support with probate and ATO requirements
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Ongoing accounting and tax advice for executors and beneficiaries
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Accounting Services for Deceased Estates
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Our approach to estate accounting extends far beyond tax compliance. We support executors, beneficiaries, and families by providing clear guidance and proactive strategies to manage estate administration with confidence. As a full-service accounting firm specialising in deceased estates, we can assist you with:
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Finalising Tax Affairs – preparing and lodging the final tax return for the deceased, ensuring everything up to the date of passing is in order.
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Estate Income Reporting – managing the preparation and lodgement of annual tax obligations for the estate itself.
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Managing Estate Assets – calculating and reporting capital gains tax (CGT) on property, shares, and investments as they are sold or transferred.
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Succession Planning Tools – setting up and advising on testamentary trusts to provide flexibility and long-term tax advantages for beneficiaries.
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Compliance with Probate & ATO Requirements – making sure all estate tax and legal obligations are met without unnecessary delays.
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Executor & Beneficiary Guidance – offering practical advice, clear communication, and ongoing support to help families navigate the process confidently.
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