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Deceased Estates

Individual Income Tax Return to Date of Death - $550.00 - $1,100.00

Standard Individual Tax Return up to the date of death. 

This fee is time-based; the nature of any income, such as dividends, ETFs, managed funds, superannuation lump sum payments, and the sale of assets, may affect overall tax return costs. 

Tax File Number Application - Testamentary Trust - $165.00

Application for a new Tax File Number for a deceased estate Trust Return.

This is required only in the 1st-year of a Testamentary Trust return lodgement. 

Testamentary Trust Return - $990.00 - $2,999.00

This fee is time-based; the nature of any income amounts, such as dividends, ETFs, managed funds, superannuation lump sum payments, and the sale of assets, may impact overall tax return costs.     

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