First, we obtain the deceased’s final date-of-death valuation for all assets and reconcile any outstanding income. Next, we prepare the date of death return, plus any subsequent estate returns until final distribution. This includes calculating capital gains on property or shares sold after death and claiming applicable offsets. TTO liaises with executors, banks, and share registries to gather statements, making sure of accurate reporting. Our goal is a seamless lodgement that allows beneficiaries to receive their entitlements without unnecessary delay.
Are You Ready to Retire Yet? A Practical Guide for Australians
Retirement is one of life’s biggest milestones, but knowing when you’re truly ready is not always straightforward. For many Australians,
