How we can help

01

Deceased estate tax returns

We prepare final tax returns for deceased individuals and deceased estate tax returns where required. We can also assist with outstanding tax matters and Australian Taxation Office (ATO) compliance obligations.

02

Estate administration tax support

We help executors and trustees understand the tax implications of administering an estate, including income earned during administration, asset disposals and beneficiary distributions.

03

Executor and trustee tax advice

Our specialists provide guidance on executor and trustee responsibilities, tax reporting requirements and the tax implications of estate administration decisions.

04

Capital Gains Tax on inherited assets

We advise on the CGT implications of inherited property, shares and other investments, including available exemptions and relevant cost base considerations.

05

Cross-border estate tax advice

We help identify relevant Australian tax obligations and assess potential cross-border implications.

Who we help

Our deceased estate tax services are designed for:

  • Executors administering Australian estates
  • Trustees of deceased estates and testamentary trusts
  • Beneficiaries receiving Australian inheritances
  • Non-residents inheriting Australian assets
  • Families managing cross-border estate matters

Australian tax expertise with a cross-border perspective

Deceased estates don't always fit neatly within one country's tax system.

When an Australian estate involves overseas assets or beneficiaries living abroad, you need advice that considers the international picture as well as the Australian tax position.

Sable International specialises in Australian tax matters with an international dimension. Our understanding of tax residency, double tax agreements and cross-border tax planning helps us assess how different tax rules may affect an estate and its beneficiaries.

You get practical advice explained clearly, so you can understand the tax position before making important decisions.

Frequently asked questions

01Does Australia have inheritance tax?

No. Australia does not impose a general inheritance tax or estate duty. However, other tax obligations may arise during estate administration.

02Does a deceased estate need to lodge a tax return?

A deceased estate may need to lodge tax returns during the administration period, depending on its circumstances and the income it earns. A final tax return may also be required for the deceased individual.

03Is Capital Gains Tax payable on inherited assets?

Not automatically. CGT may apply when inherited property, shares or other assets are sold. The outcome depends on the circumstances, including the type of asset and any applicable exemptions.

04What if a beneficiary lives overseas?

Additional tax considerations may apply in Australia and the beneficiary's country of residence. The tax treatment will depend on the circumstances and relevant tax rules.

05Can Sable International assist with cross-border estates?

Yes. We advise on Australian tax matters involving overseas beneficiaries and international assets, helping clients understand their obligations and relevant cross-border considerations.

06Why is tax residency important for deceased estates?

Tax residency can influence how certain income and capital gains are taxed. Where beneficiaries live overseas, or an estate involves international assets, understanding the relevant tax rules can help identify potential obligations across jurisdictions.

Get clarity before you make decisions about the estate

You don't need to work through Australian and cross-border estate tax questions alone. Whether you're an executor, trustee or beneficiary, our specialists can help you understand the tax position and what needs to happen next.

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