Expertise and Empathy when you need it most
Expert Guidance Through Every Stage of Estate Administration
Whether you are the executor of a deceased estate or the trustee of a testamentary trust, Walsh Accountants provides the specialist tax and compliance expertise to ensure the estate is administered correctly, efficiently, and with the least possible burden on you.
Two Distinct Roles, One Experienced Team
Estate administration involves different responsibilities depending on your role. We tailor our service to where you sit in the process.
Legal Personal Representative
You are the executor or administrator of a deceased estate, responsible for identifying assets, meeting tax obligations, and distributing the estate to beneficiaries.Â
Testamentary Trust Trustee
The trust has been established under the Will and you are now responsible for its ongoing administration, including annual tax returns and distributions to beneficiaries.
How We Guide You Through
Estate Review
We map the full asset picture, identifying tax exposures, superannuation interests, and trust structures.
Strategy & Advice
We present clear options for transferring assets, optimising tax outcomes, and addressing any complexities.
Compliance & Returns
We prepare all tax returns, TFN applications, and trust estate lodgements for each year until wound up.
Final Distribution
We coordinate the final administration, confirm compliance, and close out the estate cleanly.
What We Cover
Testamentary Trusts
We register your testamentary trust with the ATO, obtain the TFN and ABN, and prepare annual tax returns for the life of the trust.
Final Tax Return
Preparation of the deceased individual’s final income tax return, covering all income to date of death.
Deceased Estate Tax Returns
Annual trust estate tax return preparation from date of death through to final distribution of assets to beneficiaries.
Property & CGT Advice
Tax-effective advice on main residence exemptions, CGT timing, and transferring property to beneficiaries or the estate.
Superannuation Death Benefits
Advice on SMSF and APRA fund death benefits, tax treatment for dependant and non-dependant beneficiaries, and BDBN compliance.
TFN & Entity Registration
Application for the deceased estate TFN and ABN, ensuring the estate can transact and derive income without delay.
Specialists in estates that require more
Business Interests & Goodwill
CGT implications, Division 7A loans, and valuation obligations when a business forms part of the estate.
SMSF wind-up or continuation
Trustee succession, benefit payment strategy, and fund wind-up compliance where a member has died.
Family law intersections
Estates where family law property settlements are in progress or where binding agreements affect asset distribution.
Multiple trust structures
Deceased estates where assets sit inside discretionary trusts, unit trusts, or companies that may require careful unwinding.
Intestacy & complex distributions
Situations where no valid Will exists, or where the distribution is contested, requiring coordinated tax advice alongside legal proceedings.
Main residence & mixed-use properties
Properties with partial exemption history, rental periods, or shared ownership requiring precise CGT apportionment.
Team members
SMSF Specialist
Manager
