If you are a beneficiary
Information on tax obligations if you are a beneficiary of the estate of someone who has died.
If you are a beneficiary of the estate, you might have some tax obligations. The Australian Tax Office (ATO) provides advice for beneficiaries on:
- receiving super benefits
- receiving assets
- earning income
- beneficiaries presently entitled but under a legal disability
- non-resident beneficiaries
Learn more about about tax returns for beneficiaries of a deceased estate at the ATO.