We work seamlessly with Executors, Court Appointed Administrators and their legal representatives to ensure every aspect of the estate’s tax obligations is handled with precision. This includes the preparation and lodgement of all required returns, accurate declaration of income, application of deductions, and the identification, quantification and reporting of capital gains tax events.

Deceased Estates often involve intricate tax considerations and strict compliance requirements. We provide clear, strategic advice and practical support in areas such as:

• Lodging the Final Tax Return for the Deceased and any outstanding prior year returns
• Preparing and lodging Deceased Estate and Testamentary Trust Tax Returns as required
• Preparing Financial Accounts for Deceased Estates or Testamentary Trusts where necessary
• Providing clear, accurate beneficiary statements to ensure distributions are correctly included in beneficiaries’ personal returns
• Delivering Capital Gains Tax advice, including guidance on asset treatment and applicable time limits
• Liaising with the ATO to confirm the deceased’s outstanding tax position prior to finalising the estate
• Assisting with ongoing compliance or wind-up matters for private companies, trusts and SMSFs forming part of the deceased group
• Preparing private binding ruling applications, for example, seeking the Commissioner’s discretion to extend the two-year period for disposal of a principal place of residence
• Managing voluntary disclosures, including complex ATO liaison to obtain tax histories and reach timely, appropriate outcomes for estate finalisation
• Establishing and managing Testamentary Charitable Trusts, including compliance with Australian Charities and Not-for-profits Commission (ACNC) requirements
• Preparation and lodgement of a Foreign Resident Capital Gains Withholding certificate for a foreign Executor, where the Deceased’s main residence has been sold.

Key contacts

Heather Dyke

hdyke@sw-au.com

Deceased Estate Consulting

Taylah Cooke

tcooke@sw-au.com

Deceased Estate Consulting

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Jeremy prides himself on being available to his clients to assist them to make the right decisions at the right time, including:

Accounting and taxation services with a focus on flexible structuring for the future

Strategic management support including acquisitions, divestments, earnouts and navigating growing pains.

Career highlights:

• Assisting listed childcare provider with centre acquisition and benchmarking of targets
• Expansion of family owned child care groups through organic growth and acquisition
• Facilitating family owned graziers with passing the business to the next generation
• Advising family owned hoteliers with business acquisition, management accountability frameworks and tax effective exits
• Adding value through finance covenant negotiations, business sale negotiations and contract review, tax risk minimisation, warranties and retention amounts
• Establishing and facilitating growth of internationally owned subsidiaries from initial advice, establishment, to domestic expansion and integration into global reporting frameworks.

Jeremy is a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.

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Whether you’re a family business owner, producer, manufacturer or professional, our experts will work with you and your other advisors to ensure your estate and financial affairs are structured, secure and tax effective.

Our estate management services include:

• estate planning & advisory
• protective and testamentary trusts
• setup of Trusts for property & wealth
• Self-managed Super Funds (SMSF)
• wealth transfer
• property and loan management
• charitable giving
• Trustee roles
• interim and long-term oversight.

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Matthew has built a successful career in providing business and tax advice to high net wealth family group and leads our Family Office team. Matthew is passionate about philanthropic activities and works with his clients to assist them manage the financial and governance aspects of their grant making.

He also leads our Corporate Social Responsibility Committee, Co2. which engages with our staff, local communities and the wider world including our environment to have a positive impact.

Matthew’s experience includes:

• Managing tax and accounting requirement for clients
• Connecting his clients with a broad range of professionals who add value to their business interests, including stockbrokers and property agents
• Working closely with our Wealth Management team to enable a full service offering for our high net wealth families
• Holding directorships, trusteeships and secretarial positions in private companies and not-for-profits
• Succession and estate planning.

Matthew is a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.

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Daren’s experience includes:

• providing advice to family owned and operated businesses
• acting as executive director for companies, trustees, and deceased estates
• advising property developers on significant joint ventures
• delivering tailored advice to individuals, businesses, and special purpose entities on a range of accounting, consulting, and tax issues
• sitting on advisory boards of family-owned businesses and property groups, including foreign owned entities
• being recognised as a thought leader within the property industry and a sought-after speaker.

Daren brings a well-rounded skill set to his client engagements, combining accounting and tax advice with strategic and commercial consulting. He plays a number of roles with his clients, including acting as executive director for companies, trustees, deceased estates, as well as advising property developers on significant joint ventures throughout the development process.

The offering to clients includes advice to personal, business, and special purpose entities on a range of accounting, consulting, and tax issues. Daren also advises a number of large, well-known private family groups.

Daren currently sits on the advisory boards of a number of property ownership and development companies, including foreign-owned entities. He has also authored a number of articles and publications within the property industry and has spoken at various commercial and technical property events.

Daren is a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.

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He works with a broad spectrum of clients from small individuals to large private family groups to advise on cash flow, debt structuring, personal protection and retirement planning for individuals through to asset allocation, portfolio construction and investment selection for investors small and large.

Daniel provides clients with comprehensive financial services to get their entire financial house in order and keep it that way forever.

Daniel’s experience includes:

• Developing simple and complex financial strategies to help clients achieve their goals
• Providing investment and asset allocation advice to investors small and large
• Working with Trustees of Superannuation Funds on Regulatory Compliance matters
• Helping SME clients develop strategies to transition business wealth to personal wealth
• Acting as Executor/Trustee/RP for Estate’s and PAF’s
• Advising institutions on policy, asset allocation and investments

ShineWing Australia Wealth Pty Ltd trading as SW Wealth

Australian Financial Services Licence No 236556

Level 10, 530 Collins Street, Melbourne VIC 3000 Australia

Daniel is a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.

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