Trust and Deceased Estate Compliance

Are you overwhelmed with the responsibility as a trustee or executor?

—Who pays tax on the income?

—Are you personally liable for the tax?

—What happens if a beneficiary or executor is a non-resident?

—How do you distribute the income?

—What reporting is required?

Tax LF can help

We can help with all administrative needs for trusts including tax planning for trust distributions and preparing trust distribution minutes.

We provide tax advice and prepare tax returns for trusts. We also prepare other tax forms where required such as Family Trust Elections, and TFN Reporting.

We can help with all administrative needs for deceased estates including tax advice regarding sale of assets, payments to beneficiaries and tax calculations for income earned during the administration stage.

We provide tax advice and prepare tax returns for deceased estates. We also prepare other tax forms where required such as Family Trust Elections, and TFN Reporting.