Notify the ATO; arrange final individual tax return(s) and consider whether a deceased estate tax return is required
The Australian Taxation Office, usually through their tax agent or accountant. The executor becomes the legal personal representative.
Some steps differ by region inside the country.
Where
The Australian Taxation Office, usually through their tax agent or accountant. The executor becomes the legal personal representative.
How
Notify the ATO of the death and have yourself recorded as the legal personal representative, which can be done online or through a tax agent.
Lodge a date of death tax return covering 1 July to the date of death.
Work out whether a deceased estate tax return is needed for income earned after death during administration.
Ask the ATO for confirmation that all obligations are met before distributing the estate.
What to bring
Their tax file number
A certified copy of the death certificate
The grant of probate or the will
Their last few notices of assessment, PAYG summaries, and investment statements
Timing
Allow several months. Deceased estate matters at the ATO commonly need follow up.
This is practical information, not legal, medical, or financial advice.