Retain key documents (probate, death certificate, tax notices, super and insurance correspondence) for several years
Kept by the executor, ideally both as originals in a safe place and as scanned copies.
Some steps differ by region inside the country.
Where
Kept by the executor, ideally both as originals in a safe place and as scanned copies.
How
Scan everything and keep a backed up digital copy as well as the originals.
Keep the tax records for at least five years, which is the ATO's general retention period.
Keep property records, the probate grant, and cost base records indefinitely, since heirs need them when they eventually sell.
Give each beneficiary a copy of the final accounts and their own receipt.
What to bring
The grant of probate and death certificate
Final tax assessments and estate accounts
Super and insurance correspondence
Property and vehicle transfer records
Signed beneficiary receipts
This is practical information, not legal, medical, or financial advice.