Deceased Estates Essentials for Accountants: Probate, Authority & Administration

Learn how to confidently handle deceased estates, from probate and authority through to administration and finalisation.

In this session, we cover:

• The estate administration roadmap from death to final distributions and how accountants fit into that process.

• Estate vs non-estate assets, when probate or letters of administration are required, and what executors/administrators are responsible for.

• Core tax and duty touchpoints in straightforward estates (asset realisations, main residence concessions, basic filing thresholds) and interactions with companies, trusts and super.

• Common practical issues accountants face in estate work, including gathering information, preparing interim accounts and managing expectations.