Death and Taxes – Investigation into ATO systems and processes for dealing with Deceased Estates

The Tax Institute welcomes the opportunity to make a submission to the Inspector-General of Taxation and Taxation Ombudsman (IGT) in relation to the Death and Taxes – Investigation into ATO systems and processes for dealing with Deceased Estates review (Review).

Our submission below addresses a number of issues including:

  • The public guidance issued by the ATO to assist executors and administrators;
  • ATO systems, including the ATO Portals, for dealing with deceased estates; and
  • Legislative impediments to the effective administration of deceased estates.

Submission prepared by:

The Tax Institute

Submitted to:

Ms Karen Payne
Inspector-General of Taxation and Taxation Ombudsman

 

Tagged
  • 2020
  • Personal tax & transfer system
  • Personal tax
  • Deceased estates
  • Retirement & wealth
  • Private wealth
  • Death benefits
  • Death taxes
  • Superannuation