Perth families and businesses have been placing their trust in L.J. Maxwell & Associates with their taxation and accounting for decades. We are proud of our reputation, built over many years, for ethical, responsible, and sound practices.
During this sensitive time you can turn to us for our knowledge and experience, to guide you with specialist advice when you need it most.
Who This Is For
- Individuals preparing or updating their estate plan
- Executors and trustees managing a deceased estate
- Families navigating the tax obligations of a loved one's estate
- Beneficiaries seeking clarity on estate distributions
What's Included
Estate Planning
We work with you and your solicitor to ensure your estate plan is tax-effective and aligned with your wishes. This includes reviewing testamentary trusts, binding death benefit nominations, and potential capital gains tax implications.
Estate Administration
When a loved one passes, the financial and tax obligations can feel overwhelming. We manage:
- Preparation of date-of-death financial statements
- Estate tax returns
- Trust tax returns
- Distribution statements
- Communication with the ATO
Trustee and Executor Assistance
Acting as an executor is a significant responsibility with legal and fiduciary duties. We guide executors through their obligations, timelines, and tax requirements so nothing is missed.
Guidance and Support
We explain complex tax matters in plain English. Our team is available to answer questions, provide updates, and ensure you understand each step of the process.
Why It Matters
Poor estate planning or administration can lead to unnecessary tax liabilities for beneficiaries, delayed distributions to family members, disputes among beneficiaries, and penalties from the ATO for late or incorrect lodgements.
A Chartered Accountant with estate experience helps you avoid these outcomes.