Description of assets and liabilities and fees for dealing with each Item incl. GST

 

Specific gift (item or sum of money) bequeathed - $125

Beneficiary resident out of Australia - $500

Real property held as joint tenants and not an asset of the estate - $750

Real property all or part of which is an asset of the estate which was rented to a third party as at date of death - $1,500

Ral property all or part of which is an asset of the estate which was not rented to a third party as at date of death - $1,000

Cheque or savings account with an authorised deposit-taking institution - $500

Superannuation fund (excluding self-managed superannuation funds), whether or not any proceeds of that superannuation fund are paid to the estate - $1,000

Life insurance policy - $750

Holding of shares or units in an entity listed on a stock exchange - $250

Holding invested in a managed investment fund - $750

Each fixed interest investment or term deposit with an authorised deposit-taking institution - $500

Obtaining a refund of an entry contribution or accommodation bond to a nursing home, hospital, hostel or retirement village - $375

Each trust account held by a nursing home, hospital, hostel or retirement village - $375

Wages, holiday pay, long service leave and other pay entitlements - $625

Pension in Australia, other than from Centrelink or Department of Veterans’ Affairs - $375

Overseas pension - $750

Motor vehicle, boat or trailer - $500

Workers’ compensation due at date of death - $750

Other award of damages due at date of death - $750

Weapons - $375

Funeral benefit payable, other than from Centrelink - $625

Claim of a medical practitioner or hospital lodged for refund with a medical insurance fund - $375

Farm machinery - $750

Mortgage debt owing to the deceased - $1,000

Other debt owing to the deceased - $375

Liability of the deceased which is secured by an encumbrance over assets - $750

Unsecured liability as at date of death - $250