OUR TEAM

Welcome to Estate Tax Services. We provide advice and tax solutions for deceased estates and family members.

We are an accounting firm specialising in the complex area of estates. 

We work directly with estate legal practitioners and executors across Australia. 

Our goal is to provide reliable estate tax services and tax advice to complete all Australian tax requirements. 

Our services include preparation of income tax returns for the deceased person and their estate, whether simple or complex.  We can also complete the financial statements and tax returns for complex structures that form part of the estate.

Estate administration can be complex and the tax requirements can be like putting together a jigsaw puzzle. We can assist you with to complete all the tax requirements for your peace of mind.

Our tailored service is structured to the estate unique circumstances.

  • Betty Kabissios

    Betty is the managing director of Estate Tax Services and has been a tax accountant for over 20 years. Her tax knowledge on deceased estates started with 4 years in the specialized estate tax department of Perpetual Trustees. Since then, she has had extensive business services and taxation experience while in public practice.

    She was also a reviewer with CPA Australia’s quality review program, until the program was suspended in 2020. The quality review program was rewarding in mentoring and assisting other CPA practitioners.

  • Kristel Li

    Kristel is our senior accountant who has had over 10 year’s experience in business services and taxation arena. She enjoys mentoring our new staff and is mindful of clients ability to understand complex tax areas.

    She is a great communicator and will break down complex tax issues into smaller areas to make them easier to understand.

  • Kathy Kalmar

    Kathy is our administration manager with many years of bookkeeping and office experience. She joined us in 2022 when she returned to Melbourne from Perth and has settled in very well. Kathy is responsible for the running of the office and managing all of us.

    She is the glue that holds it all together and keeps us on track.

ABOUT US

Our team provide a friendly, relaxed and informal atmosphere where clients are treated as individuals with unique needs. We have experience with a diverse range of professionals, businesses, investors and self funded retirees. Our clients range from a small start up to large family groups. We understand the complexity in family relationships and can be an impartial advisor to the family of the deceased.

We deal with estate legal professionals to compile and complete the estate tax obligations. We have extensive knowledge of business structures, deceased estates, complicated capital gains tax positions and international tax obligations. While we are based in Chadstone and Mount Waverley our clients are everywhere. In today’s environment, our location does not hinder forming a meaningful relationship, as many of our clients are everywhere. We are respectful of the pressure and commitment involved in handling an estate. With our help, you can have a clear path for the estate administration. Getting trusted advice on estate issues like property, business and financial investments is very important.

Understanding that the estate has a sequence of steps to complete will provide clarity. Many executors are reliant on their legal professional to inform them of the process. We can work with your legal professional to reassure you of the estate progress. Come and talk to us about your Estate needs. We do not charge for an initial consultation and can guide you with practical and helpful advice.