In this episode, Stuart and Mena discuss tax-related matters that apply to inheritance, including
- Australia doesn’t have an inheritance tax like other countries.
- Main residence exemption.
- Pre-CGT assets.
- Super benefits.
- Benefits of using a testamentary trust.
- Restructure business prior to death.
- Jointly held property doesn’t hit the estate.
- Entities won’t create tax consequences.
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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
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