『Death Tax in Australia: What's Really Being Taxed When You Inherit? | Episode #174』のカバーアート

Death Tax in Australia: What's Really Being Taxed When You Inherit? | Episode #174

Death Tax in Australia: What's Really Being Taxed When You Inherit? | Episode #174

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"Death tax" doesn't officially exist in Australia, but plenty of hidden taxes hit estates and beneficiaries anyway. In this episode, we break down where these costs actually come from and how to plan around them before it's too late. We break down: Why super proceeds paid to non-dependent adult children can trigger tax (and what happened to the old anti-detriment offset)How capital gains tax quietly eats into estates during the asset liquidation processThe stamp duty trap when one sibling takes over a shared propertyUpcoming testamentary trust changes (flat 30% tax on distributions) and the "tax by stealth" headlines behind themWhy losing capacity (for example via power of attorney) can lock families out of better planning optionsThe importance of record keeping, including the story of the forgotten Commonwealth Bank shares now worth $350KWhy early, personalised estate planning is the real solution, not one size fits all trust structures If you're inheriting assets, acting as an executor, or just want to protect your family's wealth for the next generation, this conversation is worth your time. If you'd like to get in touch with us: Facebook: https://www.gstatic.com/youtube/img/w... Instagram: https://www.gstatic.com/youtube/img/w... TikTok: https://www.gstatic.com/youtube/img/w... Spotify: https://open.spotify.com/show/5k17gfi... If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at BbfpHome - Burke Britton Financial Partners or book a 15min call to see how we can help you via https://outlook.office365.com/book/BB... Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.
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